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


OneVue and IMAP educate on managed accounts

OneVue will play a lead role in industry education on the rapidly growing managed accounts sector.

The wholesale superannuation solutions provider today announced it has renewed its sponsorship of the industry’s peak body, the Institute of Managed Account Professionals (IMAP).

OneVue head of platform strategy, sales and service David Storm said: “It’s important for us to work with groups such as IMAP and take a leadership position in the promotion, participation and education of managed accounts.”

According to Storm many advisers have expressed an interest in managed accounts, but are daunted by the range and complexity of products available.

“Many advisers struggle with managed accounts as they don’t have experience with them, but those who do, say more transparency, less admin and accessibility are reasons for use.”

“Managed accounts aren’t just marketed at high-net-worth individuals as they were in the mid-1990s, they now target the average investor,” Storm added.

The managed accounts space is now valued in excess of $15 billion, and considered a significant part of the retail investor market.

IMAP chief executive Toby Potter said he was thrilled to have OneVue’s support as the industry evolves.

Philo produces White Paper on Managed Accounts

Philo Capital Advisers has released the first instalment of a 3 part white paper that seeks to provide much needed industry education on managed accounts.

The paper is targeted at financial services practitioners who are interested in implementing managed accounts within their business but feel they need a more thorough grounding in the topic to equip them to assess the opportunity.

Click here to read Part A of the white paper.

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