Perspectives - Winter 2017


What is a managed account, really? Toby Potter: IMAP's mission, on behalf of the managed account profession, is: Information, Education and Representation of Managed Account Professionals.

IMAP highlights ASIC Levy funding error for MDA The Government has released its draft regulations of the industry funding model for ASIC with IMAP playing a significant role in reducing the levy that would apply to MDA providers. 

CFS unveils new managed accounts solution across platforms As part of a tailored solution aimed at licensees and independent financial advisers, Colonial First State has launched a new managed account offering across its FirstWrap and FirstChoice platforms.

Managed account FUM up 27% Funds under management in managed accounts now stand at $39.2 billion - a 27 per cent increase in the six months to 31 December 2016.

Client portal key battleground for platforms Platform provider netwealth has maintained its number one position in terms of overall performance functionality, followed by HUB24, Colonial First State FirstWrap, Asgard eWRAP and Macquarie Wrap.

Industry seeks clarification of 1 October changes Following ASIC's revision of the Managed Discretionary Account regulatory framework - ASIC Corporations Instrument 2016/968 and a revised RG 179, further clarifications of these changes have emerged.

To IPO or not: Valuing a business Just how do you go about establishing your wealth management business to be seen by others as a premium business in terms of value, particularly when listing on the ASX? Vaughan Webber answers this question. 

Managed Accounts: the path less travelled Perspectives asks Thomas Bignill (Mason Stevens), Patricia Chan (DFS Advisory Services), Patrick Nalty (Paradigm), and Matt Lawler (OneVue) what they think are the three things that will drive the growth of managed accounts? 

Get ready for the revised MDA services regime Following a three and a half year consultation, the revised regulatory regime for MDA service providers was finally announced in late September 2016. Despite the fears of the MDA community, the sky did not fall in!

Crystal clear Crystal Wealth Partners may only have been around for five years, but with over 80 years of collective experience amongst its senior team, its an advisory business with an impressive track record. Jayson Forrest talks to John McIlroy.

3 options for LMDA arrangements Advisers currently using Limited MDA arrangements and reviewing their investment management and portfolio administration options need to think carefully about the type of business they’re likely to be running in the future.

Operational Due Diligence 3.0 Operational due diligence (ODD) is a challenging undertaking for any business, including the obligations on dealer group portfolio managers. Christopher Addy examines the five-stage process that can enhance the ODD process within a business.

Cranes, trains and property yields Charles Stodart (Zurich Investment) says that investors in Australia property have long been enamoured with the residential market, but away from the fanfare and the media focus...

Fundamental indexing: Fitting it into an investment portfolio David Bassanese (BetaShares) says that it's perhaps no surprise that investors are being increasingly drawn to the benefits of low-cost index investing. 



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