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Showing 11 - 20 of 29 results for "Managed Account Providers"

Managed accounts take-up jump 63%: survey

STAFF WRITER  |  TUESDAY, 6 MAY 2014
... together account for 49% of advisers in adviser groups formally associated with a managed account. Other managed account providers mentioned by the survey participants were Multiport, Antares Direct SMA and Dalton Nicol Reid The list could be extended ...

ASIC drops planned MDA changes

JAMES FERNYHOUGH  |  THURSDAY, 6 MAR 2014
... of a moratorium on further financial services regulation. Toby Potter, chairman of the Institute of Managed Account Providers, said: "Whatever the reason, this effectively ends the immediate threat of NTA requirements for MDA operators for the time being ...

MainstreamBPO partners with DomaCom

MARK SMITH  |  TUESDAY, 5 MAR 2013
... office services to a range of high end financial service organisations including superannuation funds and managed account providers," he said. DomaCom said it would be targeting the financial planning, accounting and mortgage broking sectors over the ...

Managed accounts get FOFA boost

ELISE BURGESS  |  TUESDAY, 6 DEC 2011
... Account, attributing the gains to a sustained period of adverse conditions for advisers. The Institute of Managed Account Providers (IMAP) recently said the Future of Financial Advice (FOFA) reforms is making managed accounts mainstream for advisers ...

IMAP: Make changes early to get FOFA ready

CLAIRE MCGREAL  |  FRIDAY, 18 NOV 2011
... confusion for clients or possible litigation down the road. That's the message from the Institute of Managed Account Providers, who maintain the best way to ensure FOFA readiness is to make changes ahead of time. "The sleeper in the industry's debate ...

Planners upscale with managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 5 MAY 2011
... under advice are already run exclusively on managed accounts. Toby Potter, chair of the Institute of Managed Account Providers (IMAP), said technology has allowed MA providers to develop products for planners that simply weren't possible 10 years ago. ...

Dealer groups raise stakes in portfolio mgmt

ALISON BEVEGE  |  FRIDAY, 25 FEB 2011
... investment managers, resulting in a surplus of managers, said Toby Potter, chairman of the Institute of Managed Account Providers (IMAP) at an industry briefing yesterday. Potter said the pool of fund managers that dealer groups allocate funds into is ...

Macq customised portfolio mgt makes the grade

ALISON BEVEGE  |  FRIDAY, 25 FEB 2011
... be likely to achieve its aim of a 0.5 yield above the benchmark. MCPM is one of Australia's largest managed account providers, with more than one billion dollars under management, according to its website. It offers four Australian equity SMA model portfolios ...

Managed accounts forum tackles key issues

RUTH LIEW  |  FRIDAY, 30 APR 2010
... Financial Standard Best Practice Seminar Series. Speakers include: Toby Potter, chairman of the Institute of Managed Account Providers; Stephen Etkind, partner at Minter Ellison; Tristan Laszok, director strategic development and design at AMP; and Rodney ...

SMAs to turbocharge SMSFs

MICHELLE BALTAZAR  |  TUESDAY, 15 DEC 2009
... of much more easily than with a large fund. The industry body for managed accounts, the Institute of Managed Account Providers (IMAP), welcomed the inclusion of SMAs in the super system review and IMAP chair Toby Potter said IMAP will be making a submission ...