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| | | ... - without any reference to the specific recommendations made to each client." The Financial Planning Association of Australia (FPA), in its submission, agreed that standard three has some issues. "The FPA remains concerned that the wording of standard ... |
| | | | ... accounts and portfolios increases. Adding 30 of our model portfolios to one of the fastest-growing retail platforms in Australia is a great way to do that," said Lifespan chief executive Eugene Ardino. "We will also be making our bespoke MDA and model ... |
| | | | ... why overall FUM didn't move when at the same time there was positive funds inflow and newly reported FUM," Huang said. IMAP chair Toby Potter said: "Advisers tell us, inflow is principally from migrating existing clients from advice only services ... |
| | | | The Institute of Managed Account Professionals (IMAP) celebrated excellence in managed accounts at the IMAP Managed Account Awards in Sydney last night. Seven organisations were highlighted for their commitment to the sector, across various categories ... |
| | | | The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2019 Managed Account Awards. The awards cover single sector asset classes and multi-asset class programs with a range of risk profiles or other goal based objectives. ... |
| | | | ... 0.75, it's still three quarters of a bigger base," Raftery said. 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... benefits of direct ownership," Webster said. Innova beat out seven other candidates evaluated by Euroz, including some of Australia's largest multi-asset fund managers and managed account providers. The portfolios will be rolled out via HUB24 which Euroz ... |
| | | | Australia's financial advice industry should pay heed 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 ... |
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