Technical Services Forum
Technical Services Forum
Starts: 5 September 2024 12:00pm
Ends: 5 September 2024 2:30pm
The Financial Standard Technical Services Forum will commence in March 2024, and will run four sessions in the year.
The forum is open to professionals including technical services experts, paraplanners, research, policy and advice specialists.
The Financial Standard Technical Services Forum will cover retirement income strategies, SMSF income streams, aged care and other leading industry issues.
Venue: The Fullerton Hotel Sydney
Website: https://www.financialstandard.com.au/technical-services-forumBest Practice Forum on Managed Accounts
Best Practice Forum on Managed Accounts
Starts: 19 September 2024 8:30am
Ends: 19 September 2024 1:30pm
The managed accounts sector is going from strength to strength in Australia, with more than half of all financial advisers now using them and close to $200 billion in funds under management.
As such, the managed accounts conversation has shifted from integration and implementation to optimising investments, ensuring value for money and making use of the productivity benefits they offer.
This year's forum will enable advisers to see the forest from the trees when it comes to navigating the managed accounts environment, focusing on what's next from a technology standpoint, what's coming down the regulation pipeline, and offering insights on how to make sense of performance metrics and build strong, diversified portfolios for your clients.
Venue: W MELBOURNE | in-person & virtual
Website: https://www.financialstandard.com.au/managed-accounts-forum?utm_source=Event+calendar&utm_medium=Display&utm_campaign=2024+-+Managed+Accounts+ForumBest of Breed Global Research and Investment Program for Research Managers (BOB)
Best of Breed Global Research and Investment Program for Research Managers (BOB)
Starts: 2 September 2024 8:00am
Ends: 13 September 2024 6:00pm
Venue: Asia / UK / EUBest of Breed Global Research and Investment Program for Institutional Investors (iBOB)
Best of Breed Global Research and Investment Program for Institutional Investors (iBOB)
Starts: 30 September 2024 8:00am
Ends: 4 October 2024 6:00pm
Venue: Asia / UK / EU