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IMAP Award Category: Australian Equities
Boutique investment manager, SG Hiscock & Company has taken out the Australian Equities category at the IMAP Managed Account Awards.
- Type: Article
- Author: Super User
- Category: Perspectives - Spring 2018
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Sydney-based Stanford Brown was named the inaugural winner of the Licensee Managed Account category at the IMAP Managed Account Awards. Jonathan Hoyle talks to Jayson Forrest about the firm’s approach to managed accounts.
- Type: Article
- Author: Super User
- Category: Perspectives - Spring 2018
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IMAP Awards 2018: Recognising industry excellence
On 1 August, the inaugural IMAP Managed Account Awards were presented across seven categories. Following is a review of the award methodology and the winners.
- Type: Article
- Author: Super User
- Category: Perspectives - Spring 2018
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The second session at the IMAP Investment Forum was a presentation on how managed accounts work in a goals based practice, by Matthew Walker CFP® - a director at WLM Financial.
- Type: Article
- Author: Super User
- Category: Perspectives - Spring 2018
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Elston Asset Management’s Andrew McKie (CEO and portfolio manager) and Grayden Taylor (portfolio manager), speaking at the IMAP Investment Forum in August. “The ‘disruption thematic’ is driven by technology,” Taylor said. “These new breed of companies...
- Type: Article
- Author: Super User
- Category: Perspectives - Spring 2018
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The growth in managed account funds continues at a steady pace, with the latest IMAP/Milliman Managed Accounts FUM Census for the six months to 30 June 2018, showing funds under management (FUM) now standing at $62.43 billion – a 9 per cent or $5.39...
- Type: Article
- Author: Super User
- Category: Perspectives - Spring 2018
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Portfolio construction in troubled times
more favourable, few years. This was the collective view of a panel of investment experts, who shared their insights at the IMAP Investment Forum in October. Investment markets in 2019 are shaping up to present more potential risks than investors have...
- Type: Article
- Author: Super User
- Category: Perspectives - Summer 2018
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Royal Commission questions industry
provide any recommendations, it did raise a number of key questions for the industry. In its response to the interim report, IMAP’s submission specifically referenced five of the ‘particular issues’ raised by the Royal Commission regarding financial...
- Type: Article
- Author: Super User
- Category: Perspectives - Summer 2018
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What does excellence look like? The IMAP Managed Account Awards are settled for the year. The finalists have been shortlisted and the winners have been chosen.
- Type: Article
- Author: Super User
- Category: Perspectives - Spring 2018
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IMAP / Milliman Latest Managed Account FUM Census as at 30 June 2018
Steady Growth in Managed Account Funds - IMAP Releases Latest FUM Census As at 30 June 2018, FUM in Managed Accounts stood at $62.43 bn, a 6 month increase of $5.389bn (or 9%) on the 31 December 2017 FUM total of $57.05 bn. Steady Growth in Managed...
- Type: Article
- Author: Craig Dewhurst
- Category: News
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risk and succession. Stuart Holdsworth CEO - Financial Simplicity http://www.financialsimplicity.com Stuart, a founder of IMAP, has combined his extensive investment industry experience with unconstrainted thinking to become Australia’s leading...
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IMAP EventsUpcoming IMAP Events
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FP slides Download Refinitiv slides Download Lifewealth slides Download Morningstar slides InvestTech 2019 Each year IMAP hosts InvestTech, where you can see a show case of the technology developments in our industry, which are transforming advice and...
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Roadshow 2019 Find out more about how the future direction of advice can work using Managed Accounts Read IMAP's submission to the Royal Commission Turmoil seems to be all around at present and in particular dynamic changes are underway in the financial...
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The latest edition of IMAPs quarterly magazine "Perspectives" is now available in PDF format for you to download Click here to download the Winter 2018 edition. Please send your comments or inquiries to: Toby Potter, Chair P: 0414 443 236 E:...
- Type: Article
- Author: Jenny Phimleut
- Category: News
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2019 IMAP Awards: Winners and Finalists
The finalists for the 2019 IMAP Managed Account Awards have been announced, with the winners to be revealed at a gala event in Sydney on 25 June.
- Type: Article
- Author: Super User
- Category: Perspectives - Winter 2019
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Transform your advice business
what we’ve been hearing from the market, Colonial First State (CFS) recently commissioned a survey by Business Health and IMAP on the benefits of managed accounts to advice practices, and the results are compelling. According to key findings from the...
- Type: Article
- Author: Super User
- Category: Perspectives - Winter 2018
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Marketing a new managed accounts program
and experiential elements – is key to gaining commitment from the key audience, the advisers. Toby Potter is Chair of IMAP. Perspectives
- Type: Article
- Author: Super User
- Category: Perspectives - Winter 2018
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commitment from the key audience, the planners. Toby Potter is Chair of the Institute of Managed Account Professionals (IMAP). Perspectives
- Type: Article
- Author: Super User
- Category: Perspectives - Autumn 2019
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at Zurich Investments, and Akambo Financial Group Director and Head of Investments, Chris Willaton. Speaking at the IMAP Investment Forum in January, Charles said the market was at the “ebb tide” of the economic cycle, with slow global growth,...
- Type: Article
- Author: Super User
- Category: Perspectives - Autumn 2019
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| Phone 0414 443 236 |