successful advice business

• 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

• 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 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

   

• 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

   

• 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.

   

• 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

   

• 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 digital first business

  Martin Morris (Centric) explains the need for the advice industry to embrace technology in order to satisfy the digital expectations of clients & provides insights into how to build a digital first culture within an advice business.

   

• 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

  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
  

• Connecting with the next generations

  Inter-generational wealth transfer is transforming the financial landscape. Damon Riscalla (Betashares) discusses what matters most to each generation, &provides insights on how advisers can strengthen & sustain these valuable connections.

   

• 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

  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.