• The selection process - wingman criteria
• It's all in the training - managing the complexities of managed account platform change implementation
• Know your target - what to be aware of and the potential impacts to client portfolios

Moderator: Nick Mitchell, Managing Director & Head of Distribution, Mason Stevens

Panellists: Jacqueline Fernley, Chief Investment Officer, Mason Stevens; Chris Willaton, Director & Head of Investments, Akambo Financial Group; Adam Morse, Managing Director - Private Wealth, The BlueRock