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IMAP''s Perth -  Portfolio Management 2021 Registrations now open  for new date of 20th July 2021
IMAP'S inaugural Perth Portfolio Management Conference 2021

20th July 2021

Strategic Insights - Portfolio Management
for Managed Accounts in the "new Normal"

IMAP inaugural Portfolio Management Conference 2021 in Perth features industry experts who will delve into the practicalities in making investment choices in the context of the current global market backdrop.

The Conference Program features the best of this IMAP conference's 2 agendas first held in Brisbane & Sydney in Feb / March 2021

REGISTRATIONS STILL OPEN

FASEA CPD Accredited

IMAP Managed Account Awards 2021 Submissions opening soon
IMAP Managed Account Awards 2021

For your information the closing date for submissions has passed and we are no longer accepting submissions. Thank you to the organisations who have entered for the Awards.

Judging of summissions has commenced.

The next next milestone is the announcement of the Finalists scheduled for 23rd July 2021

Please contact the IMAP Events Team by email or phone with any questions

E: awards@imap.asn.au Phone: +61 2 8003 4147

Ultra care for ultra high-net-worth clients
on 15 June 2021

Ultra care for ultra high-net-worth clients

Perspectives - Winter 2021

John Woodley (Fitzpatricks Private Wealth), John Barton (MGD Wealth) and moderator, Greg Miller (Wealth Market) explain the challenges and demands of working with ultra high-net-worth clients.  

Communicating with clients on ESG
on 15 June 2021

Communicating with clients on ESG

Perspectives - Winter 2021

ESG and ethical investing is becoming increasingly important in the advice space, as more investors turn to this style of investing. Speaking at the IMAP Adviser Roadshow 2021, Angela Ashton...

15 years of lessons learnt
on 28 May 2021

15 years of lessons learnt

Perspectives - Autumn 2021

John McIlroy (Crystal Wealth Partners), Martin Crabb (Shaw and Partners) and Martin Morris (Praemium) share some lessons learnt from using managed accounts as part of their advice process over the...

How to obtain a copy of the FSC / IMAP Template for DDO
on 26 May 2021

How to obtain a copy of the FSC / IMAP Template for DDO

News

IMAP and the Financial Services Council (FSC) have developed a template specifically for Managed Accounts that complies with the FSC developed industry data standards to facilitate compliance with the new...

Working with not-for-profit clients
on 26 April 2021

Working with not-for-profit clients

Perspectives - Autumn 2021

Working with not-for-profit organisations can sound attractive, but it comes with very distinct challenges. Alex Pikoulas CFA (Lipman Burgon & Partners), Greg Barter (Findex) and moderator, Greg Miller (Wealth Market),...

Managing a wholesale and HNW client base
on 22 April 2021

Managing a wholesale and HNW client base

Perspectives - Autumn 2021

David Andrew (Capital Partners Private Wealth), Paul Ashworth (Cameron Harrison), Simon Carrodus (The Fold Legal) and moderator, Greg Miller (Wealth Market), share their insights on building a Wholesale and High...

15 years of lessons learnt
on 28 May 2021

15 years of lessons learnt

Perspectives - Autumn 2021

John McIlroy (Crystal Wealth Partners), Martin Crabb (Shaw and Partners) and Martin Morris (Praemium) share some lessons learnt from using managed accounts as part of their advice process over the...

How to obtain a copy of the FSC / IMAP Template for DDO
on 26 May 2021

How to obtain a copy of the FSC / IMAP Template for DDO

News

IMAP and the Financial Services Council (FSC) have developed a template specifically for Managed Accounts that complies with the FSC developed industry data standards to facilitate compliance with the new...

Working with not-for-profit clients
on 26 April 2021

Working with not-for-profit clients

Perspectives - Autumn 2021

Working with not-for-profit organisations can sound attractive, but it comes with very distinct challenges. Alex Pikoulas CFA (Lipman Burgon & Partners), Greg Barter (Findex) and moderator, Greg Miller (Wealth Market),...

Managing a wholesale and HNW client base
on 22 April 2021

Managing a wholesale and HNW client base

Perspectives - Autumn 2021

David Andrew (Capital Partners Private Wealth), Paul Ashworth (Cameron Harrison), Simon Carrodus (The Fold Legal) and moderator, Greg Miller (Wealth Market), share their insights on building a Wholesale and High...

Uptake of managed accounts accelerates
on 19 April 2021

Uptake of managed accounts accelerates

Perspectives - Autumn 2021

The appetite of investors and financial planners for managed accounts continues to grow, with new client inflows into managed accounts expected to surge over the next  3 years. 70% of...

Opportunities in Asia
on 08 April 2021

Opportunities in Asia

Perspectives - Autumn 2021

As the world begins to return to some form of normalcy, with the rollout of a COVID-19 vaccine, parts of Asia are re-opening and economic activity is resuming. Along with...

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