Perspectives

The IMAP Regulatory Group, chaired by Jenny Mulders of QRC Consulting, has written to FASEA CEO, Stephen Glenfield, outlining existing structural problems with the FASEA Code of Ethics, and calling for calls for a review of FASEA Standard 3. Thi...

The annual IMAP awards are designed to recognise and reward best practice in the development of managed account portfolios. IMAP encourages organisations to enter by 26 June 2020 in 3 categories (Licensee, Innovation and Investment (single and multi ...

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’ ...

Australia will be a much different place as it emerges from the COVID-19 crisis, with Australians’ work, life and travel permanently changed by the pandemic, according to a new report by KPMG....

Nick Avery and Chris Wrightson explain how their business models provide a very different managed account service for advice practices. ...

The COVID-19 pandemic is redefining the workplace, as more Aussies are forced to work from home. Adele Martin CFP® has been working from her virtual office for nearly five years. She shares her remote working tips with Jayson Forrest. ...

As the nation battles on with the COVID-19 pandemic, what are clients asking their advisers? Speaking at the IMAP Adviser Roadshow, Steve Aldridge AFP® and Vincent O’Neill AFP® share their insights on what clients are telling them and how their busin...

Have the summer bushfires and COVID-19 pandemic changed the investing landscape? Speaking at the 2020 IMAP Adviser Roadshow, Leah Willis, Charles Stodart and Mary Campbell provide their views....

Building the right foundations for any advice business will help drive success through these challenging and unprecedented times. Jonathan Hoyle talks to Jayson Forrest about the key drivers that support growth in a high performing business...

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

David Wright, CEO Zenith Research and Toby Potter, Chair IMAP discuss the state of the managed accounts market, as the industry rides out the COVID-19 pandemic....

Fidelity International’s 2020 Analyst Survey has uncovered a tipping point for corporates globally, as they recognise that considering environmental, social and governance factors is not just the right thing to do, but good business, too....

Gihan Perera provides four ways for leaders to tap into the diversity of their people to build high-performance teams, by making the most of the diverse background, skills, talents and behaviour of every team member....

ASIC has announced that as at 23 March 2020 it has immediately suspended a number of near-term activities which are not time-critical, including a consultation paper on Managed Discretionary Accounts......

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 ...

Latest FUM census shows Managed Accounts hold $79.29 bn as at 31 Dec 2019 IMAP (The Institute of Managed Account Professionals Ltd) in conjunction with Milliman has released the latest data in its 6 monthly Managed Accounts FUM Census series.  ...

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....

As the coronavirus pandemic hits many countries and businesses hard, Chris Addy CEO - Castle Hall Diligence provides some timely tips to help financial advisers and investment managers navigate this period of uncertainty. ...

Adam Pointon highlights three key factors that advice firms can implement relatively easily and that could have a marked impact on innovation within your practice. ...

“I think that businesses in the future will have an element of specialisation. They still might offer a raft of different services, but advice businesses will increasingly become deep and narrow with their skill set. The days of having generalists pr...