Institute of Managed Account Professionals
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Giving Advice on Managed Accounts – Best Interest and Other Considerations Free Webinar by IMAP
Wednesday 29th September 12PM AEST
As we navigate the new financial services requirements in October, are there special considerations for providing advice on Managed Accounts?
In this session Simon Carrodus of The Fold Legal will be discussing:
- - What additional benefits should the"In-house" product provide?
- - How far do you need to go in your SOA?
- - What fees is it okay to charge for?
FASEA CPD Accredited
Virtual InvestTech 2021 Conference
Virtual InvestTech 2021 conference runs from 6 to 10 December 2021 with a 1 hour webinar each day
The theme of the 2021 conference is "Connecting Clients to Advice"
- Topics include:
- Data for licensee decision making
- Dual Technology Strategy
- Advice Tech Choices - Platform vs Ecosystem
- Self licensing - implications for managed accounts
Please join us as our presenters take us through ways to successfully apply technology to deliver improved service to financial advisers for the benefit of their clients.
Registrations and more information will be opening soon in October 2021 for conference attendees
If you have any queries please contact
Jenny Phimleut IMAP Events teamto
P: 02 8003 4147 E: jenny.phimleut@imap.asn.au
FASEA CPD Accredited
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Managed accounts are an important growing part of the advice profession and IMAP’s 2021 Census of the managed account market shows a total FUM as at 30 June 2021 of...
IMAP announces that Managed Account FUM reaches $111.01bn on 30 June 2021
IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census long term series and announces that Managed Account FUM reaches $111.01bn on 30 June 2021. Use...
We are Morgan Stanley - Licensee Category
It’s no easy undertaking to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has done it for a second...
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In an impressive display of portfolio management, Real Asset Management has taken out the Australian Fixed Interest category in the 2021 IMAP Managed Accounts Awards for an unprecedented four consecutive...
The Nucleus of great innovation wins the Innovation category
Nucleus Wealth’s proprietary software system - Proton - is helping to streamline the managed accounts offering at this Melbourne-based business. Its technology offering has taken out the Innovation category at...
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