A great opportunity to hear from seasoned industry leaders David Leon, Fran Hughes, CFP and Peter Leggett as they discuss the trends shaping the financial advice industry in 2025 and provide invaluable guidance on navigating regulatory changes. Join us online next week and take part in a live Q&A. Register here: https://lnkd.in/g7Ngc2GR Date: Thursday, 5 December 2024 Time: 11:00 am - 12:00 pm AEDT
insiders
Financial Services
Melbourne, Victoria 322 followers
The exclusive adviser and practice community from The Inside Network.
About us
insiders is a membership-based community for financial advisers and their practices providing innovative ways to increase advice practice efficiency, knowledge, and ultimately provide better outcomes to financial advice clients.
- Website
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https://www.theinside.network/insiders
External link for insiders
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Melbourne, Victoria
- Founded
- 2024
Updates
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Join us for the final INPractice Webinar of 2024, as David Leon, Fran Hughes, CFP, Luke Laretive and Peter Leggett will share their expertise on current trends and those that will shape the advice industry in 2025 and beyond. Don’t miss this chance to gain insights from industry leaders and take part in a live Q&A. Secure your spot here: https://lnkd.in/dTQKUht7 Registrations for this event are only for the insiders community, financial advisers and their practice staff in partnership with Colonial First State.
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Don’t miss this chance to hear from Ben Moffatt of Assured Support, Dylan Pargiter-Green of Bold Wealth and Michael Karagianis of JANA Investment Advisers as they discuss the importance of a well-documented investment process. Portfolio drift is a growing risk for advisers, especially with rising regulatory pressure. The best way to stay ahead? A well-documented investment process. Register now: https://lnkd.in/gFUSt4VN
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Portfolio drift is a major challenge for financial advisers, especially when relying on annual reviews. With increasing regulatory scrutiny, staying on top of your clients' investment performance is more important than ever. The best advisers have a well-documented process that covers everything from strategy to implementation and compliance, bridging the gap between advice practices and the world's top investors. Join the November INPractice Webinar by The Inside Network, where we’ll discuss: - Investment insights from leading investors. - How to craft a powerful investment philosophy. - Using your documented process for marketing and efficiency. - Staying ahead of regulatory changes. Join Ben Moffatt from Assured Support and Dylan Pargiter-Green from Bold Wealth as they explore how to effectively document your investment process! Register now: https://lnkd.in/gFUSt4VN
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The Inside Network’s Brilliant Investment Committee, an exclusive virtual quarterly meeting for independent financial advisers. Joined by Damien Hennessy, Giselle Roux, Kev Toohey and Jonathan Armitage to refine your portfolios and strengthen your advice. In this session, we’ll review strategic asset allocation, assess portfolio performance and discuss the value added or detracted by recent tactical tilts. We’ll also explore the potential implications of the US election, the increasing likelihood of a US recession and key insights from Asia and Europe. Join the discussion on Friday, 18 October - 10:00am-11:30am. Register here - https://lnkd.in/gWZzm2tx This event is a part of the insiders community in partnership with Colonial First State
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Secure your spot for our October INPractice webinar, where we'll explore whether managed accounts could be the key to unlocking scalability in your advice practice. DATE: Thursday, 3 October 2024 TIME: 11:00am - 11:50am AEST LOCATION: Webinar Join Amanda Chow, CFA from Perpetual Limited and Mishan Dahia from Atchison to discuss how managed accounts can revolutionise your practice's growth and efficiency. Register now: https://lnkd.in/gUkuqDZ2
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The Inside Network, in partnership with Colonial First State, is thrilled to bring you the third quarterly meeting of the Brilliant Investment Committee – a virtual investment committee offering exclusive access to cutting-edge insights exclusively available to independent boutique financial advisers. Date: Friday, 18 October Time: 10:00am-11:30am In this session, attendees will: - Uncover the latest macroeconomic and geopolitical forces shaping the investment landscape. - Discover proposed changes to asset allocation and the reference portfolio. - Get a front-row seat as external investment experts debate these key adjustments. - Share your perspective on whether the portfolio should evolve. Don’t miss this opportunity to be part of the action! Register here - https://lnkd.in/gWZzm2tx
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Managed accounts have become vital for advisers, enhancing both efficiency and client engagement. However, they require careful implementation and a tailored approach. Key considerations include risk profiles, costs and best interest obligations. While costly, managed accounts can transform practices if aligned with your niche. Join the insiders for the October INPractice webinar by The Inside Network will cover: - Types of managed accounts - Incorporating them into your advice - Case studies - Strengthening client connections Join the conversation with Amanda Chow, CFA from Perpetual Limited and Mishan Dahia from Atchison to discuss if managed accounts are your solution to scalability on Thursday 3 October at 11:00am. Register now at https://lnkd.in/gUkuqDZ2
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Thank you to all the insiders who joined us on The Inside Network's Practice and Investment Efficiency masterclass series across Australia. Your participation made this journey truly special. Stay tuned for the next INPractice masterclass series in May 2025 and we look forward to having you involved again!
A huge thank you to everyone who attended our Practice and Investment Efficiency masterclass series, which concluded this week with sessions in both Adelaide and Sydney. What an incredible journey it has been across Australia! Each session focused on merging deep investment insights with effective business models and operational functionalities, ultimately enhancing the client experience. The discussions were rich with practical steps that advisers can take to grow their practices, from optimising team composition to adopting innovative tactics for client acquisition. Today's session in Sydney was the perfect finale, bringing together brilliant minds and sparking engaging discussions on how to implement these strategies for real-world success. Special thanks to our speakers who have been with us throughout the roadshow, sharing their invaluable expertise and experience: Daniel Vanderzeil, Colonial First State Jacquelyn Mann, Invesco Australia Nicholas Ali, Neo Super Scot Thompson, Macquarie Asset Management Travis Crothers, ValueBull A heartfelt acknowledgment to our insiders community and foundation partner, Colonial First State, whose unwavering support has been crucial in bringing these events to life. Stay tuned for more insights and opportunities to get involved, including our next INPractice masterclass series in May 2025.
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Did you know insiders members have a reserved spot for all INPractice webinars? Join the conversation with Gretel Chiswell of Gretel Financial and Fran Hughes, CFP from Nexia Australia as they explore the importance of personal branding. Register now: https://lnkd.in/gCR-mH4B
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