Vincent Holland of Plutosoft explains how, an advisory firm can succeed both now and beyond the COVID-19 crisis.

The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2020 IMAP Managed Account Awards. covering categories for Innovation, LIcensee (for MDA programs developed integrated into the advice process, and both single sector asset classes and multi asset class programs delivered as either MDA portfolios of platform based SMAs...

IMAP jointly with Milliman reports that the latest Managed Accounts market data reports that managed accounts FUM reached $194.8 bn as at 31 December 2023 with reported $15bn of inflows and strong investment performance.

IMAP jointly with Milliman announces that Managed Account FUM reached $205.58 bn as at 30 June 2024 with reported $15bn of new inflows and steady investment performance.

IMAP coordianted a submittion from teh managed accounts industry as a response to the Royal Commission Interim Report to illustrate that managed accounts can have positive putcomes for the end investor. This submission makes reference to 5 of the particular issues raised in the Interim Report

IMAP announces that Phase One of the Managed Accounts industry initiative to develop Data Standards is complete.

A key finding of the inaugural Digital Wealth Report released by Investment Trends is that banking relationships are being redefined.

As well as providing strong investment returns to its clients, the companies Australian Ethical invests in are helping shape the world we live in. Here are 5 examples of companies it is  investing in that are leading the transition to a zero-carbon economy

The outlook of Australian investors for domestic stocks remains subdued in the opening months of 2020, despite the market’s strong performance in 2019. According to findings from the Investment Trends’ Investor Product Needs Report

With the deadline for submissions for this year’s IMAP Managed Account Awards closing on 26 June 2020, one of this year’s judges has provided some valuable insights into the overall criteria and judging process for these prestigious awards

IMAP announces that it's Data Standards Working Group has successfully completed Phase 2 by developing 2 important management reporting standards for ‘FUM’ and ‘FLOW’ 

Over the last five years, the number of financial advisers recommending managed accounts has doubled from 22 per cent to 44 per cent, with a further 26 per cent thinking of adding this investment solution to their advice offering

Mark Smith (Elston), Marc Hraiki (Lonsec), and Victor Huang (Milliman) take a look at the nuances of portfolio management in managed accounts, including risk management and asset allocation.

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Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) and Sam Ruiz (T. Rowe Price) identify some of the issues and opportunities investors should consider when allocating to global and Australian equities.

Find out more about Managed Accounts at the FPA Professionals Congress in Sydney from 22 – 23 November 2021.

IMAP's Managed Accounts Zone is a great "no pressure" way for advisers and dealer principals to find out more about implementing and operating Managed Account services.

Jonathan Hoyle AFP® discusses three highly significant developments that have all but made essential the need for discretionary, professional portfolio management.

Managing a retirement portfolio for income and growth can be tricky in a low return market, especially if you are reliant on that income. Kris Walesby believes a diversified approach to investing will assist with both growth and income.

North, one of Australia’s leading wrap investment platforms, has strengthened the breadth of its client offer with the addition of 6 new managed portfolios from global investment manager BlackRock.  says AMP Group Executive of Platforms Edwina Maloney