Register for FREE, tune in to our Live webinar on 11th March at 11:00am, learn all about Managed Accounts and earn CPD points! |
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Content discussed on the day is driven by you, so include your questions when you register or send it through on the day and have your question answered live! |
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Managed Accounts continue to be attractive to financial advisers but the space is becoming increasingly crowded so what is giving providers the edge? The adaptable use of technology is part of the answer but what other factors are in play and what should advisers be looking for? |
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Jason Komadina Director, Managed Accounts, MLC Asset Management Jason Komadina is Director, Managed Accounts at MLC Asset Management and is responsible for Managed Account Strategies. Jason brings to the role over 20 years’ experience in financial services, specialising in wealth management. Prior to MLC, Jason held the role of General Manager, Product and Investments at Perpetual Private and brings a deep understanding of advice and the role of investment solutions in the advice process. |
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Martin Morris Head of Distribution, Praemium Martin has 29 years of industry experience in Australia & the UK, where he has held national roles in both product distribution & AFSL management. Martin is passionate about helping advisers build more profitable, engaging & sustainable businesses. |
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More speakers to be announced. |
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If you were a 2020 Future of Wealth Management Webinar Series registrant, please register using the link provided in your exclusive invitation to fast-track your registration. The Future of Wealth Management Webinar Series is a six-part webinar event that will run from March to November 2021. We will be covering six of the most relevant topics for the wealth management industry including Managed Accounts, ESG/Responsible Investment and many more. |
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