winter 2020

 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.

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 (FASEA) in response to business disruption caused by COVID-19. 

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 information supplied by service providers.

IMAP encourages full industry particpation from all organisations offering MDA, SMA IDPS

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

What we are all going through with COVID-19 is no small thing. However, as Guy Vicars writes, it’s the small things you do, for yourself and for others, that will make a big difference, as we emerge out the other side of this pandemic.

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.