For advisers to thrive in the delivery of managed account advice, they first need to understand the challenges involved in the advice process. Speaking at the IMAP InvestTech 2021 virtual conference, Rick Di Cristoforo - Director of Research Products AU/NZ at Morningstar - discusses six of these challenges

The IMAP Regulatory Group is currently focusing on a range of issues impacting the managed accounts sector. The Chair of the IMAP Regulatory Group, Jenny Mulders, outlines four of these key issues

As leading advice practices continue to evolve their offerings, a common topic of conversation has been 'How to structure an effective and high performing Investment Committee in a best interests world?' This short article points out 5 key areas to consider with 16 questions  to consider.

IMAP responds to Treasury's Quality of Advice review saying that "the recommendation to give “good advice” instead of “act in the Best Interest of the Client” would replace a well understood duty which imposes clear obligations on both the person and organisation providing the advice with a far less rigorous standard."

A Managed Discretionary Account (MDA) can be a complex structure to advise on, with many different components to navigate. Speaking at the IMAP Adviser Roadshow 2021, Michael Mavromatis (Holley Nethercote) provides three tips that advisers and MDA providers should consider. Number 1 "Know your product, know your obligations"...