Insights into a family office
Peter Brannighan (RPM Group) and Martin Morris (Centric) explore what a Family Office is looking for from their advisers, and what is needed to meet the needs of this type of client.
Perspectives - Winter 2026
The new regulatory environment
Andrew Bradley (Herbert Smith Freeholds Kramer) & Francy Taylor (Colonial First State Investments) discuss emerging themes in Australia’s managed accounts' regulatory landscape.
Governed personalisation: The future of managed accounts
Managed accounts continue to develop different features, James Louw (DASH) provides key insights on the evolving landscape of SMAs, MDAs & regulation, and the future of managed accounts
PI Insurance for MDAs: Different Risks, A Different Regime
Speaking as part of an IMAP MDA360 webinar series sponsored by Mason Stevens, Jesse Vermiglio Partner - Holley Nethercott & Stephen Hughes, AJ Gallagher discussed the aspects of Professional Indemnity insurance for MDA Providers & Advisers.
Scaling a practice, one family at a time
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
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