IMAP has appointed Amanda Munro CFA to the position of Chair of the Portfolio Management Group within the organisation.

The financial advice industry remains resilient to the many challenges facing it, despite more compliance and regulatory requirements on the horizon.

It’s a pretty common observation that we live in politically correct times. Who needs careful consideration when there are ‘obvious’ wrongs to right? Who can disagree with a Code of Ethics, after all, every one agrees advisers need more moral fibre.

Following Perpetual Corporate Trust’s appointment as the responsible entity (RE) of global fund administrator Mainstream Group’s Separately Managed Account (SMA), the platform has been fully operational and delivering benefits to clients since May 2019, with initial commitments greater than $150 million.