Managed accounts represent the most recent addition to the range of managed investment portfolio solutions available in Australia. Managed accounts do not pool client assets for investment purposes; however, they are generally still able to provide access to economies of scale due to their collective bargaining ability. A managed account is a type of account […]
Managed Accounts
Substantial growth: IMAP releases latest Managed Accounts FUM Census
The Institute of Managed Account Professionals Ltd (IMAP) has released the latest data in its Managed Accounts FUM Census. As at 31 December 2016, FUM in Managed Accounts stood at $39.2bn. This balance represents an increase of $8.3bn on the 30 June 2016 FUM total of $30.1bn. The 31 December 2017 total was made up: […]
IMAP announces MDA Providers’ Forum
The Institute of Managed Account Professionals (IMAP) has announced that it will be establishing a sub-group to address the interests of MDA Providers as part of its broader representation of Managed Accounts. “A community of interest that needs to be represented” IMAP’s Funds Under Management (FUM) study in June 2016 showed that the MDA services […]
IMAP welcomes ASIC’s release of updated MDA regulation
The Institute of Managed Account Professionals (IMAP) has welcomed the release by ASIC of a long foreshadowed revision of the MDA Class Order. “The new version of Regulatory Guide 179 is easy to read and a clear and pragmatic response that makes it more likely that advisers will take up MDA’s because of the flexibility […]
IMAP releases the 2016 version of the Managed Accounts FUM Survey
The Institute of Managed Account Professionals (IMAP) today released the 2016 version of the Managed Accounts FUM Survey.
Crystal Wealth Planners seeing clients search internationally for growth opportunities
Crystal Wealth Planners manages over $250 million under advice Staff has grown to 14 (including six advisers) across three capital cities Pioneer MDA firm is seeing clients search internationally for growth opportunities, incorporating a proper weighting in offshore assets for portfolio diversification Privately-owned Crystal Wealth Partners, now with over $250 million FUA after four years […]
The A to Z of managed accounts
Crystal Wealth provides a dictionary of terminology to help investors understand the different types of investment services being offered today. Managed accounts are quite different to managed funds. With a managed fund, units in the fund are bought at a given price and investments go up or down depending on the value of the unit […]
IMAP announces that Managed Accounts now exceed $13Bn
IMAP will be launching a Managed Accounts Directory soon An initial survey of the Managed Accounts industry is now available IMAP, the Institute of Managed Account Providers, 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 […]