Governance

  • How to structure an effective and high performing Investment Committee in a best interests world?

    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.

     

  • Pathway to Great Investment Governance

    Dr Isaac Poole is Global Chief Investment Officer at Oreana Portfolio Advisory Services

    Dr Isaac Poole believes great governance is critically important for any financial planning business wanting to implement a managed accounts solution. He spoke recently about investment governance at an IMAP webinar on ‘Building an effective client solution through SMAs and MDAs.

     

  • Working with not-for-profit clients

    Working with not-for-profit organisations can sound attractive, but it comes with very distinct challenges. Alex Pikoulas CFA (Lipman Burgon & Partners), Greg Barter (Findex) and moderator, Greg Miller (Wealth Market), share their views on not-for-profit clients.

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