managed accounts

  • The boring approach is best

    Michael Karagianis Jana

    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.

  • The changing landscape of ESG investing

    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.

  • The four keys to business survival

    Jonathan Hoyle  Standford Brown 4 keys to business sucess

    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

  • The fundamentals of managed accounts

    IMAP Specialist Webinar Series on ‘Making a success of introducing a managed accounts program

    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.

  • The Future of Platforms - Jason Entwistle (HUB24)

  • The rise of specialist advice businesses

    Paul Barratt CEO AZ NGA

    “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.”

  • The State of the MDA Market

    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.

  • Towards managed account implementation

    Nick Avery FInclear & Chris Wrightson Ironbark

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

  • Watershed year predicted for ESG

    Fidelity International’s 2020 Analyst Survey has uncovered a tipping point for corporates globally, as they recognise that considering environmental, social and governance factors is not just the right thing to do, but good business, too.

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