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Best Practice Forum - Managed Accounts

Managed Accounts Forum

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MANAGED ACCOUNT STRATEGIES FOR FINANCIAL ADVISERS

Managed accounts in Australia represented an estimated $151 billion at the end of December 2022. With more than 1100 unique model portfolios available across 20+ account investment menus in the market, the growth of the managed accounts sector shows no signs of slowing down.

The Managed Accounts Forum will discuss current market trends and the technological and investment capabilities that underpin model portfolios while revealing the practical application and implementation of managed accounts in Australia's financial planning environment.

CPD INFORMATION

Financial Standard's Best Practice Forums are accredited by the Financial Advice Association Australia (FAAA) for CPD hours aligned to Legislated CPD categories. The Managed Accounts Forum was accredited for 3.75 learning hours in 2023, divided into the following Legislated CPD categories:

  • General: 0.75
  • Technical competence: 0.75 hours
  • Client care and practice: 1.5 hours
  • Regulatory compliance and consumer protection: 0.75

If you are after additional professional development content or would like to access the CPD content from previous forums, please visit Financial Standard's CPD program FS Aspire CPD. FS Aspire CPD users also have access to gaining CPD hours for this event via logging in to FS Aspire CPD.

THANK YOU TO OUR 2023 EVENT PARTNERS
MLC Asset Management
Netwealth
Macquarie
Mercer
North
To enquire for 2024 event sponsors opportunities, click here.

2023 AGENDA AND VIDEOS

The Managed Accounts Forum for 2023 has wrapped up. You can view the 2023 agenda and session videos below.

To access CPD-accredited video content from Financial Standard's events and gain CPD hours, subscribe to FS Aspire CPD.

The 2024 Managed Accounts Forum will be held on Tuesday, 17 September 2024 at Melbourne. You are able to pre-register for this event here.

In the meantime, you can find other CPD accredited events below:

Managed accounts: going the distance

  • A step by step guide to how your firm can implement managed accounts to improve client outcomes, generate efficiencies and build scale
  • This session will draw on interviews with several experts spanning advice firms, asset consultants and Netwealth's own team around all aspects of implementing managed accounts
  • Cover everything from articulating a clear value proposition to successfully getting staff and clients on board

James Mantella
Head of managed accounts, Netwealth

  Find out more about James
James Mantella - Head of Managed Accounts, Netwealth

James has 15 years of experience in investment platform management, focusing on managed account strategy and development. He's consistently shown commitment to innovation, supporting advice delivery, and collaborating with advice practices to ensure exceptional outcomes for clients.

 

The four success drivers of winning firms: How managed accounts can help you encourage a culture of ownership

  • Identifying the four key drivers of a successful advice firm - the things that separate growing, sustainable, prosperous businesses from their peers - and mapped what firms need to do in order to thrive. Taking a deep dive into the fourth success driver - developing your people for long term sustainable growth. 
  • Successful firms realise that sustainable businesses need a high-performance culture that attracts and encourages the next generation of business owners and management and have a well-defined capital management strategy that supports this.
  • Hear firsthand from a business principle on their experience in implementing an SMA strategy that has redefined the culture of their firm.

Geoff Bollom
Product director for managed accounts and trading, wealth management, Macquarie's Banking & Financial Services group

Grant Howe
Managing director, Zenith Wealth

  Find out more about Geoff and Grant
Geoff Bollom - Product director for managed accounts and trading, wealth management, Macquarie's Banking & Financial Services group

Geoff is currently the Product Director for Managed Accounts and Trading within Macquarie's Wealth business. He is responsible for managing end to end product and technology solutions for clients and advisers across the Macquarie WRAP platform. Geoff brings over 14 years of experience in the industry including product, technology, investment analysis and governance, which brings increased solutions through Macquarie WRAP and Managed Accounts solutions.

