Money Management launches Platforms & Wraps 2015
The future of platforms in a rapidly changing environment including the rise and rise of Separately Managed Accounts will be front and centre at this year's Money Management Platforms and Wraps Conference set down for Magenta Shores from 29 to 31 July.
The conference agenda will this year closely examine the platform choices now confronting financial planners and whether the significant investments made by the major banks and other key players are paying off.
The conference will also include exclusive research insights from Investment Trends and examine digital disruption, multi-jurisdictional platforms, overseas trends and closely examine evolving Government policy and regulation.
More details are available at www.investmentplatforms.com.au and registrations can be made to [email protected]
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.