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Showing 121 - 130 of 143 results for "MDA"

Altair launches two funds for retail investors

MARK SMITH  |  WEDNESDAY, 12 FEB 2014
... "We have been in conversation with a number of financial advisers who like our investment approach and the way we manage our MDA strategies but they also want something suitable for smaller clients. We believe these two funds will help fill that gap," ...

ASIC's whistleblowing demands too extreme: ACSA

JAMES FERNYHOUGH  |  TUESDAY, 12 NOV 2013

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
Managed discretionary accounts (MDA) could be a key area for financial planners wanting to add value to their service offerings in the post-FoFA world, according to Brett Sanders, joint chief executive of Philo Capital Advisers. Sanders said that the ...

AFS advisers denied access to brokerage account

LAURA MILLAN  |  WEDNESDAY, 14 AUG 2013
... of the company on April 2013. The AFS Group of companies included AFS Group Limited, Australian Financial Services Limited, MDA Private and Strategy Portfolio Limited.

SMSFs urged to consider transparent alternatives to managed funds

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
... Crystal Wealth executive director John McIlroy. "Trustees can see exactly what is in their equities' basket every day in an MDA," he said He said MDAs offer a less costly and cumbersome way of investing in overseas shares, with the account holder delegating ...

Customised portfolios ease FoFA burden

MARK SMITH  |  TUESDAY, 18 JUN 2013
... obligations under FoFA." Select said funds with functions such as tail-risk hedging are not as easily available through wrap or MDA accounts and advisers would benefit from greater investment choice by using a customised multi-asset portfolio. Wise said ...

AFS goes into liquidation

LAURA MILLAN  |  FRIDAY, 31 MAY 2013
... of the company on April 2013. The AFS Group of companies includes AFS Group Limited, Australian Financial Services Limited, MDA Private and Strategy Portfolio Limited. BDO has also made an urgent application to the Court to get directions regarding the ...

ASIC MDA review requires further clarity: IMAP

ALICE URIBE  |  TUESDAY, 30 APR 2013
... its submission to the Australian Securities and Investment Commission (ASIC) addressing the regulator's renewed approach to MDA's in Consultation Paper 200: Updates to RG 179, IMAP argued that: "The requirement for annual reviews imposes a cost on the ...

BDO appointed administrator of the AFS Group

LAURA MILLAN  |  WEDNESDAY, 24 APR 2013
... designated administrators of the AFS Group companies, including AFS Group Limited, Australian Financial Services Limited, MDA Private and Strategy Portfolio Limited. BDO Australia will place a moratorium on the payment of unsecured creditors' accounts ...

MDA guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
... fund managers welcome the Australian Securities and Investments Commission (ASIC) review of Managed Discretionary Accounts (MDA) guidance as it will bring coherence and consistency to an under-regulated sector. "The review is a good thing because it ...