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Showing 31 - 40 of 69 results for "IMAP"

Euroz partners for first managed account models

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... Euroz selected HUB24 for its ability to integrate with the existing infrastructure underpinning their business. According to IMAP's recent managed account FUM census, the managed accounts sector now represents about $48 billion in funds, standing as ...

Advice industry must think bigger: Netwealth

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... to the likes of Facebook, Google and Uber if it is to meet the evolving expectations of clients. Speaking at the inaugural IMAP InvestTech conference in Sydney today, netwealth joint managing director Matt Heine said the advice industry is not thinking ...

Managed accounts sector knuckles down on data standards

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... Account 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 ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
... MDA service if found to be not suitable for the client, Wivell Plater said. The Institute of Managed Account Professionals (IMAP) is in discussions with ASIC about this issue and seeking to remove this requirement, because they are concerned about the ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
... accounting for $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 ...

CFS knuckles down on managed accounts

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
... of that capability," Chun said. With Morgan Stanley predicting the managed accounts market to hit $60 billion by 2020, and IMAP's recent Managed Account FUM Survey estimating it to be worth $39.2 billion at present, CFS FirstWrap currently holds $6 billion ...

Managed accounts continue rapid surge

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017
... administration across platforms and wraps in Australia. That is the key finding of the Institute of Managed Account Professionals' (IMAP) latest Managed Accounts FUM Census, with the data showing a growth of $8.3 billion in the six months to 31 December ...

IMAP ensuring greater representation for MDAs

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
... authorisation, meeting in Sydney and Melbourne up to six times a year with a view to expand into other cities. To develop the forum, IMAP has formed a team of principals from a number of licensees with MDA authorisation. The group comprises: David Heather ...

IMAP expands advisory board

JAMIE WILLIAMSON  |  SUNDAY, 11 DEC 2016
The Institute of Managed Account Professionals (IMAP) has made a series of appointments to 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 ...

MDAs overhauled by new regulations

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2016
... managed accounts market in Australia having grown substantially to more than $31 billion since the inception of RG179 in 2004, IMAP says the new regulation is better aligned with current industry practice and demonstrates ASIC's ability to respond to ...

Editor's Choice

Ausfood Super appoints chief executive

ELIZABETH FRY
Australian Food Super, the superannuation fund set up for employees in the meat industry, has named Michael Sykes as its new CEO.

mFunds sparked ASX outage, $1m credit issued

KARREN VERGARA
The ASX said the outage from last month largely stemmed from the now-defunct mFunds and will subsequently credit participants $1 million to make amends.

Aussie shares cost 8% more on rebalance days: Dimensional

KARREN VERGARA
Investing in the S&P/ASX 300 on a day it rebalances puts an 8% premium on share prices, a phenomenon that follows major global indices, new research from Dimensional Fund Advisors finds.

Rest appoints first-ever chief of staff

ANDREW MCKEAN
Rest has appointed a senior wealth management leader and superannuation expert from Insignia Financial to take the reins as chief of staff.

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