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Showing 11 - 20 of 27 results for "Managed Accounts Forum"

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... and chief executive of strategic development Santi Burridge. Speaking at the recent Financial Standard Managed Accounts Forum in Melbourne, Burridge encouraged delegates to dismiss the traditional business structures that have hindered the financial ...

What to consider before opting for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2016
... managed accounts market. That was the key takeaway from a panel session at the 2016 Financial Standard Managed Accounts Forum. The panel, mediated by netwealth managing director Matt Heine and featuring Beulah Capital's Christian Ryan, director of Securinvest ...

Household is the future of advice

ALEX BURKE  |  FRIDAY, 9 OCT 2015
... SS&C head of Australia and New Zealand Nadine Moore. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Moore observed the growing role of outsourcing in investment administration within financial planning in Australia and ...

Don't flood managed accounts with excess investment options: advisers

ALEX BURKE  |  THURSDAY, 8 OCT 2015
... investment choices, according to Rainmaker research. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Rainmaker Information director of research and editorial services Alex Dunnin said that the research - based on a Financial ...

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
... in the growth of managed accounts, according to panelists at the 2015 Financial Standard Best Practice Managed Accounts Forum. Speaking on a panel chaired by managedaccounts.com.au chief executive David Heather, Paradigm Wealth Management managing director ...

Managed accounts forum sold out, 2015 adviser survey results revealed

STAFF WRITER  |  WEDNESDAY, 7 OCT 2015
More than 180 financial advisers and managed account professionals will be in Sydney tomorrow to attend a national forum on managed accounts where the key findings of the 2015 Financial Standard adviser survey on managed accounts will be revealed. Managed ...

Managed accounts key to SMSF diversification

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
... marketing and distribution Wes Gillett. Speaking to Financial Standard ahead of the 2015 Best Practice Managed Accounts Forum on October 7, Gillett said that SMSF investors are "looking for control and transparency" but often demonstrate a lack of "portfolio ...

Treysta moves $200 million funds under advice into managed accounts

MICHELLE BALTAZAR  |  MONDAY, 28 SEP 2015
... looks after $350 million in assets under management. Mark Nagle is one of the panelists at this year's Managed Accounts Forum to be held in Sydney on the 8th of October.

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
... be presenting the results of its latest managed account research at the Financial Standard Best Practice Managed Accounts Forum, which will be held in Sydney on October 8. Registrations are now open. The one-day professional learning program is designed ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... the latest edition of Financial Standard. Download it to your device here. The annual Financial Standard Managed Accounts Forum for Financial Advisers will be held on the 8th of October at the Grand Ballroom, Shangri-La Hotel in Sydney. Register now ...