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
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential deals from collapsing.
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
