UncommonCents Episode 93 : The Rise of Managed Accounts in Advisory Practices

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UncommonCents

Dean Holmes & Craig Kouimanis

96 episodes

5 days ago

Craig Kouimanis - Head of Paragem Dean Holmes - TWN Partners The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities. This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.

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UncommonCents Episode 93 : The Rise of Managed Accounts in Advisory Practices

UncommonCents

31 minutes 5 seconds

1 month ago

UncommonCents Episode 93 : The Rise of Managed Accounts in Advisory Practices

Dean Holmes & Daniel Vanderzeil of Colonial First State unpack the evolution of managed accounts in financial advice.

They explore how business owners drive adoption for scalability, advisors shift to strategic relationship roles, and support teams play a key part in implementation. With 70–75% client transition, firms can save up to 24 hours weekly.

The episode covers SMA structures, fee transparency, retail vs. private solutions, and trends like fractional trading—highlighting the need for a clear investment philosophy and strategic planning.