--- title: Dynamic Asset Adviser Articles | meeting client needs description: meeting client needs | The Dynamic Asset Articles Page is where you'll find useful information about Goals Based Investing and managed investment services. If you're a financial adviser who is looking for an alternative to conventional managed superannuation and other investments, subscribe to receive regular updates. It's time for a better way. --- [![Dynamic_Asset](https://www.dynamicasset.com.au/hs-fs/hubfs/DynamicAssets/logos/Dynamic_Assets.png?width=700&name=Dynamic_Assets.png "Dynamic_Asset")](https://www.dynamicasset.com.au) ![home-banner](https://www.dynamicasset.com.au/hs-fs/hubfs/DynamicAssets/images/home/home-banner.jpg?width=1920&name=home-banner.jpg "home-banner") # ARTICLES [![InterPrac has added Dynamic Asset Managed Account portfolios to their Approved Product List (APL).](https://www.dynamicasset.com.au/hubfs/Untitled.jpg) ](https://www.dynamicasset.com.au/adviser-articles/interprac-adds-dynamic-asset-portfolios-to-approved-product-list) ## [InterPrac adds Dynamic Asset Portfolios to Approved Product List](https://www.dynamicasset.com.au/adviser-articles/interprac-adds-dynamic-asset-portfolios-to-approved-product-list) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 01 Jun, 2021 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [meeting client needs](https://www.dynamicasset.com.au/adviser-articles/tag/meeting-client-needs), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution), [Approved Product List](https://www.dynamicasset.com.au/adviser-articles/tag/approved-product-list) - [Tweet](https://twitter.com/share) Listed Australian Financial Services Group, InterPrac, has added Dynamic Asset Managed Account portfolios to their Approved Product List (APL). [Read More](https://www.dynamicasset.com.au/adviser-articles/interprac-adds-dynamic-asset-portfolios-to-approved-product-list) [![How to differentiate your financial advice business](https://www.dynamicasset.com.au/hubfs/Differentiate%20Blog%20130521%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/the-value-of-differentiating-your-advice-business) ## [The value of differentiating your advice business](https://www.dynamicasset.com.au/adviser-articles/the-value-of-differentiating-your-advice-business) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 17 May, 2021 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [meeting client needs](https://www.dynamicasset.com.au/adviser-articles/tag/meeting-client-needs), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution) - [Tweet](https://twitter.com/share) When prospective clients ask why they should choose your advice firm over another, are you able to provide them with a compelling reason that clearly makes you stand out from the competition? [Read More](https://www.dynamicasset.com.au/adviser-articles/the-value-of-differentiating-your-advice-business) [![Managed Accounts surge](https://www.dynamicasset.com.au/hubfs/Social%20%28LkdI,%20FB,%20Twtr%29%201200%20x%20628-May-10-2021-10-30-05-06-AM.png) ](https://www.dynamicasset.com.au/adviser-articles/managed-accounts-surge) ## [Dynamic Asset continues to build supporters as COVID drives managed accounts surge](https://www.dynamicasset.com.au/adviser-articles/managed-accounts-surge) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 10 May, 2021 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [meeting client needs](https://www.dynamicasset.com.au/adviser-articles/tag/meeting-client-needs), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution) - [Tweet](https://twitter.com/share) Dynamic Asset Consulting recently announced that privately-owned financial adviser dealer group Finchley & Kent has added the Dynamic Asset Managed Account and investment management solution to its approved product list (APL). [Read More](https://www.dynamicasset.com.au/adviser-articles/managed-accounts-surge) [![How to choose the best managed account solution](https://www.dynamicasset.com.au/hubfs/DA%20image%20size%20tempate.jpg) ](https://www.dynamicasset.com.au/adviser-articles/how-to-choose-the-best-managed-account-solution) ## [How to choose the best managed account solution](https://www.dynamicasset.com.au/adviser-articles/how-to-choose-the-best-managed-account-solution) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 21 Apr, 2021 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [meeting client needs](https://www.dynamicasset.com.au/adviser-articles/tag/meeting-client-needs), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution) - [Tweet](https://twitter.com/share) Once you've determined that your financial advice firm would benefit from the efficiency and transparency of a Managed Account solution, or you're simply starting to explore options, then the next step is to find a platform that will meet the unique needs of your business and clients.  [Read More](https://www.dynamicasset.com.au/adviser-articles/how-to-choose-the-best-managed-account-solution) [![How the right investment portfolios help advisers with client goal matching](https://www.dynamicasset.com.au/hubfs/Social%20%28LkdI,%20FB,%20Twtr%29%201200%20x%20628-3.png) ](https://www.dynamicasset.com.au/adviser-articles/investment-portfolios-and-client-goal-matching) ## [How the right investment portfolios help advisers with client goal matching](https://www.dynamicasset.com.au/adviser-articles/investment-portfolios-and-client-goal-matching) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 16 Apr, 2021 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [meeting client needs](https://www.dynamicasset.com.au/adviser-articles/tag/meeting-client-needs), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management) - [Tweet](https://twitter.com/share) Regulators are increasingly asserting that financial advisers must provide solutions that directly meet their clients' financial goals. At the same time, investors are demanding a better customer experience and more personalised services. [Read More](https://www.dynamicasset.com.au/adviser-articles/investment-portfolios-and-client-goal-matching) [![How to diversity your portfolio and manage downside risk](https://www.dynamicasset.com.au/hubfs/Portfolio%20Diversity%202%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/how-to-diversify-your-portfolio-and-manage-downside-risk) ## [How to diversify your portfolio and manage downside risk](https://www.dynamicasset.com.au/adviser-articles/how-to-diversify-your-portfolio-and-manage-downside-risk) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 17 Dec, 2020 | [goals based investment](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investment), [retirement investment](https://www.dynamicasset.com.au/adviser-articles/tag/retirement-investment), [meeting client needs](https://www.dynamicasset.com.au/adviser-articles/tag/meeting-client-needs), [investment risk](https://www.dynamicasset.com.au/adviser-articles/tag/investment-risk) - [Tweet](https://twitter.com/share) John Templeton, one of the world’s greatest investors, once famously said, “If you want to have a better performance than the crowd, you must do things differently from the crowd.” [Templeton’s](https://www.investopedia.com/terms/s/sirjohntempleton.asp) wisdom is particularly pertinent for today’s investors, who continue to pile desperately into overpriced stocks and property markets in the search for yield among record-low global interest rates. [Read More](https://www.dynamicasset.com.au/adviser-articles/how-to-diversify-your-portfolio-and-manage-downside-risk) [All posts](https://www.dynamicasset.com.au/adviser-articles/all) ### ABOUT THIS PAGE The Dynamic Asset Articles Page is where you'll find useful information about Goals Based Investing, capital growth, capital protection and managed investment services. If you're an investor or a financial adviser, subscribe to receive regular updates. 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