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
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.
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.
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
The COVID-19 pandemic is redefining the workplace, as more Aussies are forced to work from home. Adele Martin CFP® has been working from her virtual office for nearly five years. She shares her remote working tips with Jayson Forrest.
Nick Avery and Chris Wrightson explain how their business models provide a very different managed account service for advice practices.