Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 28 of 28 results for "Institute of Managed Account Professionals"

Managed accounts sector knuckles down on data standards

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... standards for the exchange of managed account data. An industry working group led by the Institute of Managed Account Professionals has been established to cultivate a standard format for the transfer of managed account model data. IMAP chair Toby Potter ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
... the MDA service if found to be not suitable for the client, Wivell Plater said. The Institute of Managed Account Professionals (IMAP) is in discussions with ASIC about this issue and seeking to remove this requirement, because they are concerned about ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
... managed accounts rise 22.5% in just six months. According to the FUM Census from the Institute of Managed Account Professionals, as at 30 June 2017 the total FUM in managed accounts sits at $47.97 billion - up $8.79 billion since 31 December 2016. This ...

Managed accounts continue rapid surge

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017
... administration across platforms and wraps in Australia. That is the key finding of the Institute of Managed Account Professionals' (IMAP) latest Managed Accounts FUM Census, with the data showing a growth of $8.3 billion in the six months to 31 December ...

IMAP ensuring greater representation for MDAs

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
Ahead of new regulatory requirements the Institute of Managed Account Professionals will establish a sub-committee to represent the interests of managed discretionary account providers. Commencing in March, the MDA Providers Forum will be an invitation-only ...

IMAP expands advisory board

JAMIE WILLIAMSON  |  SUNDAY, 11 DEC 2016
The Institute of Managed Account Professionals (IMAP) has made a series of appointments to 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 ...

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
... saving over $100k - further boosting their practice value." Toby Potter, chair of the Institute of Managed Account Professionals (IMAP), said that as more platforms and product providers invest time and resources to the sector, the more MAs become a ...

ASIC MDA review requires further clarity: IMAP

ALICE URIBE  |  TUESDAY, 30 APR 2013
The Institute of Managed Account Professionals (IMAP) have maintained that the regulator's insistence on an annual review for managed discretionary account operators (MDAs) is excessive, and will push for a two-year requirement. In its submission to ...
PAGE:
3