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IMAP’s Advice in Action 2025 conferences, in association with Centric are being held in Melbourne & Sydney, and will provide you with key insights into the ways in which advice practices are adapting to the new environment and technological advances.
The presenters represent some of Australia’s leading and most successful advice businesses.
They have thought through the best responses to the challenges we have all faced.
They have also mastered how to use technology to become a client centric business.
Other topics at Advice in Action include;
- Intra and Inter-Generational Advice
- HNW and Managed Accounts
- AI - Trends, opportunities and how advice practices can unlock enhanced efficiency
- Emerging Advice Technology
- Pros and Cons of in house managed account portfolios
- Analysing your practice
Finishing at 2pm you can be back in the office for the afternoon
Melbourne Tuesday 22nd July 2025 – venue RACV Club in the CBD
Sydney Thursday 24th July 2025 – venue Paradox Sydney (Previously Radisson Blu) Pitt Street
The Conferences are each "Legislated CPD Accredited' for 5 hours (approx)
REGISTER BY Friday 4th JULY 2025 FOR EARLY BIRD DISCOUNTS ON REGISTRATION
In it's 8th year the IMAP Managed Account Awards recognises excellence, client service, professionalism, and best practice in the Australian managed account industry.
IMAP encourages boutique and larger licensees, investment providers, and innovators to enter to showcase our industry to investment advisers, their clients and all participants in our industry
Awards Categories are:
- Licensee Managed Account Portfolios
- Boutique Licensee Managed Account Portfolios
- Investment Asset Classes (Australian Equities / Australian Equities Small Cap
International Equities / Multi Asset / Fixed Interest) - Responsible Investing Portfolios
- Retirement Portfolios
- Innovation in managed accounts
What to cover when it’s time to review your Managed Account Program
What should advice groups consider when reviewing their managed accout program to assess whether or not the program is still achieving its objectives and working as well as it should?
Beyond 60/40: ESG: A balance of ideology and thesis
Dianna Enlund (S&P Global Sustainable1) and Mark Jordan (Nanuk Asset Management) consider the difficulties in constructing portfolios for clients with responsible objectives that sit outside the traditional 60/40 framework
Beyond 60/40: Thematics - Investing in the new economy
Chad Hitzeman (Global X), Hugh Lam (Betashares), and Michael McCorry (BlackRock Investment Management) consider how thematic and alternative investments can be used to enhance the framework of a traditional portfolio....
A different approach to retirement income
Not all investors are suited to a traditional 60/40 portfolio, particularly when in retirement phase. Frank Danieli (MA Financial Group), Darren Beesley (Evidentia Group), and Daniel Stojanovski (Ventura Funds Management)...
Beyond SMAs: The next evolution
Mike Wright (Evidentia/Lonsec), Alex Donald (Ironbark), and Kieran Canavan (Centric) explore the evolving structure of managed accounts as more investors turn to this structure to access illiquid investments and wholesale...
Retirement portfolios: Solutions for a new world
Julian Lefcovitch (North) and Oliver Ge (Pendal) discuss the challenges facing retirees, and provide key considerations for advisers to help them navigate the complexities of retirement planning.
What to cover when it’s time to review your Managed Account Program
What should advice groups consider when reviewing their managed accout program to assess whether or not the program is still achieving its objectives and working as well as it should?
Beyond 60/40: ESG: A balance of ideology and thesis
Dianna Enlund (S&P Global Sustainable1) and Mark Jordan (Nanuk Asset Management) consider the difficulties in constructing portfolios for clients with responsible objectives that sit outside the traditional 60/40 framework
Beyond 60/40: Thematics - Investing in the new economy
Chad Hitzeman (Global X), Hugh Lam (Betashares), and Michael McCorry (BlackRock Investment Management) consider how thematic and alternative investments can be used to enhance the framework of a traditional portfolio....
A different approach to retirement income
Not all investors are suited to a traditional 60/40 portfolio, particularly when in retirement phase. Frank Danieli (MA Financial Group), Darren Beesley (Evidentia Group), and Daniel Stojanovski (Ventura Funds Management)...
Beyond SMAs: The next evolution
Mike Wright (Evidentia/Lonsec), Alex Donald (Ironbark), and Kieran Canavan (Centric) explore the evolving structure of managed accounts as more investors turn to this structure to access illiquid investments and wholesale...
Retirement portfolios: Solutions for a new world
Julian Lefcovitch (North) and Oliver Ge (Pendal) discuss the challenges facing retirees, and provide key considerations for advisers to help them navigate the complexities of retirement planning.
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