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Investment Podcast #44 - Are Managed Accounts Reshaping the Advice Model?
Managed accounts are often sold on efficiency, but their impact can run much deeper than streamlining portfolio administration. In this episode, host Ben Nash is joined by Lance Rowlands from Wealth Directions and David Hutchinson from AMP to explore how managed accounts are reshaping the advice model itself.
Drawing on Lance’s experience implementing managed portfolios across his practice, the discussion looks at how greater efficiency, stronger governance and more consistent portfolio implementation can free advisers to spend more time on strategy, client goals and the parts of advice that matter most. From client engagement and fee models to customisation, performance measurement and implementation challenges, the episode offers a practical look at what changes when managed accounts become embedded in the way an advice business operates.
David Hutchison LinkedIn: https://www.linkedin.com/in/davidkhutchison/
Lance Rowlands LinkedIn: https://www.linkedin.com/in/lance-rowlands-a0879b8/
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Important Information
The information has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your personal objectives, financial situation or needs, and you should consider whether this information is appropriate for you before making any decisions. It’s important you consider your circumstances and read the relevant product disclosure statement and target market determination, available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for you.
You can read the Financial Services Guide online for more information, including the fees and
benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.
MyNorth Lifetime is a part of MyNorth Super and Pension which is issued by NM Super, as trustee of the Wealth Personal Superannuation and Pension Fund ABN 92 381 911 598. Past performance is no guarantee of future performance.
The views and opinions of the advisers in this podcast are theirs and do not necessarily reflect the views and opinions of NMMT. The adviser has not been paid to provide their view or opinion in this podcast.
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1 Oct 2026
Insurance Podcast #11 - Yvonne Chu
In this episode, Ben is joined by Yvonne Chu, Head of Technical and Paraplanning at Entireti. They discuss how advisers can deliver stronger and more defensible life insurance advice by developing a clear insurance philosophy, applying consistent needs analysis, documenting client conversations, managing replacement advice and pre-assessments, and clearly explaining premiums, policy terms and trade-offs to clients.
Yvonne Chu LinkedIn: https://www.linkedin.com/in/yvonne-chu-8b2b9a51/
Entireti Website: https://entireti.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://advisers.zurich.com.au/resources/adviser-portal
General Disclaimer – https://www.ensombl.com/disclaimer/
29 Sept 2026
Investment Podcast #43 - Opportunities in Global Markets
Global markets may be dominated by the US, but that doesn’t mean the best opportunities are. In this episode, host Andrew Rocks is joined by Kevin Bertoli from PM Capital to explore how long-term, flexible investing can uncover genuine market anomalies around the world.
From European banks and global decoupling to inflation, AI and commodity cycles, Kevin explains why they're looking beyond index weights and short-term market narratives to back a small number of high-conviction themes. With valuations stretched in parts of the US and Australian markets, the discussion highlights why flexibility, patience and a truly global opportunity set may matter more than ever.
Kevin Bertoli LinkedIn: https://www.linkedin.com/in/kevinbertoli/
Explore global market opportunities with PM Capital’s Global Companies Fund: https://www.pmcapital.com.au/
General Disclaimer – https://www.ensombl.com/disclaimer/
Who has been a guest on Ensombl Advice Australia
Names identified in recent episode analyses. Showing up to five guests.
Dan Miles
Natallia Smith
Hannah Elliott
Alexander Cousley
Alan FitzGerald
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YouTube views
98,696
Score snapshot 15 Sept 2025
Spotify
4.6 / 5
14 ratings
Podcast Authority Score: 74 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
93
Social presence
0
YouTube
85
Engagement
51
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