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Managed Accounts Decoded

by Professional Planner
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Latest episodes

  • Retirement's wealth wave demands a new language for advice

    June 23, 2026 · 37 min

    In the fourth episode of Managed Accounts Decoded, Retirement Magazine editor Simon Hoyle is joined by North's David Hutchinson, The Conexus Institute's David Bell, and Bec Wilson to discuss the Epic Retirement Tick, the role of managed…

  • Translating big-picture views into portfolio action

    May 20, 2026 · 14 min

    Sticky inflation, bifurcated equity markets and an uncertain rate environment are the challenges facing investors in the market today, according to AMP chief investment officer Anna Shelley and general manager of investments Stuart Eliot.

  • Governance, growth and client conversations in managed accounts

    April 14, 2026 · 36 min

    The managed accounts sector is approaching the $300 billion milestone and that growth means having more frank conversations about transparency and the importance of advisors aligning their managed accounts with client needs.

  • The rise, risks and regulation

    March 18, 2026 · 44 min

    In the first episode of the new Managed Accounts Decoded podcast series, Conexus Financial editor-in-chief Aleks Vickovich sits down with North head of managed portfolios and investments Dipin Arora and IMAP chair Toby Potter to discuss…

Full episode archive on Apple Podcasts →

About the show

This pioneering four-part podcast series will tell the story of the rise and rise of managed accounts, demystifying this trend and unpacking the client and adviser benefits, role of asset consultants and investment committees, alongside regulatory issues and critiques. It will aim to provide guidance for best practice investment governance and client outcomes.