Search Results | Showing 31 - 40 of 52 results for "MDAs" |
| | | Ahead of new regulatory requirements the Institute of Managed Account Professionals will establish a sub-committee to represent the interests of managed discretionary account providers. Commencing in March, the MDA Providers Forum will be an invitation-only ... |
| | | | ... Financial Standard that IMAP plans to create specialist sub-committees focusing on a variety of sectors including Limited MDAs and dealer research. |
| | | | The operation of limited MDAs is to be terminated under new, long-awaited regulatory reforms released by ASIC yesterday. The regulator has made amendments to Regulatory Guide 179, the most significant being the removal of the regulated platform no-action ... |
| | | | ... fund has been growing its presence in the retail market. In addition the firm has an SMA with Mason Stevens and are running MDAs for a financial advisory group and a number of family offices. Folkestone's funds management platform, with more than $1 ... |
| | | | ... and there are over 190 MDA operators like us around Australia, many of which are advice firms running their own in-house MDAs. That makes them fully off-the-radar, but I daresay that because of this, managed accounts are probably bigger than the entire ... |
| | | | ... arrangement. MGP chief executive David Heather says the removal of the No Action Letter will force advisers operating Limited MDAs to gain specific MDA authorization on their licence in order to continue doing so or, alternatively, they would need to ... |
| | | | ... for financial advisers. MA Operator aims to provide advisers with a complete service for managed discretionary accounts (MDAs), a complete solution for managed accounts and direct portfolios delivered under the Statement of Advice model and software ... |
| | | | Four Cumulus Financial Group-aligned practices have started offering managed discretionary account services, finding them more efficient than wrap platforms. The practices - Shine Financial Services, Array Financial Services, Mayneline Financial Services ... |
| | | | ... are over 190 MDA operators like us around Australia, many of which are individual advice firms running their own in-house MDAs. That makes them fully off-the-radar, but I dare say that because of this, managed accounts are probably bigger than the entire ... |
| | | | ... areas become very significant in a post GFC world and he will follow through integrating this across all our platforms, SOAs, MDAs and brokerage services." |
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