Search Results | Showing 1 - 10 of 48 results for %22Institute of Managed Account Professionals%22 |
| | ... strategies, tax structures, and self-managed super funds. He was a Certified Financial Planner (CFP), a member of the Institute of Public Accountants, and Certified Practising Accountants (CPA), as well as a Chartered Tax Advisor (CTA). According to ... |
| | | ... accounts assets jumped 19% in the year to June to reach a record high of $161.7 billion. This is according to the latest Institute of Managed Account Professionals (IMAP) and Milliman figures, which canvassed 48 firms in their survey. Separately managed ... |
| | | The Institute of Managed Account Professionals' (IMAP) judging panel named winners across nine separate categories. IMAP held its annual awards ceremony on August 24, saying that the quality and number of entries has continued to grow with each ... |
| | | ... management (FUM) in managed accounts increased to reach a new high of $144.5 billion, according to the latest data by the Institute of Managed Account Professionals (IMAP) and Milliman. This is up 9.8% when compared to December 2021's figure of $131.65 ... |
| | | ... commercial officer Steve Davison said. Under the proposal, clients are still able to request documentation. However, the Institute of Managed Account Professionals (IMAP) agreed with Midwinter, saying that despite some good points coming out of QAR ... |
| | | ... annum in the last three years alone, according to Rainmaker Information. Analysing figures previously published by the Institute of Managed Account Professionals (IMAP), the new research indicates that managed accounts continue to be the driving force ... |
| | | ... performance underpinned significant growth in the managed accounts sector, according to the latest data released by Institute of Managed Account Professionals (IMAP) and Milliman. As at 31 December 2021, funds under management (FUM) in managed accounts ... |
| | | ... continues to grow with the industry growing $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 ... |
| | | 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 ... |
| | | ... assets reached a record $95.2 billion at the end of 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 ... |
|