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Switching the managed accounts tap on – Professional Planner

Switching the managed accounts tap on – Professional Planner
Managing Director, Hugh Robertson joins Eleanor Menniti, Head of Client Product Strategy & Consultant Relations at BlackRock, on the Principals in Practice Podcast Series hosted by Tahn Sharpe.

Tahn Sharpe, Editor of Professional Planner recently shared on the ‘Switching the managed accounts tap on’ podcast, that managed accounts present a clear value proposition for most advice practices, with the agility of its operations meaning trades can happen across the board and in an instant.

Throughout this podcast, Tahn asks Hugh and Eleanor a variety of questions about what it is like for a firm going from wrap platforms to managed account platforms, and what are the challenges, dangers, and opportunities. He also aims to ask what the product landscape is like and how do big producers like Blackrock put model portfolios together, and to what level does consultancy with advisers comes into play.

If you want to know more, click below to listen to the podcast:

The information provided on and made available through this podcast does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Centaur Financial Services do not warrant the accuracy, completeness or currency of the information provided on and made available through this podcast. Past performance of any product discussed on this podcast is not indicative of future performance.

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The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Centaur Financial Services do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.

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