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A brighter future: How can managed accounts boost the valuation of an adviser practice
In this video, managed account experts discuss how managed accounts can help financial advisers streamline the day to day running of their clients' investment portfolios. How do managed accounts provide ... Watch video
Managed accounts: The fast lane to a tailored outcome
Why would clients want to invest under a managed account model? There are several reasons why managed accounts can offer better client outcomes. Watch the video to find out more. To find out more, read ... Watch video
Digital Wealth Management (ask Robo Advice) - MAX 2015
We invite you to watch Maggie Callinan's presentation on Roboadvice at the MAX 2015 forum. In her presentation former senior manager of investment research at Perpetual Private challenged the notion that ... Watch video
Why more advisers are offering managed accounts to their clients
Today's wave of managed accounts have resolved many of the limitations of the round of products available six or seven years ago. What does this mean for financial advisers who haven't considered them ... Watch video
Why managed accounts suit SMSFs and investors at different life stages
Self managed super funds, Gen X and Gen Y investors, as well as Millenials are used to the immediacy and transparency provided by the internet. The same principles apply under the managed accounts environment. Watch video
Wealth Enhancers departs Synchron, goes independent
28 July 2015, 12:30pm
Generation Y-targeted advice firm Wealth Enhancers has set up its own Australian Financial Services Licence (AFSL). Read more
NZ looks to Trowbridge for life reforms
28 July 2015, 12:10pm
New Zealand's Financial Services Council (FSC) has commissioned a report on life insurance advice, with Life Insurance and Advice Working Group chair John Trowbridge selected as an adviser for the pro ... Read more
Industry giants ramp up adviser ethics training
28 July 2015, 12:05pm
Financial planners from Australia's top financial institutions will receive ethics and moral psychology training, following major scandals in their advice divisions. Read more
Aligned execs join Fortnum in advice arm restructure
27 July 2015, 11:00am
Fortnum Financial Group has restructured its advice arm and appointed executives from IOOF-owned Shadforth Financial Group, Commonwealth Bank and AMP-owned Genesys and Charter Financial Planning. Read more
Independent dealers in M&A mode
27 July 2015, 10:40am
Recent high-profile mergers and acquisitions of aligned advisers by independent groups are a sign of a growing trend. Read more
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Industry
Events
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AUG
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Adviser Big Day Out Investment Manager Roadshow - Orange
05
FSC Annual Conference 2015
05
Adviser Big Day Out Investment Manager Roadshow - Wagga Wagga
06
Adviser Big Day Out Investment Manager Roadshow - Canberra
11
Adviser Big Day Out Investment Manager Roadshow - Port Macquarie

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