Transitioning to a managed accounts structure can be challenging for any advice business, particularly for smaller boutique firms. Michael Bova (Family Wealth Advisory) joins Steven Jessop (Lonsec) in explaining some of the key considerations advice practices need to make when transitioning to managed accounts.

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 (Evergreen Consultants), Dugald Higgins (Zenith Investment Partners) and Leah Willis (Australian Ethical) explain their approach to communicating with investors on ESG. The session was moderated by Alan Logan (Marcona Partners).

Choosing the right business model that fits the capabilities and needs of your clients can be challenging for many advice businesses. Chris Wrightson (Ironbark Asset Management) and Tony Lynch (FinClear) explore eight key areas that businesses should consider as part of building a successful business strategy

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.