managed accounts

Julian Lefcovitch (North) and Oliver Ge (Pendal) discuss the challenges facing retirees, and provide key considerations for advisers to help them navigate the complexities of retirement planning.

Are you considering an exposure to artificial intelligence (AI) in your portfolio? Cameron Gleeson (Betashares) & Monik Kotecha (Insync Funds Management) discuss how advisers can ride the AI tailwind.

. 

How do you build an advice business from scratch with a goal of reaching 1,000 client families? Michael Bova (Family Wealth Advisory) & Rebecca Jacques (Mercer) discuss Family Wealth Advisory’s journey working with families

Seasons are inevitable. Change is constant. The challenge for investors is finding the investment, or investments, for the season. Factor investing may be the solution, says Cameron McCormack Portfolio Manager at VanEck.

Daniel Micallef (Aoris), Kieran Canavan (Centric), Robert Talevski (Activam), and Dale Pereira (Pendal) take a close look at the investment side of a managed accounts program, and what the future holds.

Martin Morris (Centric) provides insights into the growth of high-net-worth investors, including what drives their behaviour towards investing, and thoughts on how advisers should approach this cohort of sophisticated investors

With continuing concern on the economic impact that may be caused by the COVID-19 virus, Michael Karagianis - Jana believes it’s best to take a conservative approach to investing during these times of heightened risk.

Have the summer bushfires and COVID-19 pandemic changed the investing landscape? Speaking at the 2020 IMAP Adviser Roadshow, Leah Willis, Charles Stodart and Mary Campbell provide their views.

As the managed accounts industry continues to grow, so too is it evolving. Peter Panigiris (DASH) and Andrew Stewart (Mercer) discuss the emerging shape of managed accounts.

Building the right foundations for any advice business will help drive success through these challenging and unprecedented times. Jonathan Hoyle talks to Jayson Forrest about the key drivers that support growth in a high performing business

Brett Sanders (Philo Capital Advisers) and Will Riggall (Clime Investment Management) explore some of the fundamentals of managed accounts, including their benefits, governance, and the likely evolution of this investment structure.

. 

Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in going down the private markets path

Andrew Bradley (Herbert Smith Freeholds Kramer) & Francy Taylor (Colonial First State Investments) discuss emerging themes in Australia’s managed accounts' regulatory landscape.

“I think that businesses in the future will have an element of specialisation. They still might offer a raft of different services, but advice businesses will increasingly become deep and narrow with their skill set. The days of having generalists providing a bit of everything will become increasingly limited.”

Leah Sciacca (ASIC) provides a recap on the key findings of ASIC's Report 779 and the role of super trustees, financial advisers and advice licensees in monitoring investment underperformance

David Wright, CEO Zenith Research and Toby Potter, Chair IMAP discuss the state of the managed accounts market, as the industry rides out the COVID-19 pandemic.

Nick Avery and Chris Wrightson explain how their business models provide a very different managed account service for advice practices.

Treasury think by imposing a performance test you could ”increase competitive pressure on (platform) trustees to deliver strong long-term returns and value for money” from products like SMAs. ”It wont work” says Toby Potter IMAP Chair  

"The US share market is soaring on strong profit rebounds in the past year, with bullish future profit growth forecasts for the next couple of years.  Bullish profit forecasts with bullish multiples gives us a ‘double-whammy’ of over-pricing." says Ashley Owen.