Search Results | Showing 1 - 10 of 26 results for "IMAP chair Toby Potter" |
| | ... uncertainty around the US election continue to be potential headwinds." Also commenting on the increase, IMAP chair Toby Potter said: "The platform providers' expansive use of SMAs as a vehicle to service the adviser/licensee market help drive FUM growth. ... |
| | | ... around inflation and growth may continue to fuel uncertainty for the remainder of the year," Huang said. IMAP chair Toby Potter said the results will be welcomed by both the end clients and their financial advisers, as well as investment committees ... |
| | | ... Sector Asset, Multi Asset Class, ESG, Innovation, Licensee category and the new Boutique Licensee category," IMAP chair Toby Potter said. "In particular, the strength of the Licensee Category and Boutique Licensee Category recognise the breadth of use ... |
| | | ... managed accounts FUM Census. The census also recorded over $10 billion of inflows for managed accounts, which IMAP chair Toby Potter said demonstrates the robustness of the market. "Inflows of over $10 billionn in the past six months demonstrate that ... |
| | | ... Douglas Funds Consulting chief executive Nigel Douglas, SQM research head of research Robert da Silva and IMAP chair Toby Potter. According to Potter, this year the awards have received a larger number of entries than ever before. "This reflects the ... |
| | | ... in the census ranged from the large platforms, banks, and MDA Providers through to individual licensees. IMAP chair Toby Potter said that the growth rate in managed accounts is almost approaching 40% per year. "This growth is up from approximately 30% ... |
| | | ... between separately managed accounts ($51.09 billion) and managed discretionary accounts ($48.01 billion). IMAP chair Toby Potter said at a briefing that the data showed a cumulative growth rate over the last three years of 20%. "If that growth rate keeps ... |
| | | ... 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 to managed accounts ... |
| | | ... 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 in similar ways ... |
| | | ... its regulatory priorities as it switches focus to face the challenges created by the COVID-19 outbreak. IMAP chair Toby Potter said after hearing ASIC's presentation at the IMAP adviser roadshow in Brisbane earlier this month, he doesn't think the regulator ... |
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