About January Theme

The financial advice services sector is going through a period of transformation. Independent financial advisory (IFA) firms are aspiring to scale their businesses by replacing the traditional investment framework of managing multiple model portfolios on behalf of clients with a simpler, efficient, transparent and cheaper investment solution via registered managed accounts (MA) or unitised fund-of-funds.

The main impetus for the change is the improved client value proposition and multiple value-add benefits that the MA products have for both investors and the IFA businesses. Recent technological advancements via the launch of managed account platforms have made the implementation and accessibility of these products much easier and more sustainable.

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