Future-proofing your advice businessSession 9: Future-proofing your advice business: the impact of implementing managed accounts Facilitator: Toby Potter, Chairman, Institute of Managed Accounts Professionals (IMAP) Adviser Q&A: Leonard Gennusa, Financial Planner, Fitzpatricks Private ...

Integrating SMAs into your practiceSession 8: Integrating separately managed accounts into your practice Facilitator: Liz Wheatley, Associate Director - Business Development, Wealth Management, Macquarie Group Adviser Q&A: Nick Walter, Investment Adviser, Macquarie How and why you would ...

A Day in the Life of a Managed Accounts SpecialistSession 5: A Day in the Life of a Managed Accounts Specialist Facilitator: Doug Kirkman, Head of Sales and Marketing, www.managedaccounts.com.au Adviser Q & A Case studies: Three different financial advice groups based on their specific needs and the ...

The critical fork on the roadSession 4: The critical fork on the road: Using managed accounts to build a sustainable advice business Santi Burridge, Managing Director, Implemented Portfolios Journey towards building a scaleable advice business Using individually managed accounts ...

Addressing the asset imbalances in SMSFsSession 3: Addressing the asset imbalances in self-managed superannuation funds (SMSFs) Wes Gillett, Head of Marketing and Distribution, HUB24 Traditional asset allocation in SMSFs versus Pension Funds New routes to overseas markets using internationally ...

From product solution to business strategy panelSession 1: From product solution to business strategy: how managed accounts can accelerate the growth of the financial advice industry Matt Heine, Joint Managing Director, netwealth Adviser Q&A: Craig Thwaites, Securinvest Financial Planners Christian ...

Empowering Advisers to deliver client aligned investment outcomesThomas Bignill
Managing Director
Mason Stevens Pty Ltd

From the GFC to Brexit and beyondSession 2: From the GFC to Brexit and beyond: The role of managed accounts in navigating volatile markets Adrian Rowley, Portfolio Manager, Watershed Group How financial advisers can address the new investment norm Better alpha does not have to be an ...

From product solution to business strategyMatthew (Matt) Heine
Joint Managing Director
netwealth Investments Limited

2016 Managed Accounts Forum Adviser SurveyAlex Dunnin
Executive Director, Research & Compliance
Financial Standard