managed accounts

  • 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 Holy Grail of private markets for managed accounts

    As an asset class, private markets present a compelling case for investors

    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

     

  • 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 role of advisers in monitoring underperformance

    ASIC The role of advisers in monitoring underperformance

    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

     

  • 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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