Perspectives - Spring 2018

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CHAIR’S MESSAGE

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.

Managed account FUM up 9%

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 billion increase on the previous six months.

Royal Commission challenges planners

The number of clients seeking advise from planners continues to decline, as the move by more planners to self-licence increases.

These were two of the key findings to emerge from the 2018 Planner Business Model Report, which is an annual study of Australia financial planners and their business models by research company, Investment Trends.

Demand in managed accounts drives Quilla growth

Increased demand in managed accounts has prompted Quilla Consulting to appoint Steven Jessop as National Business Development Manager and Michael Lange as an analyst within its investment team.

Revenge of the incumbents

The new breed of companies, like Netflix, Uber, Amazon and Airbnb, might be the flavour of the month with investors, but to dismiss the incumbents is to do so at considerable risk.

Tips for goals based advice

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.

A Lunar landing

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.

IMAP Award Category: Innovation

The Innovation category was hotly contested at the IMAP Managed Account Awards, with Elston Asset Management taking out the award for its approach to stakeholder communications.

2018 Portfolio Management Conference

Over 220 delegates attended IMAP’s Portfolio Management Conference on 2 August. With 14 sessions on offer, there was a good selection of topics and presentations to whet the appetite of managed account professionals. Jayson Forrest reviews some of the highlights.

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