managed accounts

  • Quantum computing set to revolutionise business- Dee McGrath (IBM)

  • Regulatory reviews on top of agenda - IMAP Regulatory Group

    IMAP Regulatory update

    The IMAP Regulatory Group was invited to participate in an open forum with ASIC, based on the surveillance ASIC conducted during 2019 on platform operators, SMA and MDA providers. PLease read on for an update as at March 2020.

  • Report sheds insights into profession

    With strong regulatory headwinds likely to continue for the financial planning profession, unless business owners can quickly develop a very clear plan to address the key issues in their firm, sustained success remains uncertain.

  • Responsible investing: What’s on the horizon?

    IMAP Roundtable focus on Responsible investing: What’s on the horizon?

    Adam Myers (Pengana Capital), Nathan Fradley (Ethos Impact Australia), John Woods (Australian Ethical), Tony Adams (Lonsec), & Dr Danielle Kent (University of Sydney) explore challenges of responsible investing when constructing portfolios.

  • Riding the AI tailwind

    IMAP webinar on adviers use of artifical intelligence and investing

    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.

  • 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.

  • US Shares: ‘double-whammy’ of over-pricing, but how serious is it?

    IMAP Ashey Owen - Owen Analytics

    "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.

  • 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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