September 9, 2026
Managed accounts gaining traction
Client
Services
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Years in business together

Project introduction

Problem & challenges

Solution

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Results

Zenith Investment Partner's head of portfolio solutions, Andrew Yap, notes in selfmanagedsuper magazine that managed portfolios offer a clear path to efficiency, freeing up adviser time for client engagement at a time when the advice workforce is shrinking and demand is growing.

Read more here.

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