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Showing 1 - 10 of 30 results for "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 ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 6 JUL 2018
Rainmaker research says the managed accounts market is growing three-times the rate of the regular platform market. In the lead up to the Best Practice Forum on Managed Accounts, Financial Standard is running a survey to further this industry insight. ...

Crunch time for limited MDA advisers

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
... fully outsourced MDA approach." The Fold Legal managing director Claire Wivell Plater told last year's Managed Accounts Forum that limited MDAs arose about 14 years ago as a result of advisers who had a limited power of attorney from clients to enable ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... now total $29.2 billion, while revenue from ETF products now sits at $97 million - up 41.4% each year. Managed Accounts Forum A record turnout and an entirely new format saw the 2017 Financial Standard Best Practice Forum on Managed Accounts create several ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
Delegates turned out in record numbers at the Sydney International Convention Centre, which played host to this year's Best Practice Forum on Managed Accounts. More than 260 delegates attended the event, including numerous advisers who seized the opportunity ...

Managed Accounts Forum draws record crowd

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
A record attendance is expected at the upcoming Best Practice Forum in Managed Accounts, hosted by Financial Standard. More than 300 people have registered for the event which has drawn strong interest from financial advisers, many of whom are preparing ...
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