Search Results | Showing 31 - 40 of 43 results for "Toby Potter" |
| | ... 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 ... |
| | | ... platforms and other managed account service providers to help build a better industry faster," IMAP chief executive Toby Potter said. |
| | | ... 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 ... |
| | | ... a mainstream product. "This will result in an excellent outcome for investors and MDA providers alike," IMAP chair Toby Potter said. |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... circumstances. To date, around 60 per cent of the firm's funds under 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 ... |
| | | ... Dealer groups are forming deeper relationships with fewer 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 ... |
| | | ... at improving planners' businesses as part of the Financial Standard Best Practice Seminar Series. Speakers include: Toby Potter, chairman of the Institute of Managed Account Providers; Stephen Etkind, partner at Minter Ellison; Tristan Laszok, director ... |
| | | ... multi-managers. The syndicate wants more control over pricing, transparency and disclosure, and the investment menus available. Toby Potter, chair of the industry body for managed accounts, IMAP, said Bouris and Miles' business model caters for the next ... |
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