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Showing 1 - 10 of 13 results for "Financial Standard Managed Accounts Forum"

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... turning to separately managed accounts (SMAs) to service clients. Conversely, the recent Financial Standard Managed Accounts Forum heard what prevents advisers from adopting SMAs. Citing research from SSGA and Investment Trends, the main concern amongst ...

Megatrends impacting portfolio construction: Mercer

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... trends investors need to take into consideration when building clients' portfolios at the Financial Standard Managed Accounts Forum. Jacques said there are several structural trends playing out across asset classes as well as inflationary pressures and ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... financial advisers have with employing managed accounts in their business, at the 2024 Financial Standard Managed Accounts Forum. After surveying financial advisers, in partnership with Investment Trends, SSGA found that the main concern amongst advisers ...

Mind the managed accounts roadblocks: MLC

ANDREW MCKEAN  |  WEDNESDAY, 14 SEP 2022
In opening the Financial Standard Managed Accounts Forum, MLC head of investment consulting (managed accounts) Brent Bevan explained the greatest roadblocks that stop the creation, adoption, or rollout of managed account programs. Addressing how there ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... account providers and financial planning groups will take centre stage at the annual Financial Standard Managed Accounts Forum to be held in Melbourne next month. More than 160 financial advisers and managed account specialists have registered to the ...

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 ...

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 ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... years." Subscribe to the monthly Managed Accounts magazine newsletter for free here. The Financial Standard Managed Accounts Forum will be held on the 26th of August, Wednesday at Doltone House, Hyde Park in Sydney.
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