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Showing 1 - 10 of 37 results for "Toby Potter"

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... 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 ...

Managed accounts FUM inch to $100bn

KARREN VERGARA  |  FRIDAY, 12 MAR 2021
... 2020 thanks in part to stock markets rebounding. According to the Institute of Managed Account Professionals chair Toby Potter, the sector is stronger than eve r and will continue to improve its offering to clients, despite consolidations and a flurry ...

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... 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 ...

Good time to be in managed accounts: IMAP

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... 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 ...

IMAP not anticipating regulatory overhaul

ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
... 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 ...

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." ...
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