• IMAP announces that Managed Account FUM reaches $111.01bn on 30 June 2021

    IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census long term series and announces that Managed Account FUM reaches $111.01bn on 30 June 2021. Use of Managed Account services by financial advisers’ clients surpasses major...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2021

  • We are Morgan Stanley - Licensee Category

    It’s no easy undertaking to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has done it for a second consecutive year - a first by any licensee in this category.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2021

  • Diversification is key to RAM’s success - Fixed Interest Catergory

    display of portfolio management, Real Asset Management has taken out the Australian Fixed Interest category in the 2021 IMAP Managed Accounts Awards for an unprecedented four consecutive years.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2021

  • The Nucleus of great innovation wins the Innovation category

    offering at this Melbourne-based business. Its technology offering has taken out the Innovation category at the 2021 IMAP Managed Accounts Awards.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2021

  • Focused businesses deliver outperformance - International Equities Catergory

    With a view on focused businesses to drive portfolio diversity and outperformance, Franklin Templeton has taken out the 2021 IMAP Managed Accounts Award for International Equities.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2021

  • Strong stewardship delivers results - Multi Asset Category

    on performance consistency and client satisfaction has seen Morgan Stanley Wealth Management Australia take out the 2021 IMAP Managed Accounts Award category for Multi Asset.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2021

  • Building portfolios using alternatives: The researcher’s view

    Alternatives' is a catchall for a huge range of investment opportunities designed to improve returns or reduce risk in portfolios. Daniel Stojanovski (Centrepoint Alliance) talks to three research house experts - Deanne Baker (Lonsec), Steven Tang CFA...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2021

  • Integrity and durability - Australian Equities Category

    Beating a high calibre field of entries, First Sentier Investors has taken out the 2021 IMAP Managed Accounts Award in the Australian Equities category

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2021

  • Managed accounts get tick of approval

    Over the last five years, the number of financial advisers recommending managed accounts has doubled from 22 per cent to 44 per cent, with a further 26 per cent thinking of adding this investment solution to their advice offering

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2021

  • One new Managed Account solution reshapes risk and return, bringing unique benefits to advisers & their clients

    We talk to Simon Ho, Portfolio Manager at Milliman about the design of SmartShield, how it works and why it provides a compelling reason for advised clients to stay invested, through all market conditions. In the Australian market, Milliman's...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2021

  • Top three tips when advising on MDAs

    Account (MDA) can be a complex structure to advise on, with many different components to navigate. Speaking at the IMAP Adviser Roadshow 2021, Michael Mavromatis (Holley Nethercote) provides three tips that advisers and MDA providers should consider....

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2021

  • A good team, a good business

    Transitioning to a managed accounts structure can be challenging for any advice business, particularly for smaller boutique firms. Michael Bova (Family Wealth Advisory) joins Steven Jessop (Lonsec) in explaining some of the key considerations advice...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2021

  • Asset allocation: Evolution not revolution

    The biggest contributor to portfolio outcomes is asset allocation. Richard Rauch (First Sentier Investors), Michael Karagianis (JANA Investment Advisers), Alex Cathcart (Drummond Capital Partners), Jesse Imer (Mason Stevens) and Jerome Lander...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2021

  • An MDA journey: Lessons learnt along the way

    out with MDAs in 1997, Findex has become one of Australia’s largest providers of MDA model portfolios. Speaking at the IMAP Adviser Roadshow 2021, Kieran Canavan shares some of the insights and lessons learnt from running MDAs over the last 24 years.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2021

  • Eight dimensions for building a business model

    Choosing the right business model that fits the capabilities and needs of your clients can be challenging for many advice businesses. Chris Wrightson (Ironbark Asset Management) and Tony Lynch (FinClear) explore eight key areas that businesses should...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2021

  • More about Managed Accounts at the FPA Professionals Congress Sydney Here is the link to the FPA Professionals Congress 2021 7th & 8th April 2022

    Find out more about Managed Accounts at the FPA Professionals Congress in Sydney from 22 – 23 November 2021. IMAP's Managed Accounts Zone is a great "no pressure" way for advisers and dealer principals to find out more about implementing and operating...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: Perspectives - Autumn 2021

  • Ultra care for ultra high-net-worth clients

    John Woodley (Fitzpatricks Private Wealth), John Barton (MGD Wealth) and moderator, Greg Miller (Wealth Market) explain the challenges and demands of working with ultra high-net-worth clients.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2021

  • Communicating with clients on ESG

    is becoming increasingly important in the advice space, as more investors turn to this style of investing. Speaking at the IMAP Adviser Roadshow 2021, Angela Ashton (Evergreen Consultants), Dugald Higgins (Zenith Investment Partners) and Leah Willis...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2021

  • 15 years of lessons learnt

    John McIlroy (Crystal Wealth Partners), Martin Crabb (Shaw and Partners) and Martin Morris (Praemium) share some lessons learnt from using managed accounts as part of their advice process over the last 15 years

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2021

  • Working with not-for-profit clients

    Working with not-for-profit organisations can sound attractive, but it comes with very distinct challenges. Alex Pikoulas CFA (Lipman Burgon & Partners), Greg Barter (Findex) and moderator, Greg Miller (Wealth Market), share their views on...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2021
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