toby potter

Financial planning

Managed accounts break through $200bn FUM milestone

The managed account sector increased by $10.6 billion over the past six months, according to IMAP, as it surpassed the “major milestone” of $200 billion in funds under ma...

Financial planning

Managed accounts approach $200bn with strong H2 gains

Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP. ...

Funds management

Managed accounts’ FUM rises to $161bn

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

Managed accounts FUM reach record $144.5bn

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

Managed account FUM could double in three years

Having just surpassed $100 billion in funds under management, the industry could hit the $200 billion milestone in three years, according to IMAP....

Financial planning

Managed accounts FUM steady in 1H20

Managed accounts’ funds under management only experienced a modest increase of $0.42 billion to $79.91 billion at the end of June, according to data....

Financial planning

FASEA still under pressure on Standard 3

Yet another organisation has joined the chorus of voices calling for change to the Financial Adviser Standards and Ethics Authority code of ethics, particularly Standard ...

Features

Are managed accounts suitable for all?

While managed accounts have been steadily growing in Australia, there are still a number of advisers who have doubts when it comes to outsourcing their investment process...

Funds management

Managed accounts finished 2019 strong

Managed accounts, and particularly separately managed accounts, grew strongly in the second half of last year, according to the latest IMAP/Milliman managed accounts cens...