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Search ResultsShowing 11 - 20 of 34 results for "Toby Potter"
IMAP to recognise managed accounts excellence
JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... 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 recognised, he added. ...
Managed accounts climb to $57bn
ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... members of IMAP reinforces the dramatic impact managed accounts are having on the wealth management market. IMAP chair Toby Potter said managed accounts have raised the bar for the level of services and functionality financial advisers and their clients ...
Managed accounts sector knuckles down on data standards
JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... 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 industry ...
Iceberg MDAs driving managed account FUM
JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
... $1.54 billion of overall growth. Other services such as IDPS schemes grew by 5.94% to $10.1 billion. While IMAP chair Toby Potter conceded about $4.1 billion of the growth came as a result of new MDA provider participants in the FUM Census, he also hinted ...
Managed accounts continue rapid surge
JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017
... showing a growth of $8.3 billion in the six months to 31 December 2016. Now sitting at $39.2 billion, IMAP chair Toby Potter said: "This new total shows just how significant managed accounts in their various forms have become. They now amount to the ...
IMAP ensuring greater representation for MDAs
JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
... Revis, Elston Asset Management Brett Sanders, Philo Capital Glenn Woolley, Intrinsic Investment Management IMAP chair Toby Potter said the key driver for the establishment of the committee is the different regulations that organisations offering managed ...
IMAP expands advisory board
JAMIE WILLIAMSON  |  SUNDAY, 11 DEC 2016
... its advisory board. The appointments come as part of the association's growth strategy, leading on from IMAP chair Toby Potter's decision to take on a more full-time role following his departure from IOOF where he was national manager, platform strategy ...
MDAs overhauled by new regulations
JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2016
... practice and demonstrates ASIC's ability to respond to innovation in the financial services industry. IMAP chairman Toby Potter said the new guide reflected the association's submission to the consultation paper, describing the updated version of RG179 ...
Managed accounts market likely bigger than thought
JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... indicating that the true total FUM is potentially much higher. "Managed Accounts have been growing rapidly," said Toby Potter, Chair of IMAP. "However, because they can be SMAs, or MDA's or various other legal structures, it's been hard to be sure just ...
Experts give insights at 2016 Managed Accounts Forum
JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
... discussion on the impact of implementing managed accounts and a wrap-up of the day's discussions, facilitated by IMAP's Toby Potter, followed by the opportunity for attendees to relax, unwind and network over drinks and canapA(C)s.
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