webinars

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.

Alternatives' is a catchall for a huge range of investment opportunities designed to improve returns or reduce risk in portfolios. Daniel Stojanovski (Centrepoint Alliance) talks to three research house experts - Deanne Baker (Lonsec), Steven Tang CFA (Zenith Investment Partners) and Tim Murphy CFA (Morningstar) - about their views on using alternatives in portfolios

Katie Petering (BlackRock) and Alex Donald (Ironbark) discuss how inflation could hurt long duration growth stocks, and how global equity portfolios should reposition for this new environment.

Beating a high calibre field of entries, First Sentier Investors has taken out the 2021 IMAP Managed Accounts Award in the Australian Equities category

How do portfolio managers and advisers transition portfolios to a higher interest rate environment? Brad Matthews (Brad Matthews Investment Strategies), Brendan Paul (Atrium Investment Management), and David Cohen (Evergreen Consultants) discuss the implications of inflation and interest rate rises on portfolios.

A focus on performance consistency and client satisfaction has seen Morgan Stanley Wealth Management Australia take out the 2021 IMAP Managed Accounts Award category for Multi Asset.

By understanding the world’s megatrends, financial advisers and portfolio managers can better equip themselves to build portfolios that meet the investment objectives of clients. Monik Kotecha (Insync Funds Management) shared his insights on these megatrends at the 2022 IMAP Portfolio Management conference

With submissions now closed for the Quality of Advice Review, Adrian Kwa (Strategie3) and Toby Potter share their thoughts on what quality advice is and outline their key recommendations to Treasury

Speaking at a recent IMAP webinar, Nigel Crampton, Peter Tiffin and Andrew Lowe explored some non-traditional approaches to portfolio construction for delivering income to investors. The webinar was part of an IMAP series hosted by Michael Karagianis - a senior consultant at JANA Investment Advisers.....

Vertical integration remains a hot topic of discussion within the industry and one which was keenly discussed by Piers Bolger (Infinity Asset Management/Viridian Financial Group), Matthew Swieconek (Findex) and Paul Forbes (Australian Advice Network) at a recent IMAP webinar on ‘The strategic role of wealth management in a diversified financial services business’

It’s no easy undertaking to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has done it for a second consecutive year - a first by any licensee in this category.