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IMAP will run several Masterclasses in 2013. Establishing a Managed Account Program in Your Business MDA Responsible Manager Detailed information will be available in early 2013. If you are interested in either of the Masterclasses please contact...
- Type: Article
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IMAP will run several Masterclasses in 2013. Establishing a Managed Account Program in Your Business MDA Responsible Manager Detailed information will be available in early 2013. If you are interested in either of the Masterclasses please contact...
- Type: Article
- Category: Archive 2014
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Speaking at the IMAP MDA Responsible Manager Masterclass yesterday in Sydney, Toby Potter, IMAP Chair, said that there were 5 key issues that AFSLs need to master in the MDA space. There is currently no industry-wide understanding of what an MDA is and...
- Type: Article
- Category: Archive 2014
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Speaking at the IMAP MDA Responsible Manager Masterclass yesterday in Sydney, Toby Potter, IMAP Chair, said that there were 5 key issues that AFSLs need to master in the MDA space. There is currently no industry-wide understanding of what an MDA is and...
- Type: Article
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UMAs improve adviser value proposition
dramatically, Perspective Group managing partner David Harvie said at an Institute of Managed Account Providers (IMAP) seminar hosted by OneVue in Melbourne today. Source: Media release OneVue September 18, 2012 Unified managed account (UMA) platforms...
- Type: Article
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UMAs improve adviser value proposition
dramatically, Perspective Group managing partner David Harvie said at an Institute of Managed Account Providers (IMAP) seminar hosted by OneVue in Melbourne today. Source: Media release OneVue September 18, 2012 Unified managed account (UMA) platforms...
- Type: Article
- Category: Archive 2014
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that are clear about how they add value and communicate that to clients will emerge at the end of 2012. This year IMAP will be coordinating a stand “Managed Accounts Central” at the FPA Conference in November. Managed Accounts Central is typical of...
- Type: Article
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that are clear about how they add value and communicate that to clients will emerge at the end of 2012. This year IMAP will be coordinating a stand “Managed Accounts Central” at the FPA Conference in November. Managed Accounts Central is typical of...
- Type: Article
- Category: Archive 2014
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IMAP goes on the record with OneVue - Australia’s first UMA provider
quickly, with more than $125 billion in assets at present, is unified managed accounts (UMAs). In light of this, IMAP talks to Australia’s first UMA provider, OneVue, to find out from head of UMA strategy Brett Marsh how this style of platform is...
- Type: Article
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IMAP goes on the record with OneVue - Australia’s first UMA provider
quickly, with more than $125 billion in assets at present, is unified managed accounts (UMAs). In light of this, IMAP talks to Australia’s first UMA provider, OneVue, to find out from head of UMA strategy Brett Marsh how this style of platform is...
- Type: Article
- Category: Archive 2014
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IMAP subscribers get a peek at the latest Investment Trends Planner Direct Equities and SMA Research At breakfast meetings in both Sydney and Melbourne, subscribers to the Institute of Managed Account Providers (IMAP) heard Investment Trends analyst...
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IMAP subscribers get a peek at the latest Investment Trends Planner Direct Equities and SMA Research At breakfast meetings in both Sydney and Melbourne, subscribers to the Institute of Managed Account Providers (IMAP) heard Investment Trends analyst...
- Type: Article
- Category: Archive 2014
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Welcome to the first edition of IMAP News – a bimonthly newsletter targeted specifically at the rapidly growing managed accounts sector. Welcome to the first edition of IMAP News – a bimonthly newsletter targeted specifically at the rapidly growing...
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Welcome to the first edition of IMAP News – a bimonthly newsletter targeted specifically at the rapidly growing managed accounts sector. Welcome to the first edition of IMAP News – a bimonthly newsletter targeted specifically at the rapidly growing...
- Type: Article
- Category: Archive 2014
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is the sun setting on the managed accounts sector? Far from it, if you talk to the Institute of Managed Account Providers (IMAP) chairman Toby Potter, who enthusiastically speaks of the explosive growth in the managed accounts industry over the last few...
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is the sun setting on the managed accounts sector? Far from it, if you talk to the Institute of Managed Account Providers (IMAP) chairman Toby Potter, who enthusiastically speaks of the explosive growth in the managed accounts industry over the last few...
- Type: Article
- Category: Archive 2014
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IMAP & Gold seal: MDA Responsible Manger, July 2011 Sydney Download PDF
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IMAP & Gold seal: MDA Responsible Manger, July 2011 Sydney Download PDF
- Type: Article
- Category: Archive 2014
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IMAP subscribers get a peek at the latest Investment Trends Planner Direct Equities and SMA Research
At breakfast meetings in both Sydney and Melbourne, subscribers to the Institute of Managed Account Providers (IMAP) heard Investment Trends analyst Recep Peker present the findings from the Investment Trends May 2011 Planner Direct Equities and SMA...
- Type: Article
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IMAP subscribers get a peek at the latest Investment Trends Planner Direct Equities and SMA Research
At breakfast meetings in both Sydney and Melbourne, subscribers to the Institute of Managed Account Providers (IMAP) heard Investment Trends analyst Recep Peker present the findings from the Investment Trends May 2011 Planner Direct Equities and SMA...
- Type: Article
- Category: Archive 2014
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