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Netwealth webinar - A practical guide to implementing managed accounts
Learn from advice firms, asset consultants and Netwealth’s own team around implementing managed accounts.
Join James Mantella, Head of Managed Accounts at Netwealth, as he shares expert insights on overcoming challenges and maximising the benefits of implementing managed accounts in advice firms.
In this webinar James will:
- share a step-by-step guide to how your firm can implement managed accounts to improve client outcomes, generate efficiencies and build scale,
- draw on interviews with several experts spanning advice firms, asset consultants and Netwealth’s own team around all aspects of implementing managed accounts,
- cover everything from articulating a clear value proposition to successfully getting staff and clients on board.
Thursday 23 November 1-2 pm AEDT - REGISTER HERE
Macquarie Access and Evolve portfolio update - the year in review
Please join Gary Ding CFA, Senior Portfolio Manager, Macquarie Asset Management and Jason Evans, Product Director, Investments for Macquarie’s Banking and Financial Services group as they provide an update on the Macquarie Asset Management Access and Evolve portfolio, including: - A year in review: upcoming portfolio information enhancements, portfolio performance and macro developments in market - Emerging economic and asset class trends - Asset allocation outlook for 2024. Gary and Jason will also be answering your questions during the webinar.
Monday 31 October 12 pm AEDT - REGISTER HERE