• Get your Entries in by 26 June IMAP Managed Account Awards 2020

    The annual IMAP awards are designed to recognise and reward best practice in the development of managed account portfolios. IMAP encourages organisations to enter by 26 June 2020 in 3 categories (Licensee, Innovation and Investment (single and multi...

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

  • Managed Accounts Data Standards group completes Phase 2 Reporting Specifications

    IMAP announces that it's Data Standards Working Group has successfully completed Phase 2 by developing 2 important management reporting standards for ‘FUM’ and ‘FLOW’

    • Type: Article
    • Author: Super User
    • Category: News

  • Australia to permanently change post COVID-19

    and travel permanently changed by the pandemic, according to a new report by KPMG. By Jayson Forrest - Managing Editor - IMAP Perspectives Australia to permanently change post COVID-19 Australia will be a much different place as it emerges from the...

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

  • Towards managed account implementation

    Nick Avery and Chris Wrightson explain how their business models provide a very different managed account service for advice practices.

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

  • Future uncertainty: What are clients asking?

    As the nation battles on with the COVID-19 pandemic, what are clients asking their advisers? Speaking at the IMAP Adviser Roadshow, Steve Aldridge AFP® and Vincent O’Neill AFP® share their insights on what clients are telling them and how their...

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

  • The changing landscape of ESG investing

    Have the summer bushfires and COVID-19 pandemic changed the investing landscape? Speaking at the 2020 IMAP Adviser Roadshow, Leah Willis, Charles Stodart and Mary Campbell provide their views.

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

  • IMAP Calendar: 2025

    • Type: Article
    • Author: Craig Dewhurst
    • Category: IMAP

  • IMAP Calendar of Events: 2026

    • Type: Article
    • Author: Craig Dewhurst
    • Category: IMAP

  • The State of the MDA Market

    David Wright, CEO Zenith Research and Toby Potter, Chair IMAP discuss the state of the managed accounts market, as the industry rides out the COVID-19 pandemic.

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

  • Watershed year predicted for ESG

    Fidelity International’s 2020 Analyst Survey has uncovered a tipping point for corporates globally, as they recognise that considering environmental, social and governance factors is not just the right thing to do, but good business, too.

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

  • ASIC suspends work on MDA consultation paper

    ASIC has announced that as at 23 March 2020 it has immediately suspended a number of near-term activities which are not time-critical, including a consultation paper on Managed Discretionary Accounts...

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

  • IMAP Milliman Managed Account FUM Census Results as at 31 December 2019

    Latest FUM census shows Managed Accounts hold $79.29 bn as at 31 Dec 2019 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. As at 31...

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

  • Innovation and your advice business

    Adam Pointon highlights three key factors that advice firms can implement relatively easily and that could have a marked impact on innovation within your practice.

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

  • Regulatory reviews on top of agenda - IMAP Regulatory Group

    The IMAP Regulatory Group was invited to participate in an open forum with ASIC, based on the surveillance ASIC conducted during 2019 on platform operators, SMA and MDA providers. PLease read on for an update as at March 2020.

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

  • Compare a pear with a pear, not an apple - Zenith

    Before choosing a super option, James Damicoucas says it's vital for investors to look under the hood and ensure the allocation to growth assets is consistent with their ability and willingness to assume risk.

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

  • 2023 IMAP Managed Account Awards - Terms & Conditions of Entry

    IMAP Managed Account Awards 2023 Terms & Conditions of Entry We are delighted that you would like to participate in the IMAP Managed Account Awards (‘Awards’). This document is our ‘Terms and Conditions’ (‘Terms’), and if you would like to enter and...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: IMAP

  • 2025 IMAP Managed Account Awards - Terms & Conditions of Entry

    IMAP Managed Account Awards 2025 Terms & Conditions of Entry We are delighted that you would like to participate in the IMAP Managed Account Awards (‘Awards’). This document is our ‘Terms and Conditions’ (‘Terms’), and if you would like to enter and...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: IMAP

  • Investment Trends Portfolio Management Survey

    IMAP would like to invite you to the annual Investment Trends Portfolio Management Survey. We would like to hear from all planners and stockbrokers about the tools you use to manage client investments. If you would like to participate, please complete...

    • Type: Article
    • Author: Jenny Phimleut
    • Category: IMAP

  • IMAP Adviser Roadshow 2020: “Professionalisation – What it Means for Advice Businesses”

    are using this to examine every aspect of the way they structure and operate their business. I am inviting you to attend the IMAP Adviser Roadshow 2020 with 8 sessions that directly relate to the challenges facing advisers and licensees and ways in...

    • Type: Article
    • Author: Jenny Phimleut
    • Category: IMAP

  • Regulatory Update - Compensation Scheme of Last Resort - Important for Advisers to Comment

    it here. We have briefly summarised the key issues below and invite your comments here. We will use your comments to frame IMAP’s submission. Our submission will be from the point of view of those who operate managed account programs of all sorts and...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: News
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