Did you know that more than half of Australian advisers now use managed portfolios, up from 30% only 5 years ago1?
Whether you call them managed portfolios, managed accounts or even separately managed accounts, demand has been skyrocketing among financial advisers, and it’s easy to see why.
This paper equips you with the knowledge and tools you need to begin your managed portfolio journey and elevate your client value proposition.
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What you need to know
1 Investment Trends January 2023 Managed Accounts Report
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You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Pty Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided. You can also ask us for a hard copy. North and MyNorth are trademarks registered to NMMT.
NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the North platform and are only available via a financial adviser.