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Showing 151 - 160 of 161 results for "MDA"

IMAP: Make changes early to get FOFA ready

CLAIRE MCGREAL  |  FRIDAY, 18 NOV 2011
... run a wrap free of volume rebates in the future. Wouldn't it be better to be a cleanskin under the coming laws and have an MDA or other structure that is free of rebate issues? said Potter.

AFS to focus on independent market

ELISE BURGESS  |  WEDNESDAY, 28 SEP 2011
... alliance and merger offers from fellow planning groups as it renews its focus with new products and restructure, including a new MDA facility. The Australian Financial Services Group (AFS) has come out in support of the future of the independent financial ...

Industry uncertainty limits MDAs

ELISE BURGESS  |  THURSDAY, 28 JUL 2011
... Providers. The Institute of Managed Accounts Providers (IMAP) reported a rising interest in managed discretionary accounts (MDA) since the introduction of the FOFA reforms, but that this interest was hampered by a lack of understanding and clarity in ...

Planners upscale with managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 5 MAY 2011
... managed accounts comes with a caveat. ASIC is currently reviewing the legislation relevant to Managed Discretionary Account (MDA) licensing. "The onus of responsibility on planners is much higher because of the transparency of these products," said Jeff ...

MDAs to expand SMSF footprint

ELISE BURGESS  |  TUESDAY, 15 MAR 2011
Managed discretionary accounts (MDA) operator, Investment Administration Services (IAS) has reported a surge in interest from adviser dealer groups over the last two years - particularly from those that cater for SMSFs. IAS enables advisers to manage ...

Advisers must justify complex products: ASIC

MATT WOODINGTON  |  MONDAY, 14 MAR 2011
... strategies such as gearing and clients being placed into conflicted products," ASIC said. Checks will be made to ensure that MDA providers are properly licensed and that the client is receiving a review on the MDA every 12 months, as well as quarterly ...

Westscheme appoints new chair

PRESS RELEASE  |  TUESDAY, 14 SEP 2010
... former director of the Australian Institute of Management, Doric Construction Group Holdings, Forest Products Commission WA, MDA National Insurance, RCR Tomlinson and St John of God Health Care Group. Dr Schapper retired this week in accordance with ...

HUB24 wins Sentry mandate

COMPANY RELEASE  |  MONDAY, 12 APR 2010
Sentry Group has appointed HUB24 to provide Unified Managed Accounts (UMA) for the dealership's 330 planners. Sentry is the first national dealer group client of HUB24, according to a press statement. Commenting on the appointment, Sentry chief executive ...

Managed accounts expands asset mix

... if investors start comparing the cost between running a PDS-ruled product versus running a managed discretionary account (MDA). According to Heather, the price differential is a minimum of 15 basis points extra cost when a dealer group uses a PDS-based ...

Intrinsic finds value in Islamic investing

... to set up their own self-managed super fund (SMSF). Or, they can invest through Intrinsic's managed discretionary account (MDA) called the Crescent Ethical MDA, which is Shariah-compliant. Broadly speaking, the Crescent Ethical MDA is a discretionary ...