The rapid growth of managed accounts in the financial planning market has piqued the interest of the broader wealth market. However, the industry is grappling with the challenges of extending advice to “Mum and Dad” investors who haven’t traditionally been part of the managed account market. As this trend continues to grow, innovative technology is playing a pivotal role in enabling advisers to expand their managed account offering and do more with greater efficiency.
We’re partnering with the Stockbrokers and Investment Advisers Association (SIAA) to bring you an insightful webinar covering the role of technology in managed accounts. Join our expert panel on Wednesday 12 March, 1 – 2pm (AEDT). They’ll be exploring the benefits and challenges of managed accounts, emerging regulatory issues, and how technology is providing the solutions.
Key topics will include:
- The current landscape of managed accounts
- The role of technology in managed accounts
- Common challenges faced by advisers using managed account products and solutions
- Future trends and predictions.
Meet our panel members
With a focus on shaping the future of investing and wealth management, Andy Robertson, Chelmer’s Chief Innovation Officer and Director, plays a vital role in setting product 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, 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).
Moderating the webinar panel is Leanne Bradley, Co-CEO of Suite2Go, our distribution partner in Australia. She has over 20 years of experience as a financial services professional, specialising in asset management, superannuation, wealth management and fintech.
Free webinar access via Chelmer
If you’re interested in joining the conversation, sign up to our Chelmer network list for free access to the webinar.