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Showing 111 - 120 of 156 results for "MDA"

Former Calastone MD launches fintech solution

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
... 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 ...

Fortnum super members transitioned to HUB24

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

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 ...

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 ...