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Showing 261 - 270 of 602 results for "IMA"

AMP Capital senior manager joins CFS

DARREN SNYDER  |  MONDAY, 28 NOV 2016
... and selection; implementation of manager additions, closures and terminations across all asset classes; segregated mandate, IMA, rebate and fee negotiation; assessment against relevant regulatory criteria; and implementation using various fund structures ...

Advisers must be aware of cognitive nuances

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
Financial advisers must understand the pitfalls of the human brain and the way human tendencies can impact how knowledge is shared, according to professor of psychology at Harvard University Dr Jason Mitchell. Developed over millions of years of evolution ...

Top tips to kill your advice business

KERRIE SYDEE  |  FRIDAY, 7 OCT 2016
Businesses are living organisms and they will die without nourishment, according to Kearney Group chief executive Paul Kearney. Speaking as part of a focus session at the 2016 AFA National Advisers Conference, Kearney took delegates through his top ...

MDAs overhauled by new regulations

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2016
The operation of limited MDAs is to be terminated under new, long-awaited regulatory reforms released by ASIC yesterday. The regulator has made amendments to Regulatory Guide 179, the most significant being the removal of the regulated platform no-action ...

Managed accounts market likely bigger than thought

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
The Australian managed accounts market is well on the way to achieving Morgan Stanley's $60 billion FUM by 2020 prediction, with data released by the Institute of Managed Accounts Professionals (IMAP) indicating the market has more than doubled since ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
More than 200 delegates attended the recent 2016 Financial Standard Managed Accounts Forum, hosted at the Grand Hyatt in Melbourne. The event program was jam-packed with presentations and panel session discussions featuring some of the industry's most ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... preferences, their journeys. We can control implementation so, in my mind, the ability to mass-portfolio customize for an IMA means we control how quickly we implement money, how quickly we re-model." Burridge also told delegates that technology - particularly ...

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
The managed accounts industry is tipped to hit $60 billion by 2020, heavily disrupting traditional asset manager business models and driving the growth of financial advice groups, according to Morgan Stanley Research. In an extensive 75-page broker ...

DNR Capital fund scores 'Recommended' rating

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
Zenith has awarded the DNR Capital High Conviction Australian Equities Fund a 'Recommended' rating, twelve months after the fund was launched. The fund is based on the DNR Capital Australian Equities High Conviction strategy that was previously only ...

Implemented Portfolios launches branded IMA

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
Leading managed account specialist, Implemented Portfolios has launched a branded individually managed account (IMA) service. The IMA solution allows Australian financial advisers and licensees to white-label the Implemented Portfolios IMA technology ...