Managed Accounts Forum | 2019 HighlightsJames Mantella, netwealth Investments Limited The Managed Accounts landscape in 2019 Nick Morton & Glen Holder, Resonant Asset Management Direct securities and ETF focussed SMA approach Bianca De Melo, Macquarie Investment Management Australia Limited ...

Allianz Retire+: Conquering client fearsWhat do you fear more; dying or running out of money in retirement? At first, the answer seems obvious but a recent study shows a whopping 63% of retirees fear running out of money more than they fear death itself. Knowing they'll be living longer ...

How managed accounts can comply with the best interest dutyNathan Jacobsen, Greg Newman
Managing Director, Head of Retail Distribution
Paragem Pty Limited, HUB24

OnePath Life: The New PathGerard Kerr
Head of OnePath Propositions & Group Life
OnePath Australia Limited

Panel Session - Moving into 2020 and beyond with managed accountsChristopher Mather, Brett Sanders, Zac Leman, Alan Kenny
Head of Institutional Sales, Chief Executive Officer, Head of Platforms Investment Product Development, Head of Client Solutions
BT Financial Group, Philo Capital Advisers Pty Ltd, BT Financial Group, Ironbark Asset Management Pty Limited

Choosing the right structure for your managed accountsBryce Quirk
Head of Retail Sales
Colonial First State

How much impact is your business model and technology partner having on profitMartin Morris
Head of Distribution
Praemium Limited

Adviser panel - Smart investing - What are the trends in the market?Phillip Smith, Mark Minchin, Gareth Jakeman, Thomas Bignill
Partner, Managing Partner, Executive Chairman / Managing Director, Managing Director, Adviser Services
Cutcher & Neale Financial Services, Minchin Moore Private Wealth Advisers, Praescius Financial Consultants, Mason Stevens

The evolving world of managed accountsBen Davis
Partner
Zenith Investment Partners Pty Limited

What drives client satisfaction and what can increase clients' propensity to continue doing business with your firm?Bianca De Melo
Head of Sales NSW
Macquarie Investment Management Australia Limited