The Institute of Managed Account Professionals (IMAP) has announced the establishment of the Dealer Investment Forum.
IMAP chair, Toby Potter said the forum would provide a venue for dealer group investment and research teams and independent researchers to meet and share experiences and knowledge to ensure better implementation of managed account services.
“As advice groups adopt managed accounts – whether separately managed accounts [SMAs] or managed discretionary accounts [MDAs] – it is the dealer group investment team who need to make important decisions that affect their advice process,” he said.
“Hearing from experts and having a chance to discuss their own experience with others in a similar position can make a huge difference to the success of the implementation.”
