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Search ResultsShowing 11 - 20 of 100+ results for "MDA"
Product provider makes big FASEA promise
ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
Lonsec has released a new product which it says will help financial advisers avoid getting caught out by the Financial Adviser Standards and Ethics Authority Code of Ethics. Lonsec says it has solutions to help financial advisers meet the Code of Ethics ...
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 ...
Platform hints at aggressive expansion
ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
The first quarterly results under Xplore Wealth's new chief executive Michael Wright are out and he has hinted at an expansion plan for all of the firm's businesses, including adding more sub-plans to its superannuation offering. Xplore's ...
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. ...
FASEA ethics pose risk to managed accounts
ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... research houses." The letter explained the obligations of the issuer of a managed account, either a responsible entity or MDA Provider, in ensuring the portfolios are managed properly and the creation of portfolio management teams and investment committees. ...
Expert hopeful ASIC understands MDA benefits
HARRISON WORLEY  |  THURSDAY, 12 SEP 2019
... sector to sit tight while the corporate regulator compiled a discussion paper based on the questionnaire which hit the desks of MDA players in October last year, as revealed by Financial Standard . "I'd say just wait and see," he said. "The history ...
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