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Industry Events

Technical Services Forum

Technical Services Forum
Starts: 9 September 2021 12:00pm
Ends: 9 September 2021 2:00pm

The forum brings technical services managers together on a quarterly basis to allow them to stay up-to-date with the latest developments. Two presentations are made each forum by technical and industry experts in an open discussion format.

State: NSW
Host: Financial Standard

Best Practice Series: Managed Accounts Forum

Best Practice Series: Managed Accounts Forum
Starts: 15 September 2021 8:00am
Ends: 15 September 2021 4:00pm

The 2021 Best Practice Forum on Managed Accounts will look at how financial advisers can establish a successful advice practice through a program that challenges the conventional thinking on how to run investment portfolios.

The demand for managed accounts has grown rapidly in Australia in the last few years alone, with advisers seeking to learn more about the scaleability benefits of utilising a managed accounts platform.

The forum continues to comprehensively discuss the practical application and implementation of managed accounts in Australia's financial planning environment.


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