IMAP establishes Dealer Investment Forum
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.”
Recommended for you
Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector.
Recruitment manager Robert Half has shared the most in-demand roles in financial services that firms are finding difficult to fill, driven by ASIC’s growing focus on risk and compliance.
ASIC chief executive, Warren Day, is among senior executives to depart the corporate regulator amid changes to its leadership team.
Iress has completed the sale of its platform business, bringing $4.1 billion in funds under administration over to Praemium.