advice

• Advice on managed accounts: A legal perspective

  Simon Carrodus considers the legal and regulatory obligations for advisers when advising on managed accounts. This IMAP presentation was moderated by Jenny Mulders, Chair of the IMAP Regulatory Group.

   

• Beyond 2023: The next 10 years of managed accounts

  As managed accounts continue to grow rapidly, speakers at the IMAP Specialist Webinar Series on ‘Transforming advice into wealth management’ reveal their thoughts on how their businesses are preparing for the next 10 years and beyond.

   

• IMAP responds to Treasury's Quality of Advice Review

  IMAP responds to Treasury's Quality of Advice review saying that "the recommendation to give “good advice” instead of “act in the Best Interest of the Client” would replace a well understood duty which imposes clear obligations on both the person and organisation providing the advice with a far less rigorous standard."

• The Quality of Advice Review: Understanding the dimensions of quality

  With submissions now closed for the Quality of Advice Review, Adrian Kwa (Strategie3) and Toby Potter share their thoughts on what quality advice is and outline their key recommendations to Treasury

   

• Vertical integration and the role of advice

  Vertical integration remains a hot topic of discussion within the industry and one which was keenly discussed by Piers Bolger (Infinity Asset Management/Viridian Financial Group), Matthew Swieconek (Findex) and Paul Forbes (Australian Advice Network) at a recent IMAP webinar on ‘The strategic role of wealth management in a diversified financial services business’

   

• When AdviceTech meets InvestTech

  Speaking to an audience of around 200 at the IMAP InvestTech 2021 virtual conference, the CEO of WealthO2, Andrew Whelan, outlined the role technology can play in enabling advice practices to achieve scale and efficiency, while reducing many of the common causes of stress for advisers.