Search Results | Showing 91 - 100 of 143 results for %22MDA%22 |
| | ... where he was national manager, platform strategy and managed accounts. Comprising of representatives from a broad range of MDA providers, platform operators, investment managers, advisory organisations and technology providers, joining the advisory board ... |
| | | ... 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 that once ... |
| | | ... understand the needs of their clients in order to identify the best means of achieving business sustainability in light of recent MDA class order revisions, according to Mason Stevens. The managed accounts provider welcomed the reforms made by ASIC last ... |
| | | ... removal of the regulated platform no-action letter. Providers offering MDAs under the provision are now required to obtain an MDA specific operation licence by 1 October 2018. In obtaining the authorisation, the regulator has indicated it will give consideration ... |
| | | A high conviction, actively managed fund providing access to a diversified portfolio of ASX-listed real estate securities has been added to the Asgard platform. The Folkestone Maxim A-REIT Securities Fund is the newest addition, known for its disciplined ... |
| | | ... higher. "Managed Accounts have been growing rapidly," said Toby Potter, Chair of IMAP. "However, because they can be SMAs, or MDA's or various other legal structures, it's been hard to be sure just how much is managed in this way." Speaking to Financial ... |
| | | MDA operator Managed Accounts Holdings (MGP) has released a white paper detailing the potential consequences of pending regulatory reform to the operation of managed accounts. The report, entitled 'The limited discretion clock is ticking', highlights ... |
| | | ... solution for managed accounts and direct portfolios delivered under the Statement of Advice model and software for external MDA operators looking to improve efficiency. MA Operator is designed to lower costs and administration time for advisers by combining ... |
| | | ... 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 the Fortnum ... |
| | | 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 ... |
|