TOBY POTTER
Funds management
For overseas fund managers coming to Australia, a focus on platforms is critical for achieving growth, according to IMAP chair Toby Potter, flagging iCapital’s partnershi...
Financial planning
The managed account sector increased by $10.6 billion over the past six months, according to IMAP, as it surpassed the “major milestone” of $200 billion in funds under ma...
Financial planning
Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP. ...
Funds management
IMAP’s census of managed account FUM has risen by 9.8 per cent to $161.9 billion in the first six months of 2023....
Financial planning
IMAP’s Census of Managed Account FUM has reported over $10 billion of inflows in the last six months of 2022, recording a 9.8% rise in funds under management from the pre...
Funds management
Having just surpassed $100 billion in funds under management, the industry could hit the $200 billion milestone in three years, according to IMAP....
Financial planning
Managed accounts’ funds under management only experienced a modest increase of $0.42 billion to $79.91 billion at the end of June, according to data....
Financial planning
Yet another organisation has joined the chorus of voices calling for change to the Financial Adviser Standards and Ethics Authority code of ethics, particularly Standard ...
Features
While managed accounts have been steadily growing in Australia, there are still a number of advisers who have doubts when it comes to outsourcing their investment process...
Funds management
Managed accounts, and particularly separately managed accounts, grew strongly in the second half of last year, according to the latest IMAP/Milliman managed accounts cens...
Features
Laura Dew explores how the managed account space could change in the future as the industry awaits the conclusion of an ASIC review of the sector....
Financial planning
AMP Limited has upped the ante on its managed accounts presence, announcing key initiatives based around its MyNorth platform....
People & Products
IMAP has announced an agreed industry standard for the transmission of model portfolio data known as the Model Portfolio Data Standard....
Financial planning
Funds under management in managed accounts increased by nine per cent to $5.4 billion for six months to 30 June, 2018, according to IMAP....
Outsider
Timing is everything. In Outsider’s experience today’s rooster can be tomorrow’s feather duster....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...