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Showing 111 - 120 of 153 results for "Managed Discretionary Account"

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 ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
... direct Australian equities part of their portfolio. In addition, the SMA structure - as opposed to a managed discretionary account or individually managed account, where the client/adviser is in total control of stock selection, which 48% of planners ...

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
... A Synchron financial planning practice has stopped using wrap platforms and has partnered with a managed discretionary account provider for its investment transactions. MEDIQ Financial Services will transition the majority of its clients to the managedaccounts.com.au ...

SSgA appointed to rebuild Findex investment strategy

LAURA MILLAN  |  MONDAY, 11 MAY 2015
... officer Kieran Canavan said that Findex is looking to bring certain services in-house, including managed discretionary account administration and research services. "SSGA will help Findex Group determine the best mix of assets and investment styles to ...

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 ...