adviser roadshow

  • 15 years of lessons learnt

    https://commons.wikimedia.org/wiki/File:Woman_jumping_across_a_puddle_on_a_street_(5890585497).png

    John McIlroy (Crystal Wealth Partners), Martin Crabb (Shaw and Partners) and Martin Morris (Praemium) share some lessons learnt from using managed accounts as part of their advice process over the last 15 years

  • 2018 Adviser Roadshow

  • 2020 Virtual Roadshow

  • A good team, a good business

    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.

     

  • An MDA journey: Lessons learnt along the way

    Staring out with MDAs in 1997, Findex has become one of Australia’s largest providers of MDA model portfolios. Speaking at the IMAP Adviser Roadshow 2021, Kieran Canavan shares some of the insights and lessons learnt from running MDAs over the last 24 years.

  • Asset allocation: Evolution not revolution

    The biggest contributor to portfolio outcomes is asset allocation. Richard Rauch (First Sentier Investors), Michael Karagianis (JANA Investment Advisers), Alex Cathcart (Drummond Capital Partners), Jesse Imer (Mason Stevens) and Jerome Lander (WealthLander) discuss their optimal approach to asset allocation, particularly when building portfolios in a challenging environment.

     

  • Communicating with clients on ESG

    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).

     

  • Compare a pear with a pear, not an apple - Zenith

    James Damicoucas is an Investment Analyst at Zenith Investment

    Before choosing a super option, James Damicoucas says it's vital for investors to look under the hood and ensure the allocation to growth assets is consistent with their ability and willingness to assume risk.

  • Eight dimensions for building a business model

    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

     

  • Future uncertainty: What are clients asking?

    As the nation battles on with the COVID-19 pandemic, what are clients asking their advisers? Speaking at the IMAP Adviser Roadshow, Steve Aldridge AFP® and Vincent O’Neill AFP® share their insights on what clients are telling them and how their businesses are responding.

  • Investing in the transition to zero emissions

    ethical investing in wind powered electricity generation

    As well as providing strong investment returns to its clients, the companies Australian Ethical invests in are helping shape the world we live in. Here are 5 examples of companies it is  investing in that are leading the transition to a zero-carbon economy

  • The changing landscape of ESG investing

    Have the summer bushfires and COVID-19 pandemic changed the investing landscape? Speaking at the 2020 IMAP Adviser Roadshow, Leah Willis, Charles Stodart and Mary Campbell provide their views.

  • The four keys to business survival

    Jonathan Hoyle  Standford Brown 4 keys to business sucess

    Building the right foundations for any advice business will help drive success through these challenging and unprecedented times. Jonathan Hoyle talks to Jayson Forrest about the key drivers that support growth in a high performing business

  • Top three tips when advising on MDAs

    A Managed Discretionary Account (MDA) can be a complex structure to advise on, with many different components to navigate. Speaking at the IMAP Adviser Roadshow 2021, Michael Mavromatis (Holley Nethercote) provides three tips that advisers and MDA providers should consider. Number 1 "Know your product, know your obligations"...

     

  • Towards managed account implementation

    Nick Avery FInclear & Chris Wrightson Ironbark

    Nick Avery and Chris Wrightson explain how their business models provide a very different managed account service for advice practices.

  • Ultra care for ultra high-net-worth clients

    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.

     

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