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Showing 121 - 130 of 156 results for "MDA"

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 ...

Findex appoints head of investment research

LAURA MILLAN  |  MONDAY, 16 FEB 2015
Financial services and accounting group Findex has appointed a head of investment research with experience across Australia, North America and Europe. Dr Stefano Cavaglia joins Findex from Philo Capital, where he worked as a portfolio manager. Prior ...

Paradigm acquires Melbourne-based practice

MARK SMITH  |  TUESDAY, 7 OCT 2014
... for high net worth investors and self-managed superannuation funds, though most investments were managed off-platform. "An MDA isn't suitable for every client but for investors with over $250,000 in investable assets, it allows us to build a tailored ...

MDAs allow small players to act as large instos

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
The technology behind managed discretionary accounts (MDA) allows small investment players to act as if they had the scale of the industry's large institutions, SS&C Technologies head of Australia and New Zealand Nadine Moore said. Speaking at the inaugural ...

Age of the billion-dollar financial adviser

MICHELLE BALTAZAR  |  MONDAY, 18 AUG 2014
... Professionals. Having worked on managed discretionary accounts (and its precursor in the early 90s), Crowne discusses where an MDA worked in turning a client's portfolio from $1.9m to $1.4m, a property plus $3.3m over a 23-year period. His journey and ...

Advice firm chooses MDAs over platforms

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
... Planning will transfer the majority of its funds under advice from traditional platforms onto a managed discretionary account (MDA) structure. The firm has about 350 clients and $160 million in assets under advice. It currently uses Westpac's Asgard ...

MDA provider makes debut on ASX

LAURA MILLAN  |  WEDNESDAY, 25 JUN 2014
Managed Accounts Holdings Limited has started trading on the Australian Securities Exchange (ASX) today after raising about $3 million in its Initial Public Offering. The owner of managed discretionary account specialist managedaccounts.com.au will ...

MDA provider appoints lawyer to senior role

LAURA MILLAN  |  WEDNESDAY, 11 JUN 2014
Managed Account Holdings has appointed a senior lawyer as company secretary, ahead of its listing on the Australian Securities Exchange (ASX). The owner of managedaccounts.com.au has appointed Jillian McGregor for her experience working in mid and top ...

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
Managed discretionary account (MDA) operator, managedaccounts.com.au has inked deals two boutique financial advisory firms to integrate the company's solution into their businesses. The deals with Sydney-based Affinity Wealth Services and Melbourne-based ...

ASIC drops planned MDA changes

JAMES FERNYHOUGH  |  THURSDAY, 6 MAR 2014
... year. However, ASIC has now stated there will be no change to the rules, saying it would wait to see how FOFA would affect MDA operators. It also cited the Coalition's deregulation agenda and its announcement of a moratorium on further financial services ...