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Showing 81 - 90 of 137 results for "Managed Discretionary Account"

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
... investors directly with promises to save time and huge amounts of fees through the benefits of a managed discretionary account service. Touted as Australia's first direct-to-client automated alternative managed accounts offering, Aleda Capital soft-launched ...

HUB24 hiring to support record growth

ALEX BURKE  |  WEDNESDAY, 5 JUL 2017
... agreements. The record growth was also fuelled by the transfer of $85 million onto the platform from a managed discretionary account operator. To date, there are now 917 advisers on the HUB24 platform.

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
Managed discretionary accounts provider MA Operator launched a platform aiming to be a low-cost alternative to traditional wraps and the unlisted managed funds platform mFund. MA Operator co-founder Shannon Bernasconi said uXchange enables advisers ...

ASIC bans former Westpac adviser

EMMA RAPAPORT  |  THURSDAY, 8 JUN 2017
A former representative of Westpac has been banned from providing financial services for five years following an ASIC investigation. Sudhir Kumar Sinha, a financial planner from Western Australian, was found to have systematically failed to meet his ...

MDA operator appoints distribution head

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
... managedaccounts.com.au's distribution and marketing operations. Tony Nejasmic commenced with the managed discretionary account provider this week as head of distribution and marketing, a role previously held by chief executive David Heather. Nejasmic ...

Fund manager sells all shares ahead of crash

ALEX BURKE  |  TUESDAY, 30 MAY 2017
... chief investment officer Philip Parker explained he had sold all shares in Altair trusts and gave managed discretionary account portfolios the option of either transferring equity holdings to other managers or receiving proceeds as cash. He said 95% ...

Republic Capital chief executive departs

ALEX BURKE  |  THURSDAY, 20 APR 2017
Republic Capital's chief executive left the company after four months in the position. Joining in September 2016, and having been chief executive of Resource Super for three years, Tim Baker left Republic Capital in January this year. He has previously ...

MDA firm hires former Pillar chief executive

KARREN VERGARA  |  THURSDAY, 13 APR 2017
Listed managed discretionary account company Managed Accounts Holdings Limited (MGP) added a former Pillar chief executive to its board with the aim of growing its retail superannuation sector. Peter Brook served as Pillar's managing director and chief ...

MDA provider upgrades offering

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
A managed discretionary account provider is partnering with a fintech to deliver a new cloud-based solution to financial advisers. managedaccounts.com.au will work with Melbourne-based CapitalRoad to upgrade its user interface and middle office requirements ...

Investment manager and advice group join forces

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
In an effort to extend its wholesale offering in to a broader retail advisory service, Clime Investment Management formed an alliance with one of Australia's largest non-bank financial advice dealer groups. Aligning with Futuro Financial Services, Clime ...