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Showing 101 - 110 of 143 results for "MDA"

Cumulus practices dumping wraps for MDAs

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
... Services and Renouf & Partners Financial Planning - are planning to collectively transition $500 million in funds under advice to MDA services offered by Managed Accounts Holdings (MGP). As a result of this, MGP funds under administration (also known ...

Managed accounts usage to grow 38%

LAURA MILLAN  |  FRIDAY, 30 OCT 2015
... said. The managed accounts provider said that an additional 10 boutique licensees are in the process of launching the firm's MDA Service over the coming months. This lifts the number of licensees using it by 38%. A further three licensees with over $400 ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... in Australia, but because the very nature of the investment vehicle makes it difficult to draw any conclusions. "We're an MDA operator," he says, referring to managed discretionary accounts, which are wholly customised and personalised to the individual ...

Executive appointment round-up

DARREN SNYDER  |  FRIDAY, 7 AUG 2015
... executives - OneVue has made two senior appointments from Nikko Asset Management and BNP Paribas. FIIG launches fixed income MDA service - FIIG Securities has appointed former head of fixed income at Dixon Advisory Funds Management, Alwyn Hung, to lead ...

FIIG launches fixed income MDA service

DARREN SNYDER  |  WEDNESDAY, 5 AUG 2015
FIIG Securities has appointed former head of fixed income at Dixon Advisory Funds Management, Alwyn Hung, to lead a new managed accounts service for bonds. Hung joins FIIG as the senior portfolio manager of cash and fixed income for the Managed Income ...

Advisers looking to offer MDA services

STAFF WRITER  |  TUESDAY, 4 AUG 2015
Managed discretionary account (MDA) operator Managed Account Holdings Limited (MGP) has noted a significant increase in the MDA structure from advice firms. In a statement, it noted that ten new advice firms have signed an agreement with MGP this year ...

Advice firm ditches platform, adopts MDA

STAFF WRITER  |  TUESDAY, 26 MAY 2015
... professionals, realised that most of its clients "are time poor and they want us to manage their financial affairs. We believe the new MDA solution will dramatically lift efficiency and help us add significant value for clients. This will ultimately ...

Netwealth launches multi asset MDA

LAURA MILLAN  |  TUESDAY, 14 APR 2015
Netwealth has launched a managed discretionary account (MDA) that provides investors and advisers with access to a range of multi-asset investment models. Assets held in the selected models are reviewed and rebalanced automatically and according to ...

Findex appoints head of investment research

LAURA MILLAN  |  MONDAY, 16 FEB 2015
Financial services and accounting group Findex has appointed a head of investment research with experience across Australia, North America and Europe. Dr Stefano Cavaglia joins Findex from Philo Capital, where he worked as a portfolio manager. Prior ...

Paradigm acquires Melbourne-based practice

MARK SMITH  |  TUESDAY, 7 OCT 2014
... for high net worth investors and self-managed superannuation funds, though most investments were managed off-platform. "An MDA isn't suitable for every client but for investors with over $250,000 in investable assets, it allows us to build a tailored ...