Change or Be Changed, The Future of The Retail Investments Industry

Model Portfolio Master Class
Managed Accounts vs Managed Funds
Licence Considerations Using Model Portfolios
Designing Platform Based Model Portfolio Solutions
Administration Considerations for Operating Model Portfolios and Managed Accounts
Model Portfolio / Managed Account Strategic Checkpoint
Managing Model Portfolios Across Many Platforms
Implementing Model Portfolios
Getting the Most Out of Model Portfolios For Your Business
Resourcing Considerations In Operating A Model Portfolio Based Business
Market Positioning of Model Portfolio Based Products and Services
Course and Event Schedule
Change or Be Changed, The Future of The Retail Investments Industry
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Changed or Be Changed !

This highly informative seminar run in conjunction with one of Australia's leading business coaching firm addresses some of the structural changes that are happening in the retail investment industry, and why it is the time NOW to do something about it.