MANAGED ACCOUNTS INSIGHTS FOR FINANCIAL ADVISERS
On-demand until 13 December 2024 - 3.75 CPD hours available
The managed accounts sector is going from strength to strength in Australia, with more than half of all financial advisers now using them and close to $200 billion in funds under management.
As such, the managed accounts conversation has shifted from integration and implementation to optimising investments, ensuring value for money and making use of the productivity benefits they offer.
This year's forum will enable advisers to see the forest from the trees when it comes to navigating the managed accounts environment, focusing on what's next from a technology standpoint, what's coming down the regulation pipeline, and offering insights on how to make sense of performance metrics and build strong, diversified portfolios for your clients.
Financial Standard's Best Practice Forums are accredited for CPD hours aligned to Legislated CPD categories. The Managed Accounts Forum is accredited for 3.75 learning hours in 2024, divided into the following Legislated CPD categories:
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.
Session 1
Mapping the landscape: managed accounts trends, usage and what's next
Speakers:
Session 2
Nurturing growth: how innovative managed accounts support clients across their wealth journey
Panelists:
Session 3
Navigating portfolio construction in the current market
Speaker: Rebecca Jacques - Head of Investment Solutions, Mercer
Prior to joining Mercer in October 2018, Rebecca gained more than 20 years of investment and financial services experience. This included heading up the managed funds research business at ASSIRT Pty Ltd, being part of the executive management team brought in to establish the retail presence of Deutsche Asset Management in Australia and as the chief operating officer of a boutique hedge fund established by the chairman of AIMA Australia. Rebecca has led her own consultancy business providing investment and portfolio construction advice to independent financial planning firms, and dealer groups, as well as product and asset management consultancy to asset management firms.
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.
Session 4
Trailblazers: innovating with managed accounts in challenging times
Now based in Sydney as CEO, Terry leads a talented and passionate team at Acclaim as they head into their next phase of growth, continuing to build Acclaim's unique individual HIN superannuation and investment offering, underpinned by premium service.
Over the years, Max has spent significant time at investment management firms, excelling in consulting to professional wealth advisory firms on investment research and portfolio management. He is known for making successful and contrarian calls in very challenging market conditions. Max is also experienced in working with high-net-worth clients and family offices.
Advisers have recognised Max's approach as being free of bias and brings a deep understanding of macro and geopolitical issues, market cycles, drivers of value creation and preservation, and individual asset classes and securities.
Session 5
A rumble in the jungle: adviser panel
Kieran began working in the financial services industry in 1992 as a Financial Adviser for premier clients of The Standard Bank. By 1997 he was heading up special projects within Standard Bank, specifically focused on mortgage securities.
In 1997 Kieran immigrated to Australia to head up a major international manufacturing, import and redistribution company based in Sweden; Poseidon AB.
In late 2002 Kieran moved back into the Financial Services industry and joined Centric Wealth in 2003. Kieran joined the Findex Group Management Team as a result of its 2014 acquisition of Centric Wealth as Chief Investment Officer for the Findex Group.
Kieran's strength in innovation has seen him lead the Centric business post acquisition and launch Centric as a market-leading platform where he has overseen the creation of the Centric ecosystem and continues to strive for ways to unlock value for our clients.
This means it's not just about improving a client's financial position. Of course, that's important. But financial advice is much more than that. It's looking at building the life every client wants, prioritising what is most important at each stage of that journey, and creating a road-map to make it happen - together.
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