Search Results | Showing 21 - 30 of 43 results for "Toby Potter" |
| | ... 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 ... |
| | | ... 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 ... |
| | | ... $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 ... |
| | | ... data 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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. |
| | | ... direct equities can also be substantial with some planners 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 ... |
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