NEWS

WEBINAR | What to look for in an SMA | 12.30pm 13 Sep

admin, August 2017

IMAP WEBINAR

12.30pm Wednesday 13 September 2017

Join Roger Walling, Portfolio Manager at Ralton, as he discusses the fundamental differences between the way an SMA should be designed and managed compared to a managed fund and what dealer researchers and financial advisers should be looking for when choosing SMAs.

By using a product designed and managed for the SMA environment, the user experience of SMAs for financial advisers and clients can be dramatically enhanced.

Previous Post Next Post

Privacy Policy

DISCLAIMER
This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully and seek advice from qualified professionals where necessary.

The information on this website does not constitute personal advice and does not take into account your personal objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your objectives, financial situation or needs. You should also consider seeking independent advice, particularly on taxation, retirement planning and investment risk tolerance from a suitably qualified professional before making an investment decision.

Neither AdviceNet Pty Ltd (ABN 35 122 720 512 AFSL 308200), nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the payment of particular rates of return on investments or the repayment of capital.

AdviceNet Pty Ltd (ABN 35 122 720 512 AFSL 308200) publishes information on the website that is, to the best of its knowledge, current at the time and is not liable for any direct or indirect losses attributable to omissions from the website, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions.