Perspectives Summer 2019

19 December 2019

The drive for ‘professionalism’ has received a lot of focus over the period since February when the Royal Commission reported – most of it on the impact on individual advisers.

18 December 2019

For the six months to 30 June 2019, funds under management (FUM) in managed accounts grew by 14.9 per cent or $9.26 billion, to stand at $71.38 billion. For the same six month period, ned fund inflows doubled on the previous six month period to

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16 December 2019

As more advisers and clients recognise the benefits of managed accounts, Ilan Israelstam believes these benefits can be enhanced by the use of ETFs as a core component of a managed account.

15 December 2019

Jacqui Henderson is excited by the role fintech is playing in shaping the future of advice in Australia. She talks to Jayson Forrest about what this future might look like.

14 December 2019

To navigate the change and challenges facing financial services, leaders will need to help their teams adapt, integrate and embrace the changes that artificial intelligence will bring, says Gihan Perera.

13 December 2019

IMAP’s third consecutive InvestTech conference showcased the latest technology offerings and solutions for the managed accounts sector.

12 December 2019

Lifewealth is so serious about technology that it has its own digital division. Jason Harwood explains how Lifewealth’s technology strategy reflects its business strategy.

11 December 2019

InvestTech 2019 showcased a number of leading fintech companies that are offering cutting-edge solutions to financial advisers and advice practices. The following showcases three of these companies.

10 December 2019

Speaking at InvestTech 2019, Adam Pointon outlines some of the key considerations required to successfully roll out technology within a planning business.

09 December 2019

It was a full house at the Arts Centre Melbourne on 22 October, when IMAP conducted its second Portfolio Management Conference for the year. With 11 sessions on offer, there was a good selection of client-focused investment topics and

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