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Showing 281 - 290 of 621 results for "Discretionary"

Perennial cuts fees for defensive LIC, revises investment strategy

ALEX BURKE  |  TUESDAY, 22 MAY 2018
... constantly carry a level of protection, and that protection strategies will be implemented on a "fully dynamic, discretionary basis." Schoenheimer noted that the new WDE strategy will carry particular risks, including that the portfolio may be left without ...

Retirement spending declines faster than believed: Research

KANIKA SOOD  |  TUESDAY, 1 MAY 2018
... - the largest component of essential spending - declined steeply. Even healthcare spending dipped at this point. Discretionary spending including leisure and travel peters out as retirees age. The data also found that retirees' overall cost of living ...

MGP responds to Henderson's RC hearing

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... an admission by Henderson that for some time he held an interest in Managed Account Holdings (MGP), the managed discretionary account provider through which Maxwell Henderson runs its custom MDA offering. During Henderson's testimony, Senior Counsel ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... Clover's proprietary digital advice technology and portfolio management capabilities via the robo-adviser's managed discretionary account (MDA) service. Clover chief executive and co-founder Sahil Kaura said CHOIS user data will be algorithmically analysed ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... better outcomes to consumers and advice practices impacted by the incoming legislative reforms around limited managed discretionary accounts. For the independent and non-aligned advice market now is the time to get involved in building their own software ...

Fortnum lands investment veteran as chairman

KANIKA SOOD  |  THURSDAY, 5 APR 2018
... institutions in a career spanning 30 years. Douglas's appointment comes as Fortnum pushes for growth in its managed discretionary account (MDA) services. Fortnum currently advises on $5 billion with about 100 advisers across Australia. The appointment ...

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... essentially IDPS platforms which hold $15 billion or 25% of the market. The third and largest segment is managed discretionary accounts (MDA), which are more open architecture managed accounts where the investor has authorised their adviser to manage ...

MGP partners with advice firm

JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
... option within their business." Nejasmic added that there is a growing trend among the IFA sector to implement a discretionary service without applying for a MDA license. "Managed Accounts Holdings can deliver a fully outsourced and integrated MDA compliance ...

Aussie attitudes toward retirement shifting

JAMIE WILLIAMSON  |  THURSDAY, 22 MAR 2018
... lifestyle options. Young families often see the priority needs of their children to be more immediate and don't have discretionary spending or saving capacity," he said. He added that recent changes to super announced by both political parties have the ...

Crunch time for limited MDA advisers

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
Financials advisers have less than seven months to transition clients and beat the limited managed discretionary account (MDA) deadline. According to Managed Accounts Holdings (MGP) head of distribution Tony Nejasmic, the no-action position on limited ...