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Showing 401 - 410 of 607 results for "IMA"

Managed accounts get FOFA boost

ELISE BURGESS  |  TUESDAY, 6 DEC 2011
Managed Discretionary Accounts are reaping some benefits from the introduction of FOFA as advisers turn to new investment vehicles, recording $150 million of inflows during the five months to November 30 for IAS. Investment Administration Services (IAS) ...

Half-filled empty glass

BENJAMIN ONG  |  WEDNESDAY, 30 NOV 2011
"It's beginning to look a lot like Christmas, everywhere you go." Oh yes Virginia, happy days have come back. Wall Street's up, Europe's up, Asia and Australia are up and up. Scan through the headlines and you get the impression that though all remains ...

IMAP: Make changes early to get FOFA ready

CLAIRE MCGREAL  |  FRIDAY, 18 NOV 2011
Financial advisers need to be implementing FOFA changes now in order to avoid confusion for clients or possible litigation down the road. That's the message from the Institute of Managed Account Providers, who maintain the best way to ensure FOFA readiness ...

Strong leadership essential to face superannuation challenges

CLAIRE MCGREAL  |  THURSDAY, 10 NOV 2011
Professionals in the superannuation industry need to take the lead in guiding the public through the challenges currently facing the sector, delegates at the 2011 ASFA conference heard. That's according to former chief of the defence forces and Qantas ...

Autumn Angst

BENJAMIN ONG  |  THURSDAY, 10 NOV 2011
OMG! We're really in trouble now, Italian-sized big trouble. Italy - the economy that's considered too big to bail - looks like it's gonna need one as the yield on its 10-year government bonds surged past the 7% bailout mark. Italian 10-year bonds rose ...

Shape up or ship out

BENJAMIN ONG  |  THURSDAY, 3 NOV 2011
Germany and France has called Greek Prime Minister George Papandreou's all-in "referendum" gambit. Monsieur Sarkozy and Fraulein Merkel suspended the disbursement of the a,-8 billion rescue tranche until Greece makes up its mind to stay in the Eurozone ...

IMAs not a product but a business model

ALEX DUNNIN  |  THURSDAY, 3 NOV 2011
... Financial Simplicity's Stuart Holdsworth. Holdsworth said managed accounts, and especially individually managed accounts (IMA) which are akin to personalised mandates implemented and managed through scalable technology, are more a process rather than ...

US unlikely to follow EU short selling ban

ALEX DUNNIN  |  TUESDAY, 25 OCT 2011
Asset managers in Europe have reacted against an EU limited ban on short-selling of sovereign bonds but in the US the Securities Exchange Commission said it is unlikely to follow suit. Last week the European Union announced a ban on naked short selling ...

PPM expands portfolio management team

CLAIRE MCGREAL  |  MONDAY, 24 OCT 2011
... Ian Hardy to its portfolio management team. Hardy comes from Centric Portfolio Managers, the individually managed accounts (IMA) arm of Centric Wealth, where he was chief investment officer, overseeing more than $300 million in funds under management. ...

Advice boutique gets image shake-up

CLAIRE MCGREAL  |  FRIDAY, 7 OCT 2011
Asteron-aligned dealer group Guardian has shed 'financial planning' from its title in a bid to shake-up the company's brand on its 10th anniversary. Guardian Advice, formerly known as Guardian Financial Planning, said the brand had become "tired" and ...