Roadshow takes managed accounts to planners
The Institute of Managed Account Providers (IMAP) will kick off its nationwide road-show in Brisbane early next month with a focus on financial planners and the dynamics created by the introduction of the Future of Financial Advice (FOFA) regime.
According to IMAP chairman Toby Potter, the advent of the FOFA regime has produced many challenges for financial planners, and the use of managed accounts can serve to open up at least some options.
He said it was on this basis that the roadshow would be traversing issues such as separately managed account (SMA) models and how they can work in a low business risk; high net worth environment; whole of portfolio hybrid structures; and actual operating examples on standard platforms.
Click here for event details and registrations.
Recommended for you
New York-based firm CC Capital has bumped up its offer to stay ahead of rival bidder Bain Capital.
In a tight race against Morgans, AMP Financial Planning has won back its position as the largest individual licensee in Australia, according to Wealth Data.
Learning to delegate authority and relinquish a hands-on approach is a critical step towards building a self-sustaining financial advice practice, says Assured Support.
Private wealth management company Stellan Capital has appointed a new chief executive, who brings over three decades of experience in the global financial services industry.
