Search Results | Showing 101 - 110 of 156 results for "MDA" |
| | | ... team at Implemented Portfolios aligned strongly with our own views." "We can use Implemented Portfolios as a model portfolio MDA with different value and price points, or as a true customisable IMA where required whilst maintaining flexibility and leveraging ... |
| | | | ... 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 with an AFSL authorisation, meeting in Sydney ... |
| | | | ... about due to conversations 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. ... |
| | | | ... 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 ... |
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