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Search ResultsShowing 11 - 20 of 56 results for "IMAP"
Investors stick with managed accounts despite volatility
HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
... half of last year were worth around $2.5 billion, a 4% increase on the sector's total funds under management. According to IMAP, the result is encouraging, given the sector faced difficulties on two fronts towards the end of 2018 - the Royal Commission's ...
ASIC sharpens focus on managed accounts
KARREN VERGARA  |  TUESDAY, 18 DEC 2018
... the expectation the solution will become mainstream in financial services, the Institute of Managed Account Professionals (IMAP) commented. While ASIC didn't elaborate on what the project entails, IMAP provided more detail. The project will commence ...
How much your advice business will be worth in 2023
KANIKA SOOD  |  TUESDAY, 11 SEP 2018
... More than $60 billion is held in managed accounts in Australia according to an Institute of Managed Account Professionals (IMAP) survey released yesterday. The sector grew 30% in the last year.
Limited MDA deadline closes in
KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
... discretionary account should have made other formal arrangements by now, but the truth is many are still lagging behind, according to IMAP chair Toby Potter. With the limited MDA changes taking effect on 1 October 2018, it's too late to apply for ...
IMAP awards managed accounts excellence
KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... of the industry at its inaugural awards ceremony last night. Held at Sydney's Dockside at Cockle Bay Wharf, the 2018 IMAP Managed Account Awards covered three themes: asset classes, innovation and how well licensees integrated managed accounts into ...
IMAP to recognise managed accounts excellence
JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... offering managed account products, the awards acknowledge the growing significance of managed accounts in financial advice, IMAP chair Toby Potter said. Managed account programs offered by advice firms are also an important development that should be ...
Managed accounts climb to $57bn
ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... of the platform market with 40% of the sector's growth due to organic netflows. The survey of 42 participating members of IMAP reinforces the dramatic impact managed accounts are having on the wealth management market. IMAP chair Toby Potter said managed ...
Euroz partners for first managed account models
JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... Euroz selected HUB24 for its ability to integrate with the existing infrastructure underpinning their business. According to IMAP's recent managed account FUM census, the managed accounts sector now represents about $48 billion in funds, standing as ...
Advice industry must think bigger: Netwealth
JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... 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 Matt Heine said the advice industry is not thinking ...
Managed accounts sector knuckles down on data standards
JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... Account Professionals has been established to cultivate a standard format for the transfer of managed account model data. IMAP chair Toby Potter said managers are currently finding it difficult to meet current proprietary requirements imposed by various ...
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