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IMAP
Financial planning
All participants in the financial services industry should bear the burden of funding a compensation scheme of last resort but any levy should be capped at 0.5% of revenu...
Expert Analysis
While the benefits of managed accounts for clients are well-documented, there are also numerous benefits that they bring to businesses, writes Xplore Wealth’s Anne Hamieh...
Features
Laura Dew explores how the managed account space could change in the future as the industry awaits the conclusion of an ASIC review of the sector....
Financial planning
AMP Limited has upped the ante on its managed accounts presence, announcing key initiatives based around its MyNorth platform....
People & Products
IMAP has announced an agreed industry standard for the transmission of model portfolio data known as the Model Portfolio Data Standard....
Financial planning
The Institute of Managed Accounts Professionals has told the Royal Commission that managed accounts should be regarded as a form of advice rather than as a product....
Financial planning
Funds under management in managed accounts increased by nine per cent to $5.4 billion for six months to 30 June, 2018, according to IMAP....
Financial planning
The Australian Securities and Investments Commission (ASIC) has warned managed discretionary account providers that time is nearly up on use of a key ‘no action’ letter....
People & Products
The Institute of Managed Account Professionals has announced the winners of the 2018 IMAP Managed Accounts Awards....
People & Products
The Institute of Managed Account Professionals has announced the finalists of the 2018 IMAP Managed Account Awards. ...
Financial planning
IMAP has announced the establishment of an industry working group to develop data standards for managed accounts model data....
Funds management
Managed discretionary accounts grew by 37.14 per cent over the six months to 31 July 2017, according to IMAP....
People & Products
The Institute of Managed Account Professionals has looked to kick off a forum designed to help dealer group research and investment teams....
Funds management
The Institute of Managed Accounts Professionals will conduct a census of institutions and AFSLs to gauge the FUM invested through managed accounts for 2016. ...
People & Products
The Institute of Management Account Professionals has expanded its board at the same time as seeing its chairman, Toby Potter, move to a full-time role....
MARKET INSIGHTS
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Podcast
By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...
Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...
Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...