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Search ResultsShowing 31 - 40 of 56 results for "IMAP"
Managed account FUM exceeds $13bn
MARK SMITH  |  FRIDAY, 10 APR 2015
... total funds held in managed account services now exceed $13 billion, according to the Institute of Managed Account Providers (IMAP), which has published a report on the findings. "As part of the material for the Dealer Roundtable we held this week, IMAP ...
OneVue re-signs IMAP sponsorship
STAFF WRITER  |  FRIDAY, 26 SEP 2014
... Wholesale superannuation services provider OneVue has renewed its sponsorship of the Institute of Managed Account Providers (IMAP). OneVue head of platform strategy, sales and service David Storm said that the range and complexity of products in the ...
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 ...
Managed accounts set for an overhaul
LAURA MILLAN  |  MONDAY, 11 MAR 2013
... Statements (PDS) in front of our entire managed accounts platform." Meanwhile, the Institute of Managed Accounts Provider (IMAP) said the paper recognises that MDAs are a mainstream product. "This will result in an excellent outcome for investors and ...
Managed accounts get FOFA boost
ELISE BURGESS  |  TUESDAY, 6 DEC 2011
... attributing the gains to a sustained period of adverse conditions for advisers. The Institute of Managed Account Providers (IMAP) recently said the Future of Financial Advice (FOFA) reforms is making managed accounts mainstream for advisers with IAS ...
IMAP: Make changes early to get FOFA ready
CLAIRE MCGREAL  |  FRIDAY, 18 NOV 2011
... the underlying investments will have potential problems," said Toby Potter, chair Institute of Managed Account Providers (IMAP). "To avoid best interest issues, an adviser implementing their advice through managed accts can clearly show that the advice ...
Industry uncertainty limits MDAs
ELISE BURGESS  |  THURSDAY, 28 JUL 2011
... push them into the spotlight, said Institute of Managed Accounts Providers. The Institute of Managed Accounts Providers (IMAP) reported a rising interest in managed discretionary accounts (MDA) since the introduction of the FOFA reforms, but that this ...
Planners upscale with managed accounts
MICHELLE BALTAZAR  |  THURSDAY, 5 MAY 2011
... advice are already run exclusively on managed accounts. Toby Potter, chair of the Institute of Managed Account Providers (IMAP), said technology has allowed MA providers to develop products for planners that simply weren't possible 10 years ago. "They ...
Dealer groups raise stakes in portfolio mgmt
ALISON BEVEGE  |  FRIDAY, 25 FEB 2011
... investment managers, resulting in a surplus of managers, said Toby Potter, chairman of the Institute of Managed Account Providers (IMAP) at an industry briefing yesterday. Potter said the pool of fund managers that dealer groups allocate funds into is ...
Managed accounts forum tackles key issues
RUTH LIEW  |  FRIDAY, 30 APR 2010
... what it takes to put an SMA into practice and, sales and marketing strategies. The event is conducted in association with IMAP, and will be held next Tuesday at the Australian National Maritime Museum, Darling Harbour, Sydney.
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