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