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IMAP
Funds management
IMAP’s census of managed account FUM has risen by 9.8 per cent to $161.9 billion in the first six months of 2023....
Financial planning
According to this cyber security professional, the trusted relationships between advisers and their clients are the target for infiltration by hackers and firms need to e...
Financial planning
IMAP’s Census of Managed Account FUM has reported over $10 billion of inflows in the last six months of 2022, recording a 9.8% rise in funds under management from the pre...
Funds management
The ability for bonds to deliver income, diversification and capital preservation for investors is much stronger in a high-rate environment, according to a panel, and cli...
Expert Analysis
The Australian investment landscape has quietly undergone a transformation in the past five to 10 years....
Financial planning
There are misconceptions around philanthropy as clients are unsure if they have enough money to make a charitable gift or legacy, according to Perpetual Private....
Financial planning
A panel of portfolio managers have shared how advisers can adjust model portfolios for the changing environment as current models are unlikely to meet clients’ objectives...
Financial planning
It is crucial to distinguish between short-term events and long-term shifts when it comes to assessing geopolitical risk, according to a panel, as clients raise frequent ...
People & Products
BT is increasing the help available for support teams in advice firms to drive efficiencies in the back-office system....
Financial planning
Improved client education has helped managed accounts to grow to $135.8 billion, according to the Institute of Managed Account Professionals, a rise of 22% in a year....
Funds management
The inflation environment will be much higher than pre-COVID levels over the next two to five years despite pockets of deflation, according to AMP Capital....
Financial planning
Removing Design and Distribution Obligations for providers of personal advice is a key recommendation in the Institute of Managed Professionals’ submission to the Quality...
Funds management
Central banks are on a path to normalisation with the cash rate expected to be at 3.4% in two to three years, according to BMIS....
Funds management
Morgan Stanley believes Australia is well placed to outperform most developed markets and is forecasting Australia’s gross domestic product to grow 4.5% this calendar yea...
Financial planning
Funds under management in managed accounts have risen to $131.6 billion with particular growth seen in the separately-managed account space. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...