T&C is involved in two up-coming events that we think are interesting and worth a look.

1. Webinar 12 noon – Thursday 1st May 2014

The first is a special webinar that reveals the findings of the recent Advice Leaders Forum Business Insights Survey.

These are important findings from a survey of industry participants conducted by the Advice Leaders Forum.

The webinar is this Thursday, starting at 12 noon.

In this 30 minute webinar you will discover:

  • Expert opinion on the Business Insights Survey results
  • What can be learnt from the findings to help wealth management businesses grow.

2. IMap Managed Accounts Roadshow 2014

The second event is the IMap Managed Accounts Roadshow in June.  This roadshow covers many of the issues affecting wealth management businesses today and looks at ways to structure businesses to better meet client outcomes, realise efficiencies, strengthen revenues and increase the value of the business.

There will be industry specialists talking about managed accounts, portfolio construction, platform issues, deploying managed accounts to enhance practice values and other industry developments.

T&C is presenting at the Roadshow on the topic of “Creating and Realising Value in the New Managed Account World”

Roadshow dates are:

  • Brisbane 2nd June 2014
  • Melbourne 4th June 2014
  • Sydney 11th June 2014

Click here to find out more and to register
IMap Managed Accounts Roadshow