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Event Date | Thu Mar 11 EST (almost 4 years ago) |
Location | Webinar Series |
Region | All |
Using our long standing and unique position in the industry we will be pulling together the key thinkers from politics, industry bodies and business.
The aim is to create a forum which encourages discussion, allowing delegates to ask questions and helping them get into the details on key areas of concern.
The Future of Wealth event series is unique in that we don’t just discuss issues, but we report and publish our findings, we then use these findings to drive positive change in the industry.
Aimed primarily at financial planners and dealer group principals, Money Management is also widely read by fund managers, accountants, bankers, insurers and government. Money Management provides accurate, informative and insightful editorial coverage of the Australian financial services market, with topics including taxation, managed funds, property investments, shares, risk insurance, master trusts, superannuation, margin lending, financial planning, portfolio construction, and investment strategies.
Managed Accounts continue to be attractive to financial advisers but the space is becoming increasingly crowded, so what is giving providers the edge?
The adaptable use of technology is part of the answer but what other factors are in play and what should advisers be looking for?
2021 Speakers
Martin Morris
Head of Distribution, Praemium
Jason Komadina
Director, Managed Accounts, MLC Asset Management
Matt Heine
Joint Managing Director, Netwealth
Josh Persky
Director, Head of Model Portfolio Solutions, BlackRock
2021 Sponsors
GOLD SPONSOR:
• NetWealth
SILVER SPONSORS:
• Australian Ethical Investment
• BlackRock
• MLC Asset Management
• Praemium