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Showing 41 - 50 of 68 results for "Institute of Managed Account"

Managed accounts market likely bigger than thought

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
The Australian managed accounts market is well on the way to achieving Morgan Stanley's $60 billion FUM by 2020 prediction, with data released by the Institute of Managed Accounts Professionals (IMAP) indicating the market has more than doubled since ...

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

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
... 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 time and resources to the sector, the more ...

Managed account FUM exceeds $13bn

MARK SMITH  |  FRIDAY, 10 APR 2015
The 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 ...

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 drops planned MDA changes

JAMES FERNYHOUGH  |  THURSDAY, 6 MAR 2014
... 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 of NTA requirements for MDA operators for ...

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
For the first time in nine years, the country's financial services regulator is placing the managed accounts sector through a comprehensive review, addressing grey areas and fixing major drawbacks that have long derailed the sector's growth. Institutions ...

Managed accounts get FOFA boost

ELISE BURGESS  |  TUESDAY, 6 DEC 2011
... Discretionary Account, 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 ...

IMAP: Make changes early to get FOFA ready

CLAIRE MCGREAL  |  FRIDAY, 18 NOV 2011
... to avoid confusion for clients or possible litigation down the road. That's the message from the Institute of Managed Account Providers, who maintain the best way to ensure FOFA readiness is to make changes ahead of time. "The sleeper in the industry's ...

Industry uncertainty limits MDAs

ELISE BURGESS  |  THURSDAY, 28 JUL 2011
Lack of compliance understanding and industry-wide consensus is hindering advisers from using managed discretionary accounts to their full potential, but new reforms may soon push them into the spotlight, said Institute of Managed Accounts Providers. ...