IMAP Adviser Roadshow 2020: “Professionalisation – What it Means for Advice Businesses”

270 sleeps to the future

AZNGA has appraised hundreds of advice practices and acquired 50. Learn what Paul Barrett and his team often find when they look under the covers and how to ensure that your practice can compete in the emerging world. Hear from Paul why he believes that successful advice firms will either be ""Professional Services Specialists"" or won't survive. "

Presenter

Paul Barrett, AZNGA

Have the bushfires changed the investing landscape as well? - What will clients expect Responsible Investing to mean?

As clients come back from holidays with images of the bushfires fresh in their minds, many will ring their adviser with a renewed determination to ensure that their portfolio is "doing good". How should advisers prepare for these conversations? This session will help you understand how to operate with a broader purpose and build deeper engagement

Presenters

Leah Willis Australian Ethical, Charles Stodart CFA Zurich and a local Advice Principal in each centre

ASIC – What we expect, what we’re doing

Hear from ASIC as Rhys Bollen flags the issues which they believe are important in the use of managed accounts and how they believe conflicts should be managed.

Presenter

Rhys Bollen, Senior Executive Leader Investment Managers

Why our business model will survive?

How large does a practice need to be to be scalable, but how big is too big to exercise control or manage risk? What is the best way to recruit and remunerate advisers to ensure aligned interests between clients, advisers and licensees? Bianca de Melo of Macquarie will moderate a session in each centre with local advice principals who have thought through these issues for their own business and arrived at an answer they believe makes their businesses robust and durable.

Presenters

Bianca de Melo Macquarie and local advice principals in each centre

The real impact of managed accounts on an advice business

Recent research proves the quantifiable benefits for advice businesses who use managed accounts , The session will also cover the best strategy in choosing managed account technology.

Presenter

Martin Morris Praemium

How professional practices implement Managed Accounts

Ironbark have acquired several advice practices where different types of managed account are central to their service offer.  Hear about real case studies from Chris Wrightson on how they make it work and form Tony Lynch of Finclear, a specialist direct MDA provider, on how their clients are combining investment capability and technology to build MDA programs.

Presenters

Chris Wrightson Ironbark, Tony Lynch Finclear

Lessons from another Profession

"What does it really mean to be a professional in a professional service firm? How do other professions handle the conflicts which arise in every day dealings with clients? Hear from Andrew Bradley, Financial Services Partner at Minter Ellison about how they handle the issues of "Being a Professional"

Presenter

Andrew Bradley Partner Minters

Professional portfolio management - what do licensees need to have?

In this session you'll hear from two of Australia's leading financial services providers how they construct portfolios and the standards that they apply. And you'll hear from one of the longest established MDA Providers what they expect of a licensee when they want to be involved in the portfolio management process. The session is moderated by one of Australia’s most experienced licensee portfolio managers

Presenters

David Bassanese, Betashares, Lukasz de Pourbaix Lonsec, Shane Hawke Oreana