Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 59 results for "IMAP"

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... $15.8 billion in the last six months to $111 billion, new research shows. The Institute of Managed Account Professionals (IMAP) and Milliman's latest Managed Accounts FUM Census showed the split in funds under management remained very close between separately ...

IMAP names award winners

ANNABELLE DICKSON  |  FRIDAY, 27 AUG 2021
The Institute of Managed Account Professionals (IMAP) announced the winners of its annual awards. Proton by Nucleus Wealth took out the award for Innovation which acknowledges the operation and process of managed accounts, adoption by advisers and licensees ...

Managed accounts FUM inch to $100bn

KARREN VERGARA  |  FRIDAY, 12 MAR 2021
... seeing considerable focus on innovation from providers and managers to continue to develop greater capability," he said. IMAP and Milliman calculated a $15.5 billion rise in managed accounts funds under management from June 2020. Net inflows in the six ...

FASEA urged to clarify in-house product conflicts

ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
The Institute of Managed Accounts Professionals (IMAP) has written to FASEA again, arguing that its latest guidance on the Code of Ethics leaves much to be desired. IMAP's main issue is with Standard 3, which seeks to eliminate conflicts of interest ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... million from December 2019, according to the latest tally of the industry by the Institute of Managed Account Professionals (IMAP). Managed accounts received $3.54 billion in total inflows in FY20. Managed discretionary account services (MDAs) take the ...

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... why overall FUM didn't move when at the same time there was positive funds inflow and newly reported FUM," Huang said. IMAP chair Toby Potter said: "Advisers tell us, inflow is principally from migrating existing clients from advice only services ...

Good time to be in managed accounts: IMAP

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... on all investment advice, but for financial advisers using managed accounts the blow has been slightly eased, according to IMAP chair Toby Potter. Potter told Financial Standard that while it is likely managed account portfolios will have been affected ...

IMAP not anticipating regulatory overhaul

ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
The chair of IMAP does not expect a major overhaul of the managed accounts space when ASIC's focus returns to the MDA review. Earlier this week, ASIC announced the MDA review is being put on hold, after "recalibrating" its regulatory priorities as it ...

FASEA under pressure on managed accounts

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 DEC 2019
... Professionals and is considering whether managed accounts require specific guidance from the authority. "We've met with the IMAP crew," Glenfield told Financial Standard. "We are considering whether [managed accounts] need guidance going forward. ...

Results of ASIC MDA review imminent

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
The Institute of Managed Accounts Professionals (IMAP) has released its submission to ASIC as the regulator reviews managed accounts, with a special focus on managed discretionary accounts (MDAs). This comes ahead of the results of ASIC's review of ...
PAGE:
1
PREVIOUS
NEXT