Session 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 Wealth
Indy Singh, Managing Director, Fiducian Group
David Bannister, Principal, SIRA Group

• Legislative Update
• Professional Indemnity (PI) considerations
• Succession planning: impact of managed accounts on client retention, business growth and business valuation
• Wrap-up of the day's discussion, Q&A with the audience

Click here to view more videos from the 2016 Managed Accounts Forum.

Sign up to our monthly FS Managed Accounts newsletter for free here to get the latest industry news and updates.