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Search ResultsShowing 91 - 100 of 100+ results for "MDA"
MDA provider appoints lawyer to senior role
LAURA MILLAN  |  WEDNESDAY, 11 JUN 2014
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 ...
MDA provider inks deal with Affinity and Redgum
STAFF WRITER  |  TUESDAY, 18 MAR 2014
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 ...
ASIC drops planned MDA changes
JAMES FERNYHOUGH  |  THURSDAY, 6 MAR 2014
... 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 ...
GPS Wealth launches a new MDA
HARRY PAGE  |  THURSDAY, 27 FEB 2014
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 ...
ASIC accepts EU from forex broker over prohibited IMA
STAFF WRITER  |  TUESDAY, 25 FEB 2014
... 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 ...
Federation added to Australian Unity platform
HARRY PAGE  |  FRIDAY, 14 FEB 2014
... 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 ...
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
... 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 ...
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.
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