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Search ResultsShowing 1 - 10 of 56 results for "IMAP"
FASEA urged to clarify in-house product conflicts
ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
The Institute of Managed Accounts Professionals (IMAP) has written to FASEA again, arguing that its latest guidance on the Code of Ethics leaves much to be desired. IMAP's main issue is with Standard 3, which seeks to eliminate conflicts of interest ...
Lifespan adds MDAs to BT Panorama
KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... million from December 2019, according to the latest tally of the industry by the Institute of Managed Account Professionals (IMAP). Managed accounts received $3.54 billion in total inflows in FY20. Managed discretionary account services (MDAs) take the ...
Managed accounts inch to $80bn
KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... why overall FUM didn't move when at the same time there was positive funds inflow and newly reported FUM," Huang said. IMAP chair Toby Potter said: "Advisers tell us, inflow is principally from migrating existing clients from advice only services ...
Good time to be in managed accounts: IMAP
ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... on all investment advice, but for financial advisers using managed accounts the blow has been slightly eased, according to IMAP chair Toby Potter. Potter told Financial Standard that while it is likely managed account portfolios will have been affected ...
IMAP not anticipating regulatory overhaul
ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
The chair of IMAP does not expect a major overhaul of the managed accounts space when ASIC's focus returns to the MDA review. Earlier this week, ASIC announced the MDA review is being put on hold , after "recalibrating" its regulatory priorities as ...
FASEA under pressure on managed accounts
ELIZABETH MCARTHUR  |  WEDNESDAY, 4 DEC 2019
... Professionals and is considering whether managed accounts require specific guidance from the authority. "We've met with the IMAP crew," Glenfield told Financial Standard . "We are considering whether [managed accounts] need guidance going forward. ...
Results of ASIC MDA review imminent
ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
The Institute of Managed Accounts Professionals (IMAP) has released its submission to ASIC as the regulator reviews managed accounts, with a special focus on managed discretionary accounts (MDAs). This comes ahead of the results of ASIC's review of ...
FASEA ethics pose risk to managed accounts
ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
The Institute of Managed Accounts Professionals (IMAP) has made a submission to the Financial Adviser Standards and Ethics Authority, questioning its consideration of conflicts of interest in the Code of Ethics. IMAP said Standard 3 in the FASEA Code ...
Excellence in managed accounts recognised
HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
The Institute of Managed Account Professionals (IMAP) celebrated excellence in managed accounts at the IMAP Managed Account Awards in Sydney last night. Seven organisations were highlighted for their commitment to the sector, across various categories ...
Managed Account Awards finalists revealed
ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2019 Managed Account Awards. The awards cover single sector asset classes and multi-asset class programs with a range of risk profiles or other goal based objectives. ...
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