managed accounts

• ASIC Update December 2019 from IMAP Regulatory Group

  ASIC Update 8th December 2019 Dr Rhys Bollen, Senior Executive Leader of the Investment Manager Team within ASIC spoke at the Professional Planner Researchers Forum. Read on for IMAP's view of the high level takeouts from his presentation and  considerations for licensees who advise on managed accounts.

• 15 years of lessons learnt

  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

• 2020 IMAP Award for Fixed Interest category

  Fundamentals pay off at Real Asset Management who have won the IMAP Award for a third consecutive year in the Australian Fixed Interest category. Thi ssuccess speaks highly to the quality of processes, people and performance track record at Real Asset Management.

• 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) explore the difficulties in constructing retirement portfolios for clients

   

• A synchronised approach to monetary policy

  Grant Feng (Vanguard) shares some of the latest insights from Vanguard in relation to its global economic and market outlook.

   

• A targeted approach to Australian equities

  John Guadagnuolo (Antares Equities), Melinda White (Longwave Capital), and Martin Crabb (Shaw and Partners) share their thoughts on Australian equities in a sticky inflationary environment.

   

• About the IMAP Managed Account Awards 2018
• Advice efficiency gains through AI tools

  Jackie Clark (Colonial First State) & Sean Lee (Colonial First State) discuss how advisers can use readily available AI tools to complete office tasks, and help drive business efficiency

   

• Advice in a volatile market

   CEO Angus Mason talks with Anne Hamieh of Xplore Wealth about how Cashel Family Office is using managed accounts and technology to better manage market volatility.

• 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.

   

• Advice technology: It’s time to rethink business processes

  Mark Papendieck  (DASH) shares his insights on building the right foundations and frameworks for adopting emerging advice technology, like cloud computing and AI, within an advice business

   

• Alternative Universe - John Kim (Macquarie) and Arnie Selvarajah (Bell Direct)
• Alternatives: A portfolio diversifier

  Frederick Pollock (GCM Grosvenor), Alexander Chambers (Wellington Management), and Kieran Canavan (Centric) believe there’s a lot to like about alternatives, particularly in multi-strategy portfolios.

   

• AMP announces the North platform reached $14.9 bn of managed account portfolio assets under management as at 31 March 2024

  AMP Ltd has released its Q1 2024 cashflows and latest AUM figures showing that North managed portfolios assets reached $14.9 bn as at end of Q1 2024

• AMP, BlackRock & Lonsec combine in powerful managed account initiative

  AMP Advice has launched Australia-first solution for democratising access to managed portfolios

• Artificial intelligence: Friend or foe?

  Glenn Calder (Viridian Financial Group) and James Wartho (Fifth Logic and FinTalkr) share their views on how AI will shape the future of financial advice, and how the rise of artificial intelligence (AI) and its implications for financial advice has some advisers worried and others excited.

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• ASIC action plans and better client outcomes

  Alan Kirkland (ASIC) & Toby Potter (IMAP) discuss ASIC’s 2025-26 Corporate Plan in relation to managed accounts, including conflicts of interest, a governance framework, and assessing consumer outcomes

   

• ASIC suspends work on MDA consultation paper

  ASIC has announced that as at 23 March 2020 it has immediately suspended a number of near-term activities which are not time-critical,including a consultation paper on Managed Discretionary Accounts...

• ASIC updates Regulatory Guide 97: Disclosing fees & costs in PDSs & Periodic Statements

  Updated guidance gives more clarity on how superannuation & managed investment product issuers & platform operators should disclose fees & costs.

• ASPIRE to portfolio tailoring in managed accounts

  David Hutchison (North) believes the industry needs to broaden the appeal of managed accounts to make this structure more attractive to advisers who seek the flexibility of adjusting client portfolios