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Showing 31 - 40 of 47 results for "Toby Potter"

MDAs overhauled by new regulations

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2016
... practice and demonstrates ASIC's ability to respond to innovation in the financial services industry. IMAP chairman Toby Potter said the new guide reflected the association's submission to the consultation paper, describing the updated version of RG179 ...

Managed accounts market likely bigger than thought

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... indicating that the true total FUM is potentially much higher. "Managed Accounts have been growing rapidly," said Toby Potter, Chair of IMAP. "However, because they can be SMAs, or MDA's or various other legal structures, it's been hard to be sure just ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
... discussion on the impact of implementing managed accounts and a wrap-up of the day's discussions, facilitated by IMAP's Toby Potter, followed by the opportunity for attendees to relax, unwind and network over drinks and canapA(C)s.

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
... direct equities can also be substantial with some planners saving over $100k - further boosting their practice value." Toby Potter, chair of the Institute of Managed Account Professionals (IMAP), said that as more platforms and product providers invest ...

Managed account FUM exceeds $13bn

MARK SMITH  |  FRIDAY, 10 APR 2015
... providers to provide essential details about their service including the FUM held in managed account services," IMAP chair Toby Potter said. "This shows that total FUM held in this type of account exceeds $13 billion. Potter added that the survey was ...

OneVue re-signs IMAP sponsorship

STAFF WRITER  |  FRIDAY, 26 SEP 2014
... platforms and other managed account service providers to help build a better industry faster," IMAP chief executive Toby Potter said.

ASIC drops planned MDA changes

JAMES FERNYHOUGH  |  THURSDAY, 6 MAR 2014
... the Coalition's deregulation agenda and its announcement of a moratorium on further financial services regulation. Toby Potter, chairman of the Institute of Managed Account Providers, said: "Whatever the reason, this effectively ends the immediate threat ...

Managed accounts set for an overhaul

LAURA MILLAN  |  MONDAY, 11 MAR 2013
... a mainstream product. "This will result in an excellent outcome for investors and MDA providers alike," IMAP chair Toby Potter said.

IMAP: Make changes early to get FOFA ready

CLAIRE MCGREAL  |  FRIDAY, 18 NOV 2011
... will mean that anyone who has a conflicted interest in 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 ...

Industry uncertainty limits MDAs

ELISE BURGESS  |  THURSDAY, 28 JUL 2011
... but that this interest was hampered by a lack of understanding and clarity in the wider wealth management market. Toby Potter, IMAP chair, said there was little understanding of the MDA services available, and as such, planning dealer groups were failing ...