successful advice business

  • 15 years of lessons learnt

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    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

  • 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 tech choices: platform vs ecosystem

    The financial services sector is on the cusp of a major shift in advice technology. Speaking at the IMAP InvestTech 2021 virtual conference, - reveals some of the emerging technology trends that will impact the industry over the coming years

     

  • Are we heading for a recession?

    Recession’ is a word that is increasingly gaining prominence in both news headlines and in many adviser/client conversations. Diana Mousina (AMP Capital) and David Matesic (Atrium Investment Management) recently joined together to discuss whether Australia is heading towards a recession and how portfolios should be positioned in response.

     

  • 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.

     

  • BlackRock - Back to a volatile future - IMAP Independent Thought

    Katie Petering - Director & Head of Investment Strategyexplains the BlackRock Investment Institute’s latest views on tactical asset allocation, including the three key investment themes it expects will play out over the next six months.

     

  • Bonds are now an option for Portfolios - From IMAP Independent Thought

    With the global economy slowing and recessionary pressures growing, how should advisers and portfolio managers respond to their fixed income settings? Adam Bowe (PIMCO), Dr Isaac Poole (Oreana Portfolio Advisory), Lukasz de Pourbaix (Lonsec), and Michael Karagianis (JANA Investment Advisers) discuss the role of fixed income in portfolios.

     

  • Building a practice with HNW clients

    Vincent O’Neill (Stanford Brown) and Michael Karagianis (JANA Investment Advisers) discuss how advice firms successfully attract and support HNW clients, while individualising the advice service offering for them.

     

  • Building a sustainable HNW client offering

    IMAP Specialist Webinar Series Investment management for High Net Worth clients

    James Trude (Clime) and Michael Karagianis (JANA) take a look at the intricacies of building a sustainable HNW client offering, and explore the opportunity for advice practices from a growth in intergenerational wealth transfer

  • 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

  • Disruption: friend or foe?

    Does artificial intelligence and machine learning really work in portfolio management? IMAP Specialist Webinar features Dr James Yang (Coolabah Capital Investments), Dr David Allen (Plato Investment Management), David Wanis (Longwave Capital), Dr Jerome Lander (WealthLander) and Rob Da Silva ( SQM research) on ‘Investing in Disruption’.

     

  • Earning tomorrow’s clients

    IMAP Advice in Action Conference 2023 Searching for Tomorrow's Adviser Clients - they will have different goals and needs

    Advisers are increasingly recognising that the rules around investing don’t apply to the next generation of clients, so to attract the next generation of clients, advisers will need to rethink their approach to servicing a very diverse demographic base, says James Kingston - BlackRock

  • Empowering investor success

    For advisers to thrive in the delivery of managed account advice, they first need to understand the challenges involved in the advice process. Speaking at the IMAP InvestTech 2021 virtual conference, Rick Di Cristoforo - Director of Research Products AU/NZ at Morningstar - discusses six of these challenges

     

  • Four-step approach to technology adoption

    Choosing and implementing the right technology for a financial planning business can be challenging and often confusing. Paul Moran (Moran Partners Financial Planning) shares his four-step approach to adopting technology.

     

  • Future focus: Scenario planning for an uncertain future

    Gihan Perera

    In an increasingly uncertain world, Gihan Perera explains the three-step process of using ‘scenario planning’ to map the future of your business.

  • Getting the benefits of real assets for retail investors - IMAP Independent Thought

    How necessary are real assets and private equity as a component of portfolios for retail investors, and how can they access these assets? This was one of the questions considered by Dale Holmes (Spire Capital), Robert Talevski (Activus Investment Advisors), and Tom Schubert (Drummond Capital Partners)

     

  • Getting to the Core of portfolio management

    It’s no easy feat to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has stepped up for a third consecutive year - a first by any licensee in this category - to take out this year’s award. Alex Ventelon and Wayne Chatterjee CFA explain Morgan Stanley’s approach to managed accounts.

     

  • Globalisation poised to change industry

    IMAP Chair Toby Potter and Peter Worn - Joint Managing Director at Finura Group - provide their key insights from the IMAP InvestTech 2021 virtual conference, including the likely themes that are expected to play out in the industry from 2022 and beyond.

     

  • Has inflation peaked? - IMAP Independent Thought

    Inflation underpins every asset class. But have we seen the peak of inflation? Jay Sivapalan (Janus Henderson), Hugh Dive (Atlas Funds Management), Kieran Rooney (Evergreen Consultants), and Chamath De Silva (BetaShares) discuss the implications of inflation on portfolio construction and asset allocation.t.

     

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