2011 | FSiTV

Events > Best Practice Series

Managed Accounts - 2011

This year's Seminar focused on ways to improve your business efficiencies, add value to your client's portfolios and reporting, and to enhance your advice proposition in the current adverse market conditions. The Seminar was held on 4th May 2011 at the Shangri-La Hotel, Sydney.

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1

Managed accounts: a business solution

David Heather
Head of Distribution
Investment Administration Services Pty Limited

Tuesday
5 April 2011

2

A roadmap for the managed accounts business: 2011 and beyond

James Mirams
Financial Planner
Paradigm Wealth Management

Tuesday
5 April 2011

3

Learning to tackle the difficult task of settingup the underlying technology that supportsmanaged accounts

Michael joined Aviva Investors in October 2001. Michael has had extensive experience in various Front Office (Equity and Fixed Income), and Middle Office system implementations and projects. Prior to joining Aviva Investors, Michael worked as a Business ...

Tuesday
5 April 2011

4

Being relevant in tomorrow's world!

Michael Heine
Managing Director
netwealth Investments Limited

Tuesday
5 April 2011

5

Examining the current regulatory environment and issues facing the investment advisory industry

Richard Batten
Financial Services Partner
Minter Ellison

Tuesday
5 April 2011

6

Trends in the use of managed accounts and making them easy for advisers to use

Stuart Fechner
Head of Distribution, Separately Managed Accounts
MLC Navigator Investment Plan

Tuesday
5 April 2011

7

Identifying the driving force behind the managed accounts growth in Australia

Toby Potter
Chairman
Institute of Managed Account Providers

Tuesday
5 April 2011

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