Webinar: State of Managed Accounts 2022
This webinar is presented by Irene Guiamatsia of Investment Trends and David Wright of Zenith Investment Partners. Moderated by Toby Potter of IMAP
IMAP Webinar: Are we heading for a Recession?
This webinar is presented by Diana Mousina (AMP) & David Matesic (Atrium Investment Management). Hosted by David McDonald, IMAP
IMAP Webinar series: Technology Drivers for the New Advice World - Portfolio and Client Reporting Tools
This webinar is presented by Martin Morris (Praemium) and Mark Smith (Elston Asset Management). Moderated by Mike Pope (LaVista Licensee Solutions)
IMAP Webinar series: Technology Drivers for the New Advice World - Advice Technology
This webinar is presented by Andrew Whelan (DASH) and Paul Moran (Moran Partners Financial Planning). Moderated by Mike Pope (LaVista Licensee Solutions)
Quality of Advice Review
With submissions now closed for the Quality of Advice Review, Adrian Kwa (Strategie3) and Toby Potter - IMAP Chair share their thoughts on what quality advice is and outline their key recommendations to the Australian Treasury
Specialist Webinar Series: Transforming Advice into Wealth Management - The Strategic role of Wealth Management in a diversified financial services
This webinar is presented by Matthew Swieconek of Findex and Piers Bolger of Viridian Advisory/Infinity Asset Management. Moderated by Paul Forbes of Australian Advice Network
Specialist Webinar Series: Transforming Advice into Wealth Management - Developing Wealth Management from an Accountancy Base
This webinar is presented by Matthew Walker of Dynamic Asset and Michael Rees-Evans of William Buck. Moderated by Paul Forbes of Australian Advice Network
Specialist Webinar Series: Transforming Advice into Wealth Management - Serving HNW Clients
This webinar is presented by Andrew Tracy of JB Were and Scott Fletcher of Woodbury. Moderated by Paul Forbes of Australian Advice Network
Specialist Webinar Series: The Implications of Interest Rate Rises - Portfolio Management
This webinar is presented by Brad Mathews of BMIS and Brendan Paul of Atrium Investment Management. Moderated by David Cohen of Evergreen Consultants
Specialist Webinar Series: The Implications of Interest Rate Rises - Investment Implications
This webinar is presented by Amy Xie Patrick of Pendal Group and Stephen Flegg of AMP Capital. Moderated by David Cohen of Evergreen Consultants
Specialist Webinar Series: The Implications of Interest Rate Rises - Macroeconomic Considerations
This webinar is presented by Alexandre Ventelon from Morgan Stanley and Craig Vardy of BlackRock. Moderated by David Cohen of Evergreen Consultants