Continuing the series
Wednesday 25th May 2022
Developing Wealth Management from an Accountancy base
Michael Rees-Evans, William Buck & Matthew Walker, WLM
Friday 27th May 2022
The Strategic role of Wealth Management in a diversified financial services business
Piers Bolger, Viridian / Infinity Asset Management & Matthew Swieconek, Findex
23rd, 25th & 27th May 2022 commencing 12PM AEST
Specialist Webinar Series: Transforming Advice into Wealth
May
2022
Investment recommendations have always been a core role for advice practices. But increasing professionalism is making this a much more structured part of the advice service offer and managed accounts have become a key delivery vehicle for that. Many see it as one of the very few options which can make advice businesses sustainable.
This important IMAP webinar series will discuss this fundamental topic with organisations which are in the journey or for whom it’s now “The way we work”.
Moderated by Paul Forbes, CEO of Australian Advice Network,
Register once for all three webinars (Free to attend)
CPD Accredited for 3 hours approx
Paul Forbes AAN Series Moderator
Michael Rees - Evans - William Buck
Piers Bolger - Viridian Advisory
Scott Fletcher - Woodbury Financial Services
IMAP's Advice in Action - Adviser Conference 2022
Conference venues are Melbourne, Sydney and Brisbane
Topics include
Business process improvement & outsourcing
Selection, implementation & transitioning to Managed Account programs
Current regulatory issues including Best Interest and much more
CPD Accredited
IMAP Managed Account Industry Awards 2022
Recognising best in class for Managed Account Licensees, Innovators ESG Portfolios and Investment Asset providers
Award Submissions are now OPEN
PLease click in the more information button below to learn more about how to enter the 2022 Awards
Please contact the IMAP Awards team if you have any queries:
E: awards@imap.asn.au
P: 02 8003 4147
July
2022
IMAP'S inaugural Perth Portfolio Management Conference 2022
Strategic Insights - Portfolio Management for Managed Accounts in the "new Normal"IMAP inaugural Portfolio Management Conference 2022 in Perth features industry experts who will delve into the practicalities in making investment choices in the context of the current global market backdrop
Registrations still open - all existing registrations for the postponed Sept 2021 & new postponed 10th March 2022 events (due to COVID restrictions on travel) will be honoured or refunded upon request
Legislated CPD Accredited
SEPT
2022
Independent Thought Conference
Managing Portfolios in a Global CrisisFeaturing opinions on 5 asset classes from 15 Portfolio Managers on opportunities, risks and signals amidst the global threats of war, market volatility, Covid and geo political upheaval
This event brings IMAP's podcast series on "Independent Thinking" about investment to life and is being held at the Hilton Conference Centre on George Street, Sydney.
SAVE THE DATE 6th SEPTEMBER 2022 REGISTRATIONS opening in June 2022 Legislated CPD Accredited
IMAP's Managed Account Zone expo is supported by:
Blackmore Capital
Elston Asset Management
Evergreen
Milliman
Mason Stevens
Morningstar
Philo Capital
Zenith Partners
Find out more about Managed Accounts at the FPA Professionals Congress in Sydney on 23 - 24 November 2022
IMAP's Managed Accounts Zone is a great "no pressure" way for advisers and dealer principals to find out more about implementing and operating Managed Account services.
Please support us supporting the FPA Congress by coming and talking with our managed account service providers.
You can view the latest offerings and discuss challenges, opportunities and learnings from implementing and growing managed accounts as part of the adviser solution mix.
Here is the link to the FPA Professionals Congress home page