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Showing 11 - 20 of 30 results for "Managed Accounts Forum"

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... aggregated results on the 14th of September, when the survey outcomes are announced at the forum. This year the Managed Accounts Forum is introducing a new program called the "The Managed Accounts Adviser Showcase", where attendees get a step-by-step ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
The Financial Standard Best Practice Forum on Managed Accounts is introducing an entirely new and innovative format in 2017, placing financial advisers front and centre of the one-day conference. Financial Standard launches a new program format called ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
More than 200 delegates attended the recent 2016 Financial Standard Managed Accounts Forum, hosted at the Grand Hyatt in Melbourne. The event program was jam-packed with presentations and panel session discussions featuring some of the industry's most ...

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 ...