Events > Best Practice Series > Managed Accounts > 2022
Panel discussion - Accelerating the adoption curve
Wednesday, 14 September 2022
Brett Mennie
Head of Managed Portfolios
HUB24

  • Unpacking adoption challenges and quick wins
  • How can advisers that are new to model portfolios, accelerate their adoption to achieve benefits

Moderator: Brett Mennie, Head of Managed Portfolios, HUB24

Panellists: Tim Scott, Principal & Senior Adviser, Ford Scott Financial Planning (Tasmania); Tim Townsend, Partner and Senior Adviser, TownsendCobain Private Wealth Partners; Joe Formica, Principal and Financial Adviser, Progressive Financial Services

 
FSITV
About Us
Contact Us
Advertise With Us
Privacy
CHANNELS
FS Shows
FS Learning
FS Events
FS Profiles
FS Showcase
LINKS
Financial Standard
FS Aspire CPD
FS Advice
FS Managed Accounts
FS Private Wealth
FS Super
FS Sustainability
CONNECT
Twitter
Facebook
LinkedIn
 
Copyright © 1992-2024 Rainmaker Group
All material on this site is subject to copyright. All rights reserved. No part of this material may be reproduced, translated, transmitted, framed or stored in a retrieval system for public or private use without the written permission of the publisher.