Managed accounts in 2026: What advisers need to know to stay ahead
Managed accounts are fast becoming a core pillar of how advice is delivered in Australia. As client expectations rise and regulatory, operational, and commercial pressures intensify, advisers are increasingly relying on managed accounts to drive better client outcomes, greater scalability, and stronger practice profitability.
So what does “best practice” look like in 2026?
In this webinar, we’ll unpack the latest insights on how advisers are using, positioning, and evolving their managed accounts approach and what this means for advice businesses looking to stay competitive in the years ahead. Drawing on findings from the State Street / Investment Trends 2026 Managed Accounts Report, the session will focus on practical, real world considerations to help you make more confident decisions for your clients and your practice.
In this session, you’ll learn:
- Where adviser adoption and momentum are heading and what’s driving it
- How leading practices are positioning managed accounts within client portfolios
- Implementation choices that materially impact efficiency and outcomes
- What “good” due diligence looks like in practice
- How advisers are unlocking operational time savings and where that time is being reinvested
- What’s actually inside portfolios today, and how they’re evolving
- The commercial impact of managed accounts on advice businesses
Whether you are already using managed accounts or still assessing their role in your advice process, this webinar will provide clear, actionable insights to help you stay ahead of the curve.
CPD points are available for advisers who attend the full webinar.
Can’t attend live? Register anyway and we’ll send you a link to watch the webinar on demand
Date and time
Tuesday, 21 April 2026
10:00 a.m. to 11:00 a.m. (AEST)
10:00 a.m. to 11:00 a.m. (AEST)
Speakers
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