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

IMAP expands advisory board

JAMIE WILLIAMSON  |  SUNDAY, 11 DEC 2016
... was national manager, platform strategy and managed accounts. Comprising of representatives from a broad range of MDA providers, platform operators, investment managers, advisory organisations and technology providers, joining the advisory board are ...

MDAs overhauled by new regulations

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2016
... period to implement what could be substantial changes. In particular, the Regulatory Guide makes it mandatory for MDA providers to confirm the suitability of their MDA service for a client with an external adviser. This is quite a new and onerous obligation," ...

MDAs allow small players to act as large instos

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
... high distribution costs." The Financial Standard Best Practice Forum on Managed Accounts gathered industry experts, MDA providers and financial advisers in Sydney.

MDA guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
... remains safe and well-regulated. "The review by ASIC will help create transparency for investors and ensure that all MDA providers are subject to the appropriate level of regulation, which will help build confidence in our markets," Dalton Nicol Reid ...

Managed accounts set for an overhaul

LAURA MILLAN  |  MONDAY, 11 MAR 2013
... paper recognises that MDAs are a mainstream product. "This will result in an excellent outcome for investors and MDA providers alike," IMAP chair Toby Potter said.

Advisers must justify complex products: ASIC

MATT WOODINGTON  |  MONDAY, 14 MAR 2011
... such as gearing and clients being placed into conflicted products," ASIC said. Checks will be made to ensure that MDA providers are properly licensed and that the client is receiving a review on the MDA every 12 months, as well as quarterly reports on ...
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