Search Results | Showing 41 - 47 of 47 results for "Toby Potter" |
| | | ... 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 ... |
| | | | ... Institute of Managed Account Providers (IMAP), welcomed the inclusion of SMAs in the super system review and IMAP chair Toby Potter said IMAP will be making a submission on why SMAs are critical to SMSFs. "We regard this as a ringing endorsement of the ... |
| | | | ... Institute of Managed Accounts Providers (IMAP), the industry body for managed accounts professionals, has appointed Toby Potter, one of the industry's pioneers, as chair. Tracy Byrne, who helped establish IMAP, is stepping down as chair but will remain ... |
| | | | ... years since launch. "This is a milestone for IAS and achieved from a start up position just over two years ago," said Toby Potter, IAS chief executive. Counting fund managers and dealer groups as clients, IAS offers portfolio administration, documentation ... |
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