IMAP IOOF Adviser webinar - MDAs v MIS webinar

Click here to hear Claire Wivell Plater from The Fold present on the differences between MDAs and MIS. This webinar was recorded at a webinar sponsored by OneVue and was offered tohelp advisers make sense of the Managed Account options offered in the market today.


IMAP announces Managed Accounts now exceed $13Bn

IMAP recenty surveyed the principal managed account providers to collate data on their service including FUM in Managed Accounts and today announced that the total held in Managed Account services now exceed $13bn.

"As part of the material for the Dealer Roundtable we held this week, IMAP asked the principal Managed Accounts providers to provide essential details about their service including the FUM held in managed account services.

“This is the first time that I am aware of where anyone has provided a robust total for Managed Account FUM" said Toby Potter, Chair of IMAP.

Click here for a copy of IMAPs press release or email This email address is being protected from spambots. You need JavaScript enabled to view it. to request a copy

To view PDF articles from media outlets click on Financial Observer or Financial Standard

Less Jargon - Demystifying Managed Accounts

Professional Planner magazine quotes Tony McDonald as saying many Advisers been put off even considering a managed account offering simply because it is unclear what a managed account actually is, let alone the demands an offering may place on a practice’s existing resources and structure. But he says answering six key questions “when you are thinking about going into, or changing, a managed account offering” can make the situation much clearer.

IMAP is staging a workshop in Sydney on April 8, and a webinar for people unable to attend in person, aimed at demystifying managed accounts and examining how, if done the right way, the service can add value to a financial planning business and produce better investment results for clients. Professional Planner is the official media partner of the workshop and webinar. The workshop is sponsored by IOOF.

Click on the link to view this article and register

Managed Accounts Directory on the Horizon

Catch what Toby has to say about the launch of IMAPs Managed Account Directory in the 18 Feb edition of Financial Observer. Amongst other things, another aim of the directory was to gain a closer assessment of how much the sector in Australia was worth, something platforms, managed account providers and investment managers would play a key part in....

Read more by following the link:

A buyers guide to Managed Accounts

Toby Potter explains a buyers guide to Managed Accounts in the January 27 edition of Professional Planner.  Follow the link here to read more




IMAP coordinates managed account providers to sponsor Managed Accounts Central at 2014 FPA Congress

Press Release
07 November 2014
Advisers can learn about competing managed account models at one location 
IMAP, Institute of Managed Account Professionals, has assembled some of the industry’s leading managed account providers to sponsor Managed Accounts Central at the upcoming FPA Congress in Adelaide. At Managed Accounts Central delegates will have free access to PCs and a technology centre for email checking and internet access.
HUB24, netwealth and Philo Capital will join with IMAP to provide FPA congress delegates with greater insights into the various managed account operating models that exist in the market. 

OneVue partners with Spring Financial Group

OneVue is set to expand its SMSF footprint with the first of several new private label partnerships.

The wholesale superannuation solutions provider has announced its Platform Services capabilities will be leveraged by Spring FG Limited (Spring FG).

“Our core Platform Services capability will be used to administer SMSF assets with a focus on property for Spring FG,” OneVue Head of Platform Strategy, Sales and Service David Storm said.

“Unlike traditional platforms, OneVue has a specialist ability to administer the cash flow elements of direct residential and commercial property.”
Spring FG Managing Director Keith Cullen explained Spring was attracted to OneVue’s property asset administration capabilities.

“After an extensive review of platform options we’re delighted to partner with OneVue to deliver asset administration services for our SMSF and non-SMSF clients,” Cullen said.

Spring FG is the latest client to join OneVue’s platform with more than 200 SMSFs added in the past quarter, lifting Funds Under Administration (FUA).

“So far this year we’ve added around 500 SMSFs, with 250 of them coming from the award-winning SMSF Managers that OneVue purchased in May,” Storm added.

“We’re working with a number of new and existing clients who are looking at our functionality to deliver property asset administration solutions.”

For further information contact:
Josh Mathews
OneVue Media and Communications Manager
02 8022 7421
0407 888 902


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