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Search ResultsShowing 1 - 10 of 100+ results for "MDA"
Perpetual executive jumps to Xplore
ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
... said. "Neil's 21 years' experience in wealth management, including his expertise in managed discretionary accounts (MDA) and superannuation will be instrumental in supporting our clients across our entire business including our RSE, Aracon Superannuation. ...
SS&C secures platform mandate
HARRISON WORLEY  |  MONDAY, 6 APR 2020
... platform, and had previously used SS&C's GWP to manage the end-to-end investment process of its managed discretionary account (MDA) arm. According to Xplore chief executive Mike Wright, the firm is confident the cloud-based product can scale to support ...
IMAP not anticipating regulatory overhaul
ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
The chair of IMAP does not expect a major overhaul of the managed accounts space when ASIC's focus returns to the MDA review. Earlier this week, ASIC announced the MDA review is being put on hold , after "recalibrating" its regulatory priorities as ...
Xplore Wealth outlines 2020 plans
ALLY SELBY  |  FRIDAY, 21 FEB 2020
... releases its results for the 1H2020 financial year. Xplore is set to release three new products in 2020, including a wholesale MDA product which will allow access to unregistered schemes due to launch in February. In the third quarter, Xplore will launch ...
Advice industry compresses
ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... discretionary accounts, Shaw and Partners has the largest number of verified advisers authorised to provide personal advice on MDA services with 172. It's followed by Shadforth with 119, E.L. & C. Baillieu on 56 and Fiducian on 50.
J.P. Morgan wins custody mandate
ELIZABETH MCARTHUR  |  THURSDAY, 16 JAN 2020
... Xplore's Aracon super business, Elevate and Fairvine commenced signing up new members during the quarter. A new Xplore MDA offer for wholesale clients also launched to some advice AFSLs. J.P Morgan secured a mandate extension for its custody services ...
AMPFP ceases MDA services
ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
... discretionary account services following the imposition of tailored licence conditions by ASIC. ASIC tailored AMPFP's MDA licence conditions in March this year - the extra conditions meant a senior executive of AMPFP was required to provide an acceptable ...
Dealer group launches transition support service
HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... includes roles in planning, investment management, banking and insurance. Lifespan said Tunkin would also assist with the firm's MDA offering and general growth plans. Her role will see her work alongside national dealer development manager Alan McTighe ...
Dealer group awards investment mandate
KANIKA SOOD  |  THURSDAY, 17 OCT 2019
... Beach and distributed here by Contango. The mandate will sit in Lifespan's $400 million managed discretionary accounts (MDA), which uses about 20 external managers to create funds with five risk profiles for its advice clients. The external managers ...
Results of ASIC MDA review imminent
ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
... management. An ASIC spokesperson previously told Financial Standard the regulator has obtained information from a number of MDA providers over the course of the review to consider the "drivers and motivations" behind the growth in popularity of MDAs. ...
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