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Showing 11 - 20 of 38 results for "MDA Service"

Melbourne advisory launches MDA

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
Third-party managed discretionary account provider Philo Capital Advisers launched an MDA service with a Melbourne-based advisory. Strategic Wealth linked with Philo Capital Advisers to implement an MDA service featuring BT Panorama, investment consulting ...

Platform provider wins mandate

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
... discretionary account service. Managed Accounts Holdings will work with First Point Wealth Management to set up an MDA service. The move comes as First Point Wealth Management launches a range of multi-asset portfolios for financial planners, accountants ...

ASIC approves AMP for MDAs

HARRISON WORLEY  |  TUESDAY, 9 APR 2019
ASIC granted AMP Financial Planning approval to deal in managed discretionary accounts. ASIC said it imposed additional license conditions on AMP Financial Planning as a result of approving AMPFP's application to vary its license to provide MDAs. ...

AMP overhauls wealth leadership

ELIZABETH MCARTHUR, JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
AMP has announced five new appointments to its wealth management leadership team. Dedicated to providing better experiences and outcomes for clients, AMP has built out the executive team charged with overseeing its troubled wealth management business. ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
Class is investing $4 million in an MDA service provider, with an option to take full ownership of the company down the track. Investing in Philo Capital Advisers, Class will provide software to support the company's offering, including services to ...

MGP responds to Henderson's RC hearing

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... over the operation of MGP. "In addition, MGP has never had any influence over advice provided by advisers who use the MDA Service," Heather said. Questioning Henderson's interest in MGP further, Orr asked: "Did you disclose that interest to your clients?" ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... chief executive and co-founder Sahil Kaura said CHOIS user data will be algorithmically analysed to determine if an MDA service is appropriate on a case-by-case basis. "Where an MDA service is deemed appropriate, each user will receive a recommended ...

MGP partners with advice firm

JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
Managed Accounts Holdings is adding $160 million in funds to its new MDA Service offering through a new partnership. Independent financial advice firm Bennett & Co has implemented the platform's MDA Service after a competitive review process to support ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
Delegates turned out in record numbers at the Sydney International Convention Centre, which played host to this year's Best Practice Forum on Managed Accounts. More than 260 delegates attended the event, including numerous advisers who seized the opportunity ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
The rate of growth managed accounts are experiencing - three times faster than any other segment of the platform market - will fundamentally change the role of financial advisers, latest Rainmaker research shows. Rainmaker Group director of research ...