Search Results | Showing 91 - 100 of 137 results for "Managed Discretionary Account" |
| | | ... 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 sub-group, open to leaders of businesses ... |
| | | | ... efficient practice with full client engagement and ownership - a natural candidate for an integrated managed discretionary account (MDA) solution." All of these options present challenges for established advice businesses, but Harding-Davis believes ... |
| | | | ... by "making misleading statements to clients about the value of their SMSFs, providing unlicensed managed discretionary account services, failing to comply with financial services disclosure obligations and failing to act in client's best interests." ... |
| | | | Former Calastone managing director Shannon Bernasconi has co-founded a new investment platform solution for financial advisers. MA Operator aims to provide advisers with a complete service for managed discretionary accounts (MDAs), a complete solution ... |
| | | | ... transitioned to HUB24 in due course. The superannuation transfer followed the transition of the e-Clipse Managed Discretionary Account (MDA) service, from March. HUB24 managing director Andrew Alcock said: "We're really pleased we've been able to launch ... |
| | | | Self-licensed advisory firm Knight Financial Advisors has launched a new managed discretionary account (MDA) service built in partnership with listed managed account operator Managed Accounts Holdings (MGP). The service replaces the licensee's proprietary ... |
| | | | ... deliver our own unique investment offering. Lifespan has been offering clients access to its limited managed discretionary account services since 2011, and HUB24's superior platform technology means we can provide a second offering which will combine ... |
| | | | 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 ... |
| | | | David Heather has been waiting for managed accounts to take off since 2001. The managedaccounts.com.au chief executive has watched interest grow across the investment spectrum, from large institutions to retail accumulators, but he's never seen any ... |
| | | | ... direct Australian equities part of their portfolio. In addition, the SMA structure - as opposed to a managed discretionary account or individually managed account, where the client/adviser is in total control of stock selection, which 48% of planners ... |
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