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
Read more: ASPIRE to portfolio tailoring in managed accounts
Veronica Klaus (Lonsec) and David Wilson (JANA Investment Advisers) discuss the pros and cons of in-house managed account portfolios, which can building great investment solutions for clients & bringing efficiencies, but can come with challenges.
Read more: In-house managed account portfolios - Pros and Cons
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.
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
Martin Morris (Centric) provides insights into the growth of high-net-worth investors, including what drives their behaviour towards investing, and thoughts on how advisers should approach this cohort of sophisticated investors
"While big super funds pour billions into stock picking, they’re still being beaten by investors with a portfolio of simple ETFs" says Chris Byrcki Founder & CEO of Stockspot
Read more: Why ETF investors are quietly beating the biggest super funds
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
Read more: Advice technology: It’s time to rethink business processes
AMP Advice has launched Australia-first solution for democratising access to managed portfolios
Read more: Retirement income certainty and choice at the heart of North’s investment menu additions
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