The managed accounts sector is going from strength to strength in Australia, with more than half of all financial advisers now using them and close to $200 billion in funds under management.
As such, the managed accounts conversation has shifted from integration and implementation to optimising investments, ensuring value for money and making use of the productivity benefits they offer.
This year's forum will enable advisers to see the forest from the trees when it comes to navigating the managed accounts environment, focusing on what's next from a technology standpoint, what's coming down the regulation pipeline, and offering insights on how to make sense of performance metrics and build strong, diversified portfolios for your clients.
Financial Standard's Best Practice Forums are accredited for CPD hours aligned to Legislated CPD categories. The Managed Accounts Forum is accredited for 3.75 learning hours in 2024, divided into the following Legislated CPD categories:
- General: 2.0 hours
- Technical competence: 1.0 hours
- Client care and practice: 0.75 hours
If you are after additional professional development content or would like to access the CPD content from previous forums, please visit Financial Standard's CPD program FS Aspire CPD.