Grant Howe - Managing Director, Zenith Wealth

Grant Howe is an adviser and Managing Director of Zenith Wealth, a financial planning firm in the picturesque Northwest Tasmanian coastal cities of Burnie and Devonport. Grant has played an instrumental role in shaping the success of Zenith Wealth with 22 years' experience in Financial Services.

Panel session: Legislated developments impacting managed accounts

  • Design and distribution obligations/TMDs
  • Your Future, Your Super
  • Quality of Advice Review potential effects

Suzanne Doyle
Regulatory product consultant, AMP

Frances Taylor
Head of investments and managed portfolios, AMP

Andrew Bradley
Partner, Herbert Smith Freehills

  Find out more about Suzanne, Frances and Andrew
Suzanne Doyle - AMP

Suzanne has over 25 years' experience in financial services, working across financial advice licensees and superannuation. Previous senior roles in AMP, Aware Super and KPMG. She designed and implemented the licensee policies for Partnered Managed Portfolios in AMP advice.

Frances Taylor - AMP

Frances has over 25 years' experience in leadership and management of start-up businesses, teams, and multi-disciplinary projects with varying business units and external parties. Recently having developed the MyNorth Managed Portfolios including technology build, legal and compliance structure, AFSL authorisations, disclosure documents and initial launch. The funds under management have reached $11 billion.

Andrew Bradley - HSF

Andrew is an expert in all aspects of financial services regulation and has a keen interest in partnering with clients to drive innovation in the financial services industry. Andrew has particular expertise in the areas of superannuation, life insurance and wrap platforms and acts for the full spectrum of clients in the financial services industry. Before entering to private practice in 2006, Andrew spent seven years with one of Australia's largest financial services businesses in a range of non-legal roles, giving him a deep understanding of how financial services businesses operate in practice.

Measuring the performance of managed accounts

  • Benchmarks and metrics available
  • Ways to compare managed account performance with that of managed funds

Rebecca Jacques
Head of portfolio solutions, Mercer

  Find out more about Rebecca
Rebecca Jacques - Head of Portfolio Solutions, Mercer

As Portfolio Solutions Leader, Rebecca is responsible for overseeing the bespoke portfolio solutions across managed accounts and wealth clients.  Rebecca is also involved in preparing strategic investment advice to institutional, Family offices, private banks and wealth management. Rebecca holds a Bachelor of Arts (Economics and Politics) (Honours) from Monash University; and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.

Fireside chat: With managed accounts becoming the platform ecosystem, what are the implications?

Brent Bevan
Head of managed accounts, MLC Asset Management

Alex Dunnin
Executive director of research and compliance, Rainmaker Information

  Find out more about Brent and Alex
Brent Bevan

Brent has 19 years' experience across financial advice, research, consulting and asset management. He joined MLC's refreshed consulting function in early 2021 and leads the teams delivery of asset consulting, investment solution design and support for key MLC managed account clients. Prior to MLC he was a consultant to Mercer Australia's Wealth Management business, having previously spent 7 years with Commonwealth Bank Wealth Management, most recently as the Head of Investment Research. Brent Holds a Bachelor of Commerce and a Master of Applied Finance.

Alex Dunnin

Alex leads the ongoing research program into all aspects of the financial services market place in Australia, including funds management, superannuation, and wealth management. He has developed a passion for demystifying anything to do with super and savings. He regularly appears in the media and often appears at industry conferences and seminars. Prior to joining Rainmaker in 1997, Alex was the director of research at the then Insurance and Superannuation Commission (now APRA) where he developed the industry benchmark surveys of superannuation funds that are still in use today.

PRE-REGISTER FOR THE MANAGED ACCOUNTS FORUM IN 2024


TUESDAY
17 SEPTEMBER 2024
CPD hours
EARN CPD HOURS

COMPLIMENTARY FOR
FINANCIAL ADVISERS
Location
MELBOURNE
IN-PERSON & LIVE-STREAMED
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