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Managed Accounts Uncovered: What Every Financial Adviser Needs to Know to Stay Ahead

As a financial adviser, staying ahead of industry trends is essential to delivering the best outcomes for your clients. Managed accounts are rapidly transforming the way advisers provide personalised investment solutions. But with so many options available, how do you ensure you're making the right decision for your clients and your practice?

This webinar will cover the latest insights on managed accounts, including the key trends, strategies, and benefits you need to know to stay competitive in 2025 and beyond. Based on the SPDR ETFs / Investment Trends 2025 Managed Accounts Report, this webinar will provide you with up-to-date, actionable insights into the managed accounts landscape.

What You'll Learn:

Current Trends: How Many Advisers Are Already Using Managed Accounts?
Top Investment Strategies in Managed Accounts
How to Conduct Effective Due Diligence
Key Benefits of Managed Accounts for Advisers and Clients
The Time-Saving Potential: How Much Time Will You Save, and How Can You Maximize It?
And Much More

We are pleased to offer CPD points to those that attend the entirety of the webinar.

Register and we'll send you a link to watch the webinar on-demand.

Speakers

Sinead Schaffer

ETF Model Portfolio

State Street Global Advisors

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Eric Blewitt

Chief Executive Officer
Investment Trends

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H2 Speakers (Bio Photo & Bio Summary)

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