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Showing 21 - 30 of 47 results for "Toby Potter"

Investors stick with managed accounts despite volatility

HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
... fronts towards the end of 2018 - the Royal Commission's potential recommendations and market volatility. IMAP chair Toby Potter said the institute's latest data - produced in conjunction with Milliman - shows investors paid little attention to the headwinds. ...

Limited MDA deadline closes in

KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
... have made other formal arrangements by now, but the truth is many are still lagging behind, according to IMAP chair Toby Potter. With the limited MDA changes taking effect on 1 October 2018, it's too late to apply for a full licence as the process ...

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... innovation and how well licensees integrated managed accounts into its processes. IMAP chair and host for the evening Toby Potter said managed accounts embody the transformation that's happening rapidly, and the list of nominees and winners reflect ...

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
... 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 ...

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 ...