Search ResultsShowing 1 - 10 of 51 results for "IMAP"
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 ...
FASEA ethics pose risk to managed accounts
ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
The Institute of Managed Accounts Professionals (IMAP) has made a submission to the Financial Adviser Standards and Ethics Authority, questioning its consideration of conflicts of interest in the Code of Ethics. IMAP said Standard 3 in the FASEA Code ...
Excellence in managed accounts recognised
HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
The Institute of Managed Account Professionals (IMAP) celebrated excellence in managed accounts at the IMAP Managed Account Awards in Sydney last night. Seven organisations were highlighted for their commitment to the sector, across various categories ...
Managed Account Awards finalists revealed
ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2019 Managed Account Awards. The awards cover single sector asset classes and multi-asset class programs with a range of risk profiles or other goal based objectives. ...
Investors stick with managed accounts despite volatility
HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
... half of last year were worth around $2.5 billion, a 4% increase on the sector's total funds under management. According to IMAP, the result is encouraging, given the sector faced difficulties on two fronts towards the end of 2018 - the Royal Commission's ...
ASIC sharpens focus on managed accounts
KARREN VERGARA  |  TUESDAY, 18 DEC 2018
... the expectation the solution will become mainstream in financial services, the Institute of Managed Account Professionals (IMAP) commented. While ASIC didn't elaborate on what the project entails, IMAP provided more detail. The project will commence ...
How much your advice business will be worth in 2023
KANIKA SOOD  |  TUESDAY, 11 SEP 2018
... More than $60 billion is held in managed accounts in Australia according to an Institute of Managed Account Professionals (IMAP) survey released yesterday. The sector grew 30% in the last year.
Limited MDA deadline closes in
KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
... account should have made other formal arrangements by now, but the truth is many are still lagging behind, according to IMAP chair Toby Potter. With the limited MDA changes taking effect on 1 October 2018, it's too late to apply for a full licence ...
IMAP awards managed accounts excellence
KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... of the industry at its inaugural awards ceremony last night. Held at Sydney's Dockside at Cockle Bay Wharf, the 2018 IMAP Managed Account Awards covered three themes: asset classes, innovation and how well licensees integrated managed accounts into ...
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