Perspectives - Summer 2019

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Professionalisation – what it means for advisers

The drive for ‘professionalism’ has received a lot of focus over the period since February when the Royal Commission reported – most of it on the impact on individual advisers.

Managed accounts record strong growth

For the six months to 30 June 2019, funds under management (FUM) in managed accounts grew by 14.9 per cent or $9.26 billion, to stand at $71.38 billion. For the same six month period, ned fund inflows doubled on the previous six month period to $4.43 billion, or a 7 per cent increase on total FUM.

Enhancing the benefits of managed accounts

As more advisers and clients recognise the benefits of managed accounts, Ilan Israelstam believes these benefits can be enhanced by the use of ETFs as a core component of a managed account.

Customer eXperience

Jacqui Henderson is excited by the role fintech is playing in shaping the future of advice in Australia. She talks to Jayson Forrest about what this future might look like.

Wise leadership in the age of Artificial Intelligence

To navigate the change and challenges facing financial services, leaders will need to help their teams adapt, integrate and embrace the changes that artificial intelligence will bring, says Gihan Perera.

Business transformation

IMAP’s third consecutive InvestTech conference showcased the latest technology offerings and solutions for the managed accounts sector.

Digital transformation

Lifewealth is so serious about technology that it has its own digital division. Jason Harwood explains how Lifewealth’s technology strategy reflects its business strategy.

Innovation and your technology strategy

Speaking at InvestTech 2019, Adam Pointon outlines some of the key considerations required to successfully roll out technology within a planning business.

Fintech at InvestTech

InvestTech 2019 showcased a number of leading fintech companies that are offering cutting-edge solutions to financial advisers and advice practices. The following showcases three of these companies.

Client-centric investment decision-making

It was a full house at the Arts Centre Melbourne on 22 October, when IMAP conducted its second Portfolio Management Conference for the year. With 11 sessions on offer, there was a good selection of client-focused investment topics and presentations for managed account professionals.

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