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Showing 101 - 110 of 153 results for "Managed discretionary account"

MDA operator appoints distribution head

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
... managedaccounts.com.au's distribution and marketing operations. Tony Nejasmic commenced with the managed discretionary account provider this week as head of distribution and marketing, a role previously held by chief executive David Heather. Nejasmic ...

Fund manager sells all shares ahead of crash

ALEX BURKE  |  TUESDAY, 30 MAY 2017
... chief investment officer Philip Parker explained he had sold all shares in Altair trusts and gave managed discretionary account portfolios the option of either transferring equity holdings to other managers or receiving proceeds as cash. He said 95% ...

Republic Capital chief executive departs

ALEX BURKE  |  THURSDAY, 20 APR 2017
Republic Capital's chief executive left the company after four months in the position. Joining in September 2016, and having been chief executive of Resource Super for three years, Tim Baker left Republic Capital in January this year. He has previously ...

MDA firm hires former Pillar chief executive

KARREN VERGARA  |  THURSDAY, 13 APR 2017
Listed managed discretionary account company Managed Accounts Holdings Limited (MGP) added a former Pillar chief executive to its board with the aim of growing its retail superannuation sector. Peter Brook served as Pillar's managing director and chief ...

MDA provider upgrades offering

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
A managed discretionary account provider is partnering with a fintech to deliver a new cloud-based solution to financial advisers. managedaccounts.com.au will work with Melbourne-based CapitalRoad to upgrade its user interface and middle office requirements ...

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 ...