Search ResultsShowing 1 - 10 of 32 results for "Toby Potter"
FASEA under pressure on managed accounts
ELIZABETH MCARTHUR  |  WEDNESDAY, 4 DEC 2019
... Glenfield said. "It's about stepping back from those potentials and looking at actual compliance with the code." Toby Potter, chair of IMAP, revealed to Financial Standard that IMAP was invited to provide an example to FASEA as a means of seeking ...
Results of ASIC MDA review imminent
ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
... discretionary accounts (MDAs). This comes ahead of the results of ASIC's review of MDAs being released, IMAP chair Toby Potter said he did not know exactly when the report will be out but it is expected by the end of the year. Potter's colleague at Philo ...
FASEA ethics pose risk to managed accounts
ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... presumably benefit from remuneration received for providing advice," IMAP said in a regulatory update. IMAP chair Toby Potter wrote a letter to FASEA chief executive Stephen Glenfield explaining managed accounts. "One of the principal drivers of the ...
Excellence in managed accounts recognised
HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... Management won the Australian fixed interest category and Soteria Capital took out the multi asset class award. IMAP chair Toby Potter said the awards judging panel was impressed by the quality and depth of entries. "It was a very close contest in each ...
Managed Account Awards finalists revealed
ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... significant part of the advice profession, with many managers and licensees now offering portfolios," said IMAP chair Toby Potter. "The managed account programs that are offered by advice firms are an important development that we want to recognise." ...
Investors stick with managed accounts despite volatility
HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
... fronts towards the end of 2018 - the Royal Commission's potential recommendations and market volatility. IMAP chair Toby Potter said the institute's latest data - produced in conjunction with Milliman - shows investors paid little attention to the headwinds. ...
Limited MDA deadline closes in
KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
... 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 as the process ...
IMAP awards managed accounts excellence
KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... innovation and how well licensees integrated managed accounts into its processes. IMAP chair and host for the evening Toby Potter said managed accounts embody the transformation that's happening rapidly, and the list of nominees and winners reflect ...
IMAP to recognise managed accounts excellence
JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... account products, the awards acknowledge the growing significance of managed accounts in financial advice, IMAP chair Toby Potter said. Managed account programs offered by advice firms are also an important development that should be recognised, he added. ...
Managed accounts climb to $57bn
ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... members of IMAP reinforces the dramatic impact managed accounts are having on the wealth management market. IMAP chair Toby Potter said managed accounts have raised the bar for the level of services and functionality financial advisers and their clients ...
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