• The value of managed accounts

    Managed accounts are quickly emerging as one of the key delivery vehicles for advice. Brett Sanders, CEO of Philo Capital Advisers, and Zac Leman, BT Head of Managed Accounts, discussed some of the key issues facing the uptake of managed accounts by...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020

  • Results out for IMAP Milliman Managed Account FUM Census as at 30 June 2020

    IMAP (The Institute of Managed Account Professionals Ltd) in conjunction with Milliman has released the latest data in its 6 monthly Managed Accounts FUM Census series (now in its 6th year). This shows that the Funds Under Management (FUM) in Managed...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: Perspectives - Spring 2020

  • IMAP Awards 2020 recognise excellence in managed accounts

    With over 70 entries across seven categories in the 2020 IMAP Managed Account Awards, judges praised the overall quality of the finalists, with Morgan Stanley Wealth Management Australia taking out the coveted award for Licensee Managed Account and...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020

  • 2020 IMAP Award for Aust Equity Small Cap category

    Consistency is the key as for the third consecutive year, Macquarie Investment Management has taken out the IMAP Award in the Australian Equities Small Cap category for its Australian Equities Small Companies SMA Strategy.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020

  • 2020 IMAP Award for Fixed Interest category

    Fundamentals pay off at Real Asset Management who have won the IMAP Award for a third consecutive year in the Australian Fixed Interest category. Thi ssuccess speaks highly to the quality of processes, people and performance track record at Real Asset...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020

  • 2020 IMAP Award for Innovation category - Building smart client solutions

    of managed account portfolios with built-in risk management protection - has taken out the Innovation category at the 2020 IMAP Managed Account Awards.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020

  • Blackmore Capital takes out the 2020 IMAP Award for Australian Equities.

    with Blackmore Capital’s intensive approach to investing, with the Australian Equity portfolio manager taking out the 2020 IMAP Award for Australian Equities.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020

  • Morgan Stanley Wealth Management Australia secures the coveted 2020 IMAP Award for Licensee Managed Account category

    solution that is fit-for-purpose for its clients has landed Morgan Stanley Wealth Management Australia the coveted 2020 IMAP Award of Licensee Managed Account category

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020

  • Franklin Templeton's Global Growth portfolio wins the 2020 IMAP Award for International Equities

    Franklin Templeton wins the 2020 IMAP Award for International Equities for their Global Growth portfolio. "It’s about doing the little things right and being consistent with what it does" that has seen Franklin Templeton take out the International...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020

  • Experience counts at Infinity - the Multi Asset Category Winners of IMAP Awards 2020

    Infinity Asset Management has taken out the Multi Asset category at the 2020 IMAP Managed Account Awards. By his own admission, winning the IMAP Managed Account Award for the Multi Asset category is a “big deal” for Infinity Asset Management, says its...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020

  • IMAP Announces 2020 Managed Account Awards Winners

    The Institute of Managed Account Professionals (IMAP) today announced the winners of the 2020 IMAP Managed Account Awards following a record number of entries this year. The quality and depth of the entries has again impressed our awards judging panel....

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2020

  • ESG can be challenging for clients

    Despite a growing focus on environmental, social and governance (ESG) investing by investors, designing client portfolios that sustainably satisfy the criteria for ethical and responsible investing can be challenging.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2020

  • IMAP Announces 2020 Managed Account Awards Finalists

    The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2020 IMAP Managed Account Awards. covering categories for Innovation, LIcensee (for MDA programs developed integrated into the advice process, and both single...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2020

  • Managed account adoption tipped to reach 52% in 2022

    Netwealth’s 2020 AdviceTech Report finds that the use and rapid adoption of managed account technology is providing advice firms with an immediately scalable, efficient and transparent way to roll out their investment philosophy.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2020

  • Platform switching on the rise

    Over the past 12 months, 29 per cent of financial advisers have stopped placing new business on a platform they are using, which is the third consecutive year that advisers have opted to switch investment platforms.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2020

  • IMAP Milliman Managed Account FUM Census Underway

    IMAP advises that the 6 monthly IMAP -Milliman managed account FUM Census is now underway for FUM balances as at 30 June 2020 The Census provides reputable and useful information on the size of the managed accounts industry based on confidential...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: Perspectives - Winter 2020

  • FASEA announces one-off CPD relief for advisers

    Financial advisers will be granted an additional three months to meet their required 40 hour CPD requirement. The decision to provide relief for advisers with their CPD requirements was made by the Financial Adviser Standards and Ethics Authority...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2020

  • Advice in a volatile market

    CEO Angus Mason talks with Anne Hamieh of Xplore Wealth about how Cashel Family Office is using managed accounts and technology to better manage market volatility.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2020

  • Judge provides IMAP Awards insights

    With the deadline for submissions for this year’s IMAP Managed Account Awards closing on 26 June 2020, one of this year’s judges has provided some valuable insights into the overall criteria and judging process for these prestigious awards

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2020

  • IMAP calls for FASEA Standard 3 review

    The IMAP Regulatory Group, chaired by Jenny Mulders of QRC Consulting, has written to FASEA CEO, Stephen Glenfield, outlining existing structural problems with the FASEA Code of Ethics, and calling for calls for a review of FASEA Standard 3. This...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2020
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