Search Results | Showing 71 - 80 of 84 results for "Toby" |
| | | ... MDAs are a mainstream product. "This will result in an excellent outcome for investors and MDA providers alike," IMAP chair Toby Potter said. |
| | | | ... interest' 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 ... |
| | | | Mercer has expanded its alternatives investment capability with an addition to its infrastructure team. Toby Buscombe will join Mercer's global infrastructure investment team later this year after more than a decade with Access Capital Advisers, most ... |
| | | | ... reforms, 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 ... |
| | | | ... 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 ... |
| | | | ... aimed 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 ... |
| | | | ... 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 ... |
| | | | ... the 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 ... |
| | | | 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 ... |
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