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Showing 11 - 20 of 32 results for "Managed Account Providers"

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... $250-300 million in-house - that's still a very big number, and that's without adding in the other types of managed account providers and platforms in the market. There's just no way to accurately measure all the money being managed with discretion." ...

Managed account FUM exceeds $13bn

MARK SMITH  |  FRIDAY, 10 APR 2015
... The total funds held in managed account services now exceed $13 billion, according to the Institute of Managed Account Providers (IMAP), which has published a report on the findings. "As part of the material for the Dealer Roundtable we held this week ...

OneVue re-signs IMAP sponsorship

STAFF WRITER  |  FRIDAY, 26 SEP 2014
Wholesale superannuation services provider OneVue has renewed its sponsorship of the Institute of Managed Account Providers (IMAP). OneVue head of platform strategy, sales and service David Storm said that the range and complexity of products in the ...

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 ...