The future of managed accounts: will they continue to grow and benefit financial advisers and their clients?
This year, our Managed Account webinar will be moderated by


Toby Potter, 
Chair, Institute of Managed Account Professionals (IMAP).

Topics include:

  • What does it take to create a successful managed account program?
  • How are managed account portfolio managers responding to the current economic environment – inflation, rising rates and geopolitical uncertainty?
  • Where are managed accounts heading? What are the key development areas? Will we continue to see 30%+ p.a. growth?
Bonus - Attendees will be able to download a complimentary 'managed account integration' checklist during the webinar.
 
 

Hear insights from industry experts:
Matt Heine
Joint Managing Director,
Netwealth
Martin Morris
Chief Distribution Officer,
Praemium
David Wright
Chief Executive Officer,
Zenith Investment Partners
Brett Sanders
Chief Executive,
Philo Capital Advisers



Time: 11am - 12pm
Date: Thursday 23rd June 2022
Register FREE


CPD ACCREDITED
Tune in to our live webinar on 23 June at 11:00am to
learn about managed accounts and earn CPD points!


CONTENT DRIVEN BY YOU
Content discussed on the day is driven by you,
so include your questions when you register or send it through on the day
and have your question answered live!
 
Register FREE

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Moderated by
 






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Money Management · Level 10, 4 Martin Place · Sydney, NSW 2000 · Australia