successful advice business

  • 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.

     

  • Have we seen the end of globalisation? - IMAP Independent Thought

    A war in Ukraine, rising tensions over China, and political events worldwide have caused a sharp jump in risk levels for financial markets. Jonathon Costello (Western Asset), Chris Carrodus (Evidentia), David Berthon-Jones (Aequitas), Matthew Swieconek (Findex), and Brett Sanders (Philo Capital Advisers) discuss these rising risks when constructing portfolios.

     

  • How to deal with increasingly volatile markets - IMAP Independent Thought

    When talking about risk, it’s generally referred to in relation to volatility and the potential for capital loss. Raf Choudhury (abrdn), William Higgins (DFS Portfolio Solutions), Glen Foster (Atrium), and Victor Huang (Milliman) discuss their approach to risk and how they deal with portfolio construction in an increasingly volatile environment.

     

  • IMAP's Independent Thought - Podcast Series informing on Managed Accounts, Investment Strategies, and the Investment Environment

  • Improving client relationships with philanthropy - From IMAP Independent Thought

    Caitriona Fay - Managing Partner, Community & Social Investment explains Perpetual Private’s approach to improving client relations with philanthropy and explains the 3 primary philanthropic structures that can be used in Australia

     

  • Investing attitudes of emerging investors

    Leah Willis,Head of Distribution - Australian Ethical spoke about Investing attitudes of emerging investors

    Investing attitudes of emerging investors - Leah Willis (Australian Ethical) discusses some of the key outtakes from the latest research examining the next generation of investors.

     

  • Investing in an inflationary environment

    Alex Ventelon and Wayne Chatterjee (Morgan Stanley) explain why taking a multi-asset allocation approach is better suited to generate favourable risk-adjusted returns in the current volatile and inflationary environment.

     

  • Investment management for High Net Worth clients

    IMAP Specialist Webinar Series Investment management for High Net Worth clients

    High-net-worth (HNW) clients tend to be sophisticated investors with more complex investment needs. Alex Ventelon (Morgan Stanley) and Kyle Lidbury (Perpetual Private) discuss their approach to portfolio management for these types of clients.

  • InvestTech 2023 - A faster, smarter future

    Technology will continue to play a significant role in reshaping the advice landscape in the years ahead. Andrew Inwood (CoreData), Eric Rocks (SS&C), and Samantha Hawkins (Praemium) share their insights on some of the trends in technology that will impact advice

  • InvestTech 2023 - ChatGPT: The new age of AI

    ChatGPT is one of a new breed of AI language tools that are poised to transform businesses and their relationships with clients. Dr Michael Kollo (Qurious Analytics) explains how ChatGPT is likely to impact the financial advice sector, helping improve productivity and making advice more accessible to a greater number of Australians.

  • InvestTech 2023 - Cybersecurity: A vital piece of the advice relationship

    With the financial services sector 300 times more likely to experience a cyber attack, taking cybersecurity seriously is an absolute necessity for any financial advice business. Fraser Jack (The Cyber Collective) provides his top tips for putting together a cybersecurity plan.

  • InvestTech 2023 - Technology is key for client goals

    As technology continues to reshape the advice landscape, a new wave of fintech is helping advisers to keep their clients’ goals at the centre of the advice relationship. Jacqui Henderson (Advice Intelligence) explains how this is being done.

     

  • Navigating uncertainty with global equities - From IMAP Independent Thought

    Global equities are one of the key drivers of returns for managed account portfolios, but at a time when global indices are down around 20 per cent year-to-date, managing this part of the portfolio is particularly challenging. Andy Gardner (Fiera Atlas Global Companies), Alex Ventelon (Morgan Stanley), and Daniel Stojanovski (Centrepoint Alliance) discuss their approach to navigating uncertainty with this asset class.

     

  • Overcoming detours and roadblocks for successful implementation

    There are a range of potential obstacles to avoid when implementing a managed accounts structure. Brent Bevan (MLC) identifies the key obstacles and provides solutions to overcoming them.

     

  • Portfolio customisation: Models with tailoring

    Portfolio customisation: Models with tailoring

    Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.

     

  • Practical implementation of managed accounts

    practical considerations about implementing managed accounts in a financial advice business.

    Frances Taylor & Daniel Vanderzei (Colonial First State) and Ty Cockle (Financial Foundations Australia) provide practical considerations about implementing managed accounts in a financial advice business.

     

  • Rethinking private markets - From IMAP Independent Thought

    While private equity can provide investors with capital gain and growth, and private debt with stability of capital and an uncorrelated source of income, private market assets don’t come without their risks. Adrian Mackenzie (Five V Capital), Andrew Lockhart (Metrics Credit Partners), Jonathan Ramsay (InvestSense), and Kyle Lidbury CFA (Perpetual Private) discuss the role of private markets in retail portfolios.

     

  • Safeguarding the greenness of ESG

    The regulatory landscape of ESG is changing rapidly. At the IMAP InvestTech 2021 conference, Stuart Alsop of FE fundInfo took a deep look at the regulatory landscape - both here and overseas - and explains where the industry needs to go with ESG disclosure.

     

  • Serving High Net Worth clients

    IMAP Specialist Webinar Series Investment management for High Net Worth clients

    Do the needs of high-net-worth (HNW) clients really differ from retail investors, and is this cohort actually more profitable for an advice business? Drawing on their experience working with HNW clients, Andrew Tracy (JBWere) and Will Howard (Fitzpatricks Private Wealth) share some of their insights.

  • Setting the case for Aussie equities - From IMAP Independent Thought

    Despite a challenging and volatile investment environment, Martin Conlon (Schroders), Anthony Golowenko(MLC Asset Management), Chris Reynolds (Infinity Asset Management), and Peter Bell (Bellmont Securities) set the case for Australian equities.

     

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