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Showing 11 - 16 of 16 results for "MDA Operator"

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
... out further MDA platforms over coming months with further interest also being sought by licensees with their own MDA Operator license seeking next generation integrated solutions.

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... Australia, but because the very nature of the investment vehicle makes it difficult to draw any conclusions. "We're an MDA operator," he says, referring to managed discretionary accounts, which are wholly customised and personalised to the individual ...

ASIC drops planned MDA changes

JAMES FERNYHOUGH  |  THURSDAY, 6 MAR 2014
Planned changes to the regulation of managed discretionary accounts (MDAs) will not go ahead, the Australian Securities and Investments Commission (ASIC) has announced. In a consultation paper released in March last year, ASIC put forward a lengthy ...

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
Managed discretionary accounts (MDA) could be a key area for financial planners wanting to add value to their service offerings in the post-FoFA world, according to Brett Sanders, joint chief executive of Philo Capital Advisers. Sanders said that the ...

ASIC MDA review requires further clarity: IMAP

ALICE URIBE  |  TUESDAY, 30 APR 2013
... made by IMAP in its submission to ASIC, is that MDA authorisations recognise functions actually performed by the MDA operator, including the creation of a class licence for MDA operators which permits them to operate the MDA service for retail only clients ...

Managed accounts set for an overhaul

LAURA MILLAN  |  MONDAY, 11 MAR 2013
... charged within the MDA, on outsourcing arrangements and on how the MDA contract might be terminated. Sydney-based MDA operator Crystal Wealth also welcomed the release. Its executive director John McIlroy told Financial Standard that "the proposed changes ...
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