A lack of standardised performance data in the SMA segment of the managed accounts market is an ongoing bugbear of advisers, presenting an opportunity for collaboration and innovation in the Researcher Forum community. This interactive session will strive to produce consensus on the SMA standardisation process and take a self-regulatory leadership position in aid of good investment governance and hygiene of the advice ecosystem.
Includes table discussion
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.