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Sponsored by Macquarie

This roundtable, hosted by InvestorDaily and Macquarie, examines the benefits SMAs can offer advice practices and their clients, looks at where and how SMA pioneers are gaining traction and explores different approaches to introducing SMAs to clients. 

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A global low return environment has implications for the Australian market, and particularly the global listed real estate sector. Chris Bedingfield from Quay Global Investors shares his views.

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Appointments

Tom Garcia, AIST, Eva Scheerlinck

Staff Reporter

Insyn Funds Management, Monik Kotecha, John Lobb, Global Titans, portfolio management, equity investment, global equity

Staff Reporter

Mark Beardow, AMP Capital, Adam Tindall, AMP

Tim Stewart

Analysis

Simon Shields, Monash Investors, goals based advice, wealth management, global financial crisis, investment management, ausbiz

Simon Shields

Sequential, Ruth Keaney, insurance, insurance claims, underwriting, Financial Services Council, FSC Guidance Note 33, SPS 250, APRA

Ruth Keaney

ASIC, fintech regulation, Airwallex, Jack Zhang, fintech law, innovation, financial services,

Jack Zhang

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