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Showing 11 - 13 of 13 results for "Financial Standard Managed Accounts Forum"

MDAs allow small players to act as large instos

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
... Technologies head of Australia and New Zealand Nadine Moore said. Speaking at the inaugural Financial Standard Managed Accounts Forum in Sydney, Moore highlighted the importance of technology in managed accounts. She attributed the rise of managed accounts ...

Managed accounts central to advisers

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
... central figure in their clients' financial lives, attendees were told at yesterday's Financial Standard Managed Accounts forum held in Sydney. Advisers can use managed accounts to firmly cement their role in their clients lives, including becoming a ...

Planners upscale with managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 5 MAY 2011
... need to grow their business despite mounting regulatory hurdles, experts said at the Financial Standard Managed Accounts forum. James Mirams, financial adviser and director of Paradigm Wealth Management, is a strong advocate of the sector and sees managed ...
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