The latest issue of Financial Standard now available as an e-newspaper
|Search Results||Showing 31 - 40 of 56 results for "IMAP"|
|... 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 ...|
|... 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 ...|
|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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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.|
The industry superannuation fund has completed its merger with WA Super initiated earlier this year and now has $135 billion in assets and one million members.
IOOF yesterday said it won't be pursuing an offer to buy its retail trustee Australian Executor Trustee business.
Despite the growing emphasis on sustainability and the mainstream nature of ESG considerations, investors are still struggling to find adequate data to inform their decisions.
The former head of advice for Shadforth has moved to Akambo Financial Group, a boutique dealer group with big growth plans.
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