Wednesday 24 June | 1.00 – 2.00pm AEST
FREE WEBINAR
SMA vs MDA: Choosing the smarter Managed Account strategy for your business and clients
SMA vs MDA: Choosing the smarter Managed Account strategy for your business and clients
Wednesday 24 June | 1.00 -2.00pm AEST
This session tackles one of the most practical questions facing advisers today: when does an SMA work, and when does an MDA work better?
Industry experts will compare Separately Managed Accounts and Managed Discretionary Accounts, examining which structure best supports your clients’ needs and your firm’s business model. The discussion will cover client outcomes, operational efficiency, compliance and governance, with a focus on what actually matters when choosing between these approaches in practice.
Key topics will include
Latest trends and developments in the managed accounts market
How technology is transforming managed accounts operations
Emerging regulatory challenges and compliance considerations
Practical strategies for optimising managed accounts processes
Meet our panel members
Andy Robertson
Chelmer’s Chief Innovation Officer and Director
Andy plays a vital role in setting production direction for Chelmer’s wealth technology platform, Myriad. Committed to providing elegant solutions, Andy’s career has been in financial markets and financial services with a technology focus. He has been a Director on Chelmer’s Board for over 24 years and was previously CEO for 18 years.
Toby Potter
Director at Philo Capital Advisers
Toby is one of Australia’s most experienced and successful managed account executives. Prior to joining Philo, Toby was responsible for platform strategy and managed accounts at IOOF where he designed and implemented managed account programs tailored to the needs of different Australian financial services licence (AFSL) holders in that group. Toby is a strong advocate for all forms of managed accounts and is the Chair of the Institute of Managed Account Professionals (IMAP).
Leanne Bradley
Co-CEO of Suite2Go, Moderator
Leanne has over 20 years of experience as a financial services professional, specialising in asset management, superannuation, and wealth management fintech.
Connect on LinkedInSay goodbye to limits and discover what’s possible
when you partner with wealth management software experts.