The Impact Awards were established to recognise professionals and firms that exemplify high standards, dedication to client outcomes, and significant contributions to the future of financial services.

2024 Impact Awards Winners

Wealth Management:

• Investment Adviser of the Year: Jarrad Page (Right Advice Wealth Management)
• Rising Star of the Year: Ryan James (Sonder Advisory Group)
• Holistic Advice Firm of the Year: The Hopkins Group
• Boutique Advice Firm of the Year: Right Advice Wealth Management

Funds Management:

• BDM of the Year: Brent McArdle (BT)
• Australian Equity Fund Manager of the Year: Yarra Capital Management
• Global Equity Fund Manager of the Year: T.Rowe Price
• Fixed Income Fund Manager of the Year: PIMCO
• Alternatives Fund Manager of the Year: Global X

Partner Services:

• Financial Services Publication of the Year: Financial Standard
• Managed Account (SMA/MDA) Offering of the Year: BT Managed Accounts
• Dealer Group of the Year: Lifespan Financial Planning

Robert Talevski, Founder & Managing Director of Activam, commented, “We are fortunate to work alongside many outstanding partners, including advice practices, fund managers, and other financial services providers. It is truly rewarding to recognise these individuals and organisations for their significant roles in shaping the future of the financial services ecosystem.”

Jarrad Page, Financial Planner & Managing Director of Right Advice Wealth Management – “Winning Investment Adviser of the year along with the Boutique Advice Practice of the year award is a huge honour. It’s a testament to the entire team we have at Right Advice who work tirelessly to ensure the best outcomes for all our clients. It is amazing to be recognised for these efforts and we thank the entire team at Activam for the recognition.”

Michael Williams, Managing Director of The Hopkins Group “Receiving the Holistic Advice Practice of the Year Award from Activam Group is a tremendous honour for The Hopkins Group team. This recognition validates our unwavering commitment to providing comprehensive, personalised financial advice to our clients. We’re proud to be recognised by our peers and the industry for our holistic approach.

Our team is passionate about helping clients achieve their financial goals, and this award is a testament to our hard work and dedication. We’d like to extend our sincere thanks to Activam Group for this prestigious accolade. It’s a fantastic achievement for our firm and a motivating force as we continue to deliver exceptional financial advice.”

Ryan James, Director & Principal Financial Adviser of Sonder Advisory Group – “Receiving the ‘Rising Star of the Year’ award is a tremendous honour and a testament to the hard work and dedication my team and I have invested in providing exceptional financial advice. This recognition not only validates our commitment to our clients but also motivates us to continue pushing boundaries and innovating in our field. On a personal level, it’s a source of pride and joy for my family, who have supported me through every step of this journey.

“To aspiring and up-and-coming advisers, I would emphasise the importance of seeking mentorship and valuing the journey. Find mentors who can offer guidance and share their experiences, as their insights can be invaluable in navigating your career path. Equally important is to enjoy the process of growth and learning—embrace each challenge as a chance to develop and savour the progress you make along the way.”

Kristina Benkotic, Head of Strategic Growth & Partnerships at Activam, added, “We believe it’s important to share inspiring stories and highlight the individuals and organisations making a difference. The Impact Awards aren’t just about having the biggest presence; they focus on recognising those who make a meaningful impact.”

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The Impact Awards were established to recognise professionals and firms that demonstrate high standards and dedication to their client outcomes. These individuals and organisations play a key role in shaping the future of financial services through their integrity, leadership and vision.

Robert Talevski, Founder and Managing Director of Activam “We are so fortunate to work alongside many outstanding partners, including advice practices, fund managers, and other financial services providers. It will be brilliant to recognise these individuals and organisations and the role they play in shaping the future of financial services ecosystem.”

Award categories

Wealth Management

• Investment Adviser of the Year
• Rising Star of the Year
• Industry Thought Leader of the Year
• Holistic Advice Firm of the Year
• Boutique Advice Firm of the Year

Funds Management:

• BDM of the Year
• Australian Equity Fund Manager of the Year
• Global Equity Fund Manager of the Year
• Fixed Income Fund Manager of the Year
• Alternatives Fund Manager of the Year

Partner Services:

• Financial Services Publication of the Year
• Managed Account (SMA/MDA) Offering of the Year
• Dealer Group of the Year

Kristina Benkotic, Head of Strategic Growth & Partnerships, at Activam added “We believe it’s important to share inspiring stories and highlight the individuals and organisations making a difference. The Impact Awards aren’t just about having the biggest presence; they focus on recognising those who make a meaningful impact.

Nomination Process:

• Submit your nominations: Now until August 19, 2024.
• Provide a rationale: In 200 words or less, explain why your nominee deserves to win in their category.
• Vote on the shortlists: Voting will be open from August 20 to August 30, 2024, for those registered with their name, firm, and contact details.
• Winner Announcement: Winners will be revealed on September 4, 2024, at the Act Conference Gala Dinner & Awards Night, held at RACV Torquay.

Read the Nomination Form.

The post Activam opens nominations for 2024 Impact Awards: Recognising excellence and impactful achievements in wealth management appeared first on AdviserVoice.

Robert Talevski

Activam Group is excited to announce the launch of the Activam Multi-Asset Series SMA Portfolios on North Platform, reflecting a growing adviser demand for diverse, high-performing managed portfolios with a strong focus on asset allocation. This new suite, now available to advisers on the North platform.

The six managed portfolios, expertly managed by Activam Group, an investment firm specialising in multi-asset portfolio management and investment consulting services, bring enhanced optionality to advisers. The portfolio options include:

• Activam Conservative and Income Portfolio
• Activam Moderate Portfolio
• Activam Index-Focused Balanced Portfolio
• Activam Balanced Portfolio
• Activam Growth Portfolio
• Activam High Growth Portfolio

Each portfolio reflects Activam Group’s strategic asset allocation approach, combining a diverse mix of assets to optimise performance and manage risk effectively.

This launch reaffirms Activam’s dedication to supporting the evolving needs of the adviser community with high-quality investment solutions.

Robert Talevski, Activam Group Managing Director and Founder said: “We are thrilled to be offering access to the Activam Multi-Asset SMA investment portfolios through North. Our investment team takes an active approach to portfolio management, bringing together our extensive experience, knowledge, and best ideas.”

“The demand has been fantastic, as we stay committed to delivering exceptional opportunities and outcomes for advisers and their clients, through quality and performance focus.”

Kristina Benkotic, Activam Group – Head of Strategic Growth & Partnerships said: “We are excited to expand our partnership with North, our commitment is to partner and grow with financial advisers and wealth practices providing investment options that deliver best outcomes for their clients, this launch meets the rising demand for dynamic portfolio management solutions.”

Edwina Maloney, AMP Group Executive, Platforms said: “North also continues to invest in optionality and choice by giving advisers the confidence that their platform is the easiest to use in the market with a growing range of tailored investment solutions and best of breed functionality.”

“That’s why we’re thrilled to be welcoming Activam to our platform with six new managed portfolios on North, as we continue to set the pace with the fasting growing offer in the market.”

“Thanks to this partnership, North is offering advisers access to an extensive new range of actively managed portfolios with diversified risk profiles across different styles, investment timeframes and exposures that help drive advice practice efficiency whilst also lowering its cost to serve.”

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