Past events

Congratulations to all winners and finalists! The Money Management/Dexx&r Adviser Choice Risk Awards seek to determine those life/risk products which are regarded as best of breed by practicing financial advisers. Utilising a formula based on data collection, adviser interviews and surveys,...

Six-Part Webinar Series

Managed accounts now represent one of the fastest-growing segments of the financial services industry and one that demands a thorough understanding by financial advisers seeking to serve the best interests of their clients.

Future of Wealth Management - Advice is designed to provide delegates with insight into the changing environment and allow them to adapt and make informed decisions.  Event details: Date: 12 September 2019 Time:   8:30am to 5:00pm Venue:  Amora Hotel Jamison Sydney ...

The Women in Financial Services awards celebrate financial services professionals who have delivered excellent performance in their respective fields and contributed to the advancement of women in both their organisations and the industry.   Event details: Date: 1 August 2019 Time: &n...

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WINNERS ANNOUNCED!  The Money Management/Dexx&r Adviser Choice Risk Awards seek to determine those life/risk products which are regarded as best of breed by practicing financial advisers. Utilising a formula based on data collection, adviser interviews and surveys, Dexx&r determines whi...

  Hot on the heels of the August FE Crown Fund Ratings rebalance, Money Management and FE will be shining a spotlight on funds and fund managers who have performing well, and those who have not in the recent rebalance ratings results.   We will also be joined by handpicked Fund Managers to...

  Where to now for exchange traded funds? Despite the volatility which has marked much of the first half of 2018, there appears to have been no slackening in investor interest in Exchange Traded Funds (ETFs) with Australian cashflows totalling $1.53 billion in the first quarter – more than $300...

  Mastering managed accounts Managed accounts have become mainstream. No longer the poor cousins to platforms and wraps, Separately Managed Accounts and Individually Managed Accounts are now an integral offering on the major platforms. Managed accounts now represent one of the fastest-growing s...

  WINNERS ANNOUNCED! The Women in Financial Services awards celebrate financial services professionals who have delivered excellent performance in their respective fields and contributed to the advancement of women in both their organisations and the industry.   The awards are divided into...

Wealth Management Lives Here Previously known as Fintech Platforms & Wraps, the continued evolution of the wealth management industry is reflected in our new name “Future of Wealth Management”. The conference now combines the three pillars driving our industry forward; Technology, Wealth A...

  Congratulations to all the Winner and Finalaists of the 2018 Money Management Fund Manager in accociation with our research partner Lonsec. This years over 400 of the industry's finest came together to celebrate excellence across the funds and wealth management  sector. For th...

2017 Adviser Choice Risk Awards: Risk Company of the Year 2017 Gold                MLC Silver              Clearview Bronze       &nbs...

Date: Thursday 16 MarchLocation: The Hilton Hotel, SydneyTickets: Registration is FREE for Advisers* ONLY, there is a $90 +GST fee for non-advisers The recent Parliamentary Committee hearings confirmed that the dust has yet to settle over the controversies of 2016 and that the claims handling p...