Search Results | Showing 11 - 20 of 143 results for "MDA" |
| | Funds under administration (FUA) in managed accounts platforms increased by almost 50% per annum in the last three years alone, according to Rainmaker Information. Analysing figures previously published by the Institute of Managed Account Professionals ... |
| | | ... FUM held in managed accounts totalled $111 billion. Participants in the census ranged from the large platforms, banks, and MDA Providers through to individual licensees. IMAP chair Toby Potter said that the growth rate in managed accounts is almost approaching ... |
| | | ... investment quality, Bevan said he was on the fence. "You wouldn't have to look very hard to find a managed account or an MDA offer where the quality of investments and the cost are a questionable value proposition," he said. Bevan said this was partly ... |
| | | ... best interests." Industry consultees in the report were satisfied that the risks and conflicts are appropriately managed as MDA providers must be licensed by ASIC and are subject to best interest obligations. The report did, however, state that supply-side ... |
| | | ... managing director of Calastone Australia to co-found what is now known as WealthO2 in 2015. In 2016, WealthO2 launched WealthO2 MDA and WealthO2 Managed Accounts to bring automation to compliance, execution processing, broker data connectivity, rebalancing ... |
| | | WealthO2 has introduced a managed discretionary account with several top managed account investment managers. The MDA includes the expertise of investment managers including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 ... |
| | | ... Philo Capital is not in the best interests of Class shareholders. "Although Class acknowledges the growth opportunity in the MDA space, the Philo Capital business model is not focused on delivering world-class technology to the wealth accounting ecosystem," ... |
| | | ... essential," he said. Long said: "One of the reasons I was attracted to Lifespan is that it is one of Australia's most experienced MDA operators, having offered MDAs to advisers and their clients for more than 15 years. Recent times have clearly highlighted ... |
| | | The growth of managed accounts is the only segment of the platform market that has developed and without them platforms would be going backwards, new research shows. Rainmaker Information's latest Wholesale Advantage Report for the December 2020 quarter ... |
| | | ... superannuation, risk insurance and financial advice, is valued at $20,000. A vanilla AFSL with a managed discretionary account (MDA) facility would go for $50,000. Adding an options and derivatives trading capability to the latter would fetch between ... |
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