• IMAP announces new FUM census

    The Institute of Managed Account Professionals (IMAP) has announced that it will be undertaking a new study of the FUM invested through Managed Accounts. IMAP announces new Managed Account FUM Census- 23 January 2017 "Good information is the basis of...

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

  • IMAP IOOF webinar - Using Bonds through a separately managed account

    If you missed the Webinar on Using Bonds through a separately managed account sponsored by IOOF and presented by Alwyn Hung, Mason Stevens then click on the link here to view a video of the entire presentation. For your convenience the video is also...

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

  • Climate change in the managed accounts biosphere

    Toby Potter Chair of IMAP today wrote an article in the current edition of Financial Standard. The article, titled "Climate Change in the Managed Accounts Biosphere" draws parallels between manmade environmental change and its impact on the natural...

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

  • IMAP Renews Advisory Board – November 2016

    Press Release IMAP Renews Advisory Board - 7 November 2016 The Institute of Managed Account Professionals (IMAP) has announced a series of new appointments to its Advisory Board. This change is being made concurrent with Toby Potter, Chair of IMAP,...

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

  • IMAP ASIC MDA Class order Briefing

    webinar and Video conference Following the release of ASICs Legislative Instrument for Managed Discretionary Accounts, IMAP held an important briefing for the managed account industry from our regulator ASIC along with a panel of experts to discuss the...

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

  • IMAP Investment Committee webinar

    webinar On 29 September 2016 ASIC released the updated Class Order for Managed Discretionary Accounts. In this webinar IMAP provided an initial overview of the key changes that ASIC announce. A more complete presentation, in collaboration with ASIC was...

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

  • IMAP welcomes ASIC’s release of updated MDA Regulation

    The institute of Managed Account Professionals (IMAP) has welcomed the release by ASIC of a long foreshadowed revision of the MDA Class Order. “The new version of Regulatory Guide 179 is easy to read and a clear and pragmatic response that makes it...

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

  • IMAP Managed Account FUM survey

    The Institute of Managed Account Professionals (IMAP) today released the 2016 version of the Managed Accounts FUM Survey. “Managed Accounts have been growing rapidly” said Toby Potter, Chair of IMAP. “However, because they can be SMAs, or MDA’s or...

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

  • Roadshow speakers

    The IMAP Annual Roadshow " Delivering on the Promise" will bring together Dealer principals, advisers, invesmtent managers and platform providers for a full day of informative discussion and education on all things Managed accounts. 2016 Managed...

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

  • IMAP Managed Accounts Roadshow

    IMAP 2016 Managed Accounts Roadshow - delivering on the promise IMAP's 2016 Advice Roadshow proudly sponsored by Colonial First State is now closed. Please click on the following links to download presentations Please note presentations are not...

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

  • IMAP 2016 advice Roadshow

    IMAP 2016 Managed Accounts Roadshow - delivering on the promise IMAP's 2016 Advice Roadshow proudly sponsored by Colonial First State is now closed. Please click on the following links to download presentations Please note presentations are not...

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

  • IMAP Onevue webinar featuring Darlene DeRemer

    "Robo advice + Disruption + block chain strategies and other disruption trends" US based Darlene DeRemer is well respected as commentator on influences and trends affecting financial services sector. More so, she’s on the board of ARK Investments which...

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

  • IMAP launches the Managed Accounts Directory

    The Institute of Managed Account Professionals (IMAP) today announced the launch of the Managed Accounts Directory. "The Directory has two main purposes" said Toby Potter, Chair of IMAP. "Firstly, it will be a complete listing of the organisations...

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

  • IMAP IOOF Adviser webinar - MDAs v MIS webinar

    Click here to hear Claire Wivell Plater from The Fold present on the differences between MDAs and MIS. This webinar was recorded at a webinar sponsored by OneVue and was offered tohelp advisers make sense of the Managed Account options offered in the...

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

  • 2 column for IOOF

    tools and different ways of thinking about how to deliver advice that clients will value. General enquiries to contactus@imap.asn.au

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

  • IMAP announces Managed Accounts now exceed $13Bn

    IMAP recenty surveyed the principal managed account providers to collate data on their service including FUM in Managed Accounts and today announced that the total held in Managed Account services now exceed $13bn. "As part of the material for the...

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

  • IMAP checklist for effective Managed accounts offerings

    IMAP recenty held a webinar for Dealer Principals on 'Pricing Models that Work". The presenter was Brett Sanders from Philo Capital and the event was reported in Financial Observer's Krinsten Crawford. To view the article from Financial Observer please...

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

  • Less Jargon - Demystifying Managed Accounts

    “when you are thinking about going into, or changing, a managed account offering” can make the situation much clearer. IMAP is staging a workshop in Sydney on April 8, and a webinar for people unable to attend in person, aimed at demystifying managed...

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

  • Managed Accounts Directory on the Horizon

    Catch what Toby has to say about the launch of IMAPs Managed Account Directory in the 18 Feb edition of Financial Observer. Amongst other things, another aim of the directory was to gain a closer assessment of how much the sector in Australia was...

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

  • IMAP Chairman presents at FPA Congress

    Toby Potter presented at FPA Congress 2014 in Adelaide last week. Below are links to press articles related to the presentation....

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