Institute of Managed Account Professionals

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Giving Advice on Managed Accounts – Best Interest and Other Considerations Free Webinar by IMAP
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 runs from 6 to 10 December 2021 with a 1 hour webinar each day  The theme of IMAP's 2021 conference is
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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The State of Managed Accounts – Now a $111bn market - 7 factors that are driving growth
on 16 September 2021

The State of Managed Accounts – Now a $111bn market - 7 factors that are driving growth

Perspectives - Spring 2021

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
on 16 September 2021

IMAP announces that Managed Account FUM reaches $111.01bn on 30 June 2021

Perspectives - Spring 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
on 14 September 2021

We are Morgan Stanley - Licensee Category

Perspectives - Spring 2021

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...

Diversification is key to RAM’s success - Fixed Interest Catergory
on 10 September 2021

Diversification is key to RAM’s success - Fixed Interest Catergory

Perspectives - Spring 2021

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
on 08 September 2021

The Nucleus of great innovation wins the Innovation category

Perspectives - Spring 2021

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...

Focused businesses deliver outperformance - International Equities Catergory
on 07 September 2021

Focused businesses deliver outperformance - International Equities Catergory

Perspectives - Spring 2021

With a view on focused businesses to drive portfolio diversity and outperformance, Franklin Templeton has taken out the 2021 IMAP Managed Accounts Award for International Equities.  

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