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Showing 101 - 110 of 148 results for "Managed Discretionary Account"

Investment manager and advice group join forces

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
In an effort to extend its wholesale offering in to a broader retail advisory service, Clime Investment Management formed an alliance with one of Australia's largest non-bank financial advice dealer groups. Aligning with Futuro Financial Services, Clime ...

IMAP ensuring greater representation for MDAs

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
... 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 ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... 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 ...

Ostrava wound up, directors banned

KERRIE SYDEE  |  FRIDAY, 2 SEP 2016
... 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 MD launches fintech solution

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
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 ...

Fortnum super members transitioned to HUB24

MARK SMITH  |  THURSDAY, 9 JUN 2016
... 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 ...

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
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 ...

HUB24 signs white label deal with Lifespan

ALEX BURKE  |  MONDAY, 14 MAR 2016
... 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 ...

Cumulus practices dumping wraps for MDAs

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
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 ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
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 ...