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|Managed Account Holdings has appointed a senior lawyer as company secretary, ahead of its listing on the Australian Securities Exchange (ASX). The owner of managedaccounts.com.au has appointed Jillian McGregor for her experience working in mid and top ...|
|Managed discretionary account (MDA) operator, managedaccounts.com.au has inked deals two boutique financial advisory firms to integrate the company's solution into their businesses. The deals with Sydney-based Affinity Wealth Services and Melbourne-based ...|
|... year. However, ASIC has now stated there will be no change to the rules, saying it would wait to see how FOFA would affect MDA operators. It also cited the Coalition's deregulation agenda and its announcement of a moratorium on further financial services ...|
|Independently-owned dealer group GPS Wealth (GPS) has introduced a Managed Discretionary Account (MDA) which it said would cut investment fees in half. GPS also said it would transition away from wrap platforms and master trusts. According to GPS Wealth ...|
|... 2011, Forex FS offered an account known as an individually managed account (IMA) which was a managed discretionary account (MDA). Forex FS's Australian financial services (AFS) licence prohibits it from offering a MDA service to retail clients except ...|
|... management process for their clients," Davis said. The Federation account will operate like a managed discretionary account (MDA), but without requiring any variation to the advice licence or additional compliance requirements are usually required for ...|
|... "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," ...|
|... consultation paper, CP 197, ASIC writes: "We propose to require by class order that a responsible entity, licensed custody provider, MDA operator or IDPS operator must ensure that an agreement with any asset holder they engage in connection with the ...|
|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 ...|
|... 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.|
Allowing more members in SMSFs is unlikely to spur their establishment rates, according to a submission by University of Sydney's Susan Thorp.
One of Japan's largest providers of shareholder services has admitted to a major operational blunder, after it failed to count 3.4 million postal votes for nearly 1000 companies ahead of their annual general meetings.
BetaShares' Nasdaq 100 ETF exceeded $1 billion in assets under management at the end of August, a net increase of more than $500 million since the outset of the year.
Robeco announced it will now exclude investments in thermal coal, oil sands and Arctic drilling from all its mutual funds.
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