| The Financial Standard Best Practice Managed Accounts Seminar will address ways to improve your business efficiencies and add value to your client's portfolios given adverse market conditions by: |
|
- Discussing key developments in MAs
- Trading methodologies
- Post GFC affect
- Branding and Marketing of MAs
- Benefits for your client base
Presentation topics include:
- State of the Managed Accounts Business in Australia
- An independent view of the advice industry in Australia
- The current and emerging regulatory environment, and issues facing the investment
- advisory industry
- Building our business on Managed Accounts
- Transitioning to a Managed Accounts business - The Spectrum Business Model explained
- Sales and marketing consideration: How to differentiate your business with MA, and differentiate MAs.
- What it takes to put an SMA into practice?
- Beyone Vanilla ASX
Cost:
| $195 + GST |
Financial Standard Subscribers and IMAP members |
| $254 + GST |
Standard registration fee |
$490 + GST
|
Registration fee + annual subscription to the Financial Standard
+ The Australian Journal of Financial Planning |
Proudly sponsored by:
In association with:
By including your details on this registration form, you accept the terms and conditions of the Rainmaker Group Policy. No refund within 14 days of the event, however name changes are permitted.
|
