Search Results | Showing 11 - 20 of 29 results for "Managed Account Providers" |
| | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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. ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
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