The 2019 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.

The event will provide CPD hours that are FPA accredited will include a FASEA CPD breakdown. 

TUESDAY 10 SEPTEMBER 2019 8:30AM - 3:30PM FOUR SEASONS HOTEL 199 GEORGE STREET SYDNEY NSW 2000 $120 + GST FOR FINANCIAL PLANNERS $495 + GST STANDARD REGISTRATION

Register

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Agenda

The agenda is subject to change     8:30am Registrations open 8:55am Welcome Remarks Tim Townsend, Master of Ceremonies 9:00am The Managed Accounts landscape in 2019 James Mantella, Netwealth Investments 9:30am How managed accounts can comply with the best interest duty Gregory Newman, Hub24 10:00am Direct securities and ETF focused SMA approach Nick Morton & Glen Holder, Resonant Asset Management 10:30am Morning tea 11:00am What drives client satisfaction and what can increase clients' propensity to continue doing business with your firm? Bianca De Melo, Macquarie Investment Management Lisa Fuentes, Affinity Wealth Services 11:30am The evolving world of managed accounts Ben Davis, Zenith Investment Partners 12:00pm Adviser panel - Smart investing - What are the trends in the market? Thomas Bignill, Mason Stevens Gareth Jakeman, Praescius Mark Minchin, Minchin Moore Private Wealth Advisers Phil Smith, Cutcher and Neale 12:30pm Lunch 1:15pm How much impact is your business model and technology partner having on profit? Martin Morris, Praemium 1:45pm Choosing the right structure for your managed accounts Bryce Quirk, Colonial First State 2:15pm Panel session - Moving into 2020 and beyond with managed accounts Christopher Mather and Zac Leman, BT Brett Sanders, Philo Capital Advisers Alan Kenny, Ironbark Asset Management 2:45pm Closing remarks 2:50pm Networking drinks and afternoon tea

2018 Gallery

2018 Highlights

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