Professional Practice

  • 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.

  • Differentiating your advice service

    IMAP Advice in Action Conference 2023 Differentiating your advice service

    Andrew Mathie (Praemium) reveals key insights from Praemium’s latest research to explain why using managed accounts can help differentiate an advice service

  • FASEA announces one-off CPD relief for advisers

    FASEA Update

    Financial advisers will be granted an additional three months to meet their required 40 hour CPD requirement. The decision to provide relief for advisers with their CPD requirements was made by the Financial Adviser Standards and Ethics Authority (FASEA) in response to business disruption caused by COVID-19. 

  • IMAP Announces 2020 Managed Account Awards Finalists

    The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2020 IMAP Managed Account Awards. covering categories for Innovation, LIcensee (for MDA programs developed integrated into the advice process, and both single sector asset classes and multi asset class programs delivered as either MDA portfolios of platform based SMAs...

  • My Perspective - The small things count

    What we are all going through with COVID-19 is no small thing. However, as Guy Vicars writes, it’s the small things you do, for yourself and for others, that will make a big difference, as we emerge out the other side of this pandemic.

  • Talking ESG to clients

    IMAP Advice in Action Conference 2023 Talking with Clients about ESG investment

    With interest and growth in ESG investing showing no signs of abating, Jessica Harris - Financial Adviser (MGD Wealth) explains her approach when talking to clients about this style of investing.

  • 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.

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