Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 231 - 240 of 602 results for "IMA"

Australia braces for Amazon impact

ALEX BURKE  |  TUESDAY, 5 DEC 2017
Amazon has finally launched in Australia and the retail sector is likely to experience significant hurdles - but Amazon itself will face its own challenges, according to financial services experts. Amazon Australia country manager Rocco Braeuniger said ...

Advice industry must think bigger: Netwealth

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
Australia's financial advice industry should pay heed to the likes of Facebook, Google and Uber if it is to meet the evolving expectations of clients. Speaking at the inaugural IMAP InvestTech conference in Sydney today, netwealth joint managing director ...

Managed accounts sector knuckles down on data standards

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
Some of the biggest names in investment, technology and financial advice will work together to develop efficient standards for the exchange of managed account data. An industry working group led by the Institute of Managed Account Professionals has ...

Financial services firms eye machine learning

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
Machine learning is transforming the way financial services operates, as a growing number of Australian firms are adopting it to make sense of big data and to improve productivity. According to Bloomberg, more than half (55%) of Australian financial ...

Super changes increasing adviser workload: Financial Standard poll

KARREN VERGARA  |  MONDAY, 16 OCT 2017
Advisers' workload has somewhat increased since the superannuation changes took effect on July 1, Financial Standard's weekly poll reveals. Forty-four per cent of advisers are carrying a heavier workload, while one-in-five (19%) are still grappling ...

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
An international transition specialist believes a success marker for the Australian financial advice industry will be how it copes as the baby boom becomes a death boom. Speaking at the AFA 2017 National Adviser Conference on the Gold Coast, Corgenius ...

Focusing on the bad to make it better

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
Financial advisers must shift their thinking on the least enjoyable aspects of what they do and instead consider their capacity for innovation. Speaking at the 2017 AFA National Adviser Conference today, Red Marker chief executive Matt Symons said industry ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
Platform providers and financial advisers offering a managed discretionary account (MDA) service should be mindful of the regulator cracking down on new suitability review requirements, a legal expert warns. Presenting at today's Financial Standard ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
The amount of money pouring into managed discretionary accounts has seen the total funds under management in managed accounts rise 22.5% in just six months. According to the FUM Census from the Institute of Managed Account Professionals, as at 30 June ...

Managed accounts growth delivers strong Praemium result

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
... to $657 million. Internationally there was a 27% rise in SMA inflows to $2.24 billion, and there was strong uptake in its IMA solution too. The international business also acquired UK self-invested personal pension provider Wensley Mackay, with the imminent ...