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Showing 131 - 140 of 156 results for "MDA"

GPS Wealth launches a new MDA

HARRY PAGE  |  THURSDAY, 27 FEB 2014
Independently-owned dealer group GPS Wealth (GPS) has introduced a Managed Discretionary Account (MDA) which it said would cut investment fees in half. GPS also said it would transition away from wrap platforms and master trusts. According to GPS Wealth ...

ASIC accepts EU from forex broker over prohibited IMA

STAFF WRITER  |  TUESDAY, 25 FEB 2014
... 2011, Forex FS offered an account known as an individually managed account (IMA) which was a managed discretionary account (MDA). Forex FS's Australian financial services (AFS) licence prohibits it from offering a MDA service to retail clients except ...

Federation added to Australian Unity platform

HARRY PAGE  |  FRIDAY, 14 FEB 2014
... management process for their clients," Davis said. The Federation account will operate like a managed discretionary account (MDA), but without requiring any variation to the advice licence or additional compliance requirements are usually required for ...

Altair launches two funds for retail investors

MARK SMITH  |  WEDNESDAY, 12 FEB 2014
... "We have been in conversation with a number of financial advisers who like our investment approach and the way we manage our MDA strategies but they also want something suitable for smaller clients. We believe these two funds will help fill that gap," ...

ASIC's whistleblowing demands too extreme: ACSA

JAMES FERNYHOUGH  |  TUESDAY, 12 NOV 2013

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
Managed discretionary accounts (MDA) could be a key area for financial planners wanting to add value to their service offerings in the post-FoFA world, according to Brett Sanders, joint chief executive of Philo Capital Advisers. Sanders said that the ...

AFS advisers denied access to brokerage account

LAURA MILLAN  |  WEDNESDAY, 14 AUG 2013
... of the company on April 2013. The AFS Group of companies included AFS Group Limited, Australian Financial Services Limited, MDA Private and Strategy Portfolio Limited.

SMSFs urged to consider transparent alternatives to managed funds

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
... Crystal Wealth executive director John McIlroy. "Trustees can see exactly what is in their equities' basket every day in an MDA," he said He said MDAs offer a less costly and cumbersome way of investing in overseas shares, with the account holder delegating ...

Customised portfolios ease FoFA burden

MARK SMITH  |  TUESDAY, 18 JUN 2013
... obligations under FoFA." Select said funds with functions such as tail-risk hedging are not as easily available through wrap or MDA accounts and advisers would benefit from greater investment choice by using a customised multi-asset portfolio. Wise said ...

AFS goes into liquidation

LAURA MILLAN  |  FRIDAY, 31 MAY 2013
... of the company on April 2013. The AFS Group of companies includes AFS Group Limited, Australian Financial Services Limited, MDA Private and Strategy Portfolio Limited. BDO has also made an urgent application to the Court to get directions regarding the ...