Search Results | Showing 41 - 50 of 52 results for "MDAs" |
| | | The technology behind managed discretionary accounts (MDA) allows small investment players to act as if they had the scale of the industry's large institutions, SS&C Technologies head of Australia and New Zealand Nadine Moore said. Speaking at the inaugural ... |
| | | | Melbourne advice firm Moran Howlett Financial Planning will transfer the majority of its funds under advice from traditional platforms onto a managed discretionary account (MDA) structure. The firm has about 350 clients and $160 million in assets under ... |
| | | | Planned changes to the regulation of managed discretionary accounts (MDAs) will not go ahead, the Australian Securities and Investments Commission (ASIC) has announced. In a consultation paper released in March last year, ASIC put forward a lengthy ... |
| | | | ... until now, similar income and growth strategies have only been available through the group's individually managed portfolios (MDAs) where the client has $300,000 or more to invest. The new retail funds now allow smaller clients to access these strategies ... |
| | | | ... through self-managed superannuation funds (SMSFs). But for these investors looking for a more actively-managed portfolio, MDAs are an attractive option and, if presented correctly, could attract many investors back to advice. "In the old days, you'd ... |
| | | | ... on their investments, are being urged to consider separately managed accounts (SMAs) and managed discretionary accounts (MDAs). SMSF solution provider Xpress Super announced yesterday that it had added Macquarie's separately managed account (SMA), known ... |
| | | | ... Professionals (IMAP) have maintained that the regulator's insistence on an annual review for managed discretionary account operators (MDAs) is excessive, and will push for a two-year requirement. In its submission to the Australian Securities and Investment ... |
| | | | ... financial services industry as there has been quite a lot of uncertainty previously." McIlroy now anticipates a growth of MDAs in a post-Future of Financial Advice (FoFA) world. "We may see some platforms withdrawing this type of discretionary service ... |
| | | | ... out of product's that are well-suited for self-managed super fund (SMSF) clients. "These new-style investors are suited to MDAs because they want control and they want to own their own assets, their own shares etc," said Potter. |
| | | | ... to expand the IAS SMSF footprint across the market," said Heather. Heather said that dealer groups find the new market of MDAs attractive as advisers are demanding more for their investment choices. "In the case of FOFA reforms, through our system the ... |
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