Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 311 - 320 of 621 results for "Discretionary"

Managed Accounts Holdings acquires competitor

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
... firm. Prior to the announcement, MGP responded to investor queries around the implementation process of a managed discretionary account and superannuation service for licensees, outlining the various associated requirements. MGP said that following the ...

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
... is not necessarily correct for another, Hacker said. With the Labor Party recently proposing it is cracking down discretionary trust tax loopholes, Hacker said this has small business owners concerned. Numerous small and family businesses legitimately ...

Platinum LIC reaps Asia rewards

ALEX BURKE  |  TUESDAY, 19 SEP 2017
... the industry sectors which delivered positive contributions were financials, information technology and consumer discretionary.

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... platform providers that host 580 unique managed portfolios and offered via 128 investment managers. Dunnin said managed discretionary accounts (MDA) advice authorisation is the fastest growing segment of the adviser community, currently making up 60% ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
... Dunnin, who presented the findings at today's Financial Standard Managed Accounts Best Practice Forum, said managed discretionary accounts (MDA) advice authorisation is the fastest growing segment of the adviser community, currently making up 60% of ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
Platform providers and financial advisers offering a managed discretionary account (MDA) service should be mindful of the regulator cracking down on new suitability review requirements, a legal expert warns. Presenting at today's Financial Standard ...

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... management. Yes there'll still be boutique firms who will hark back to the 'old fashioned way' of investing on a discretionary basis, but they won't be the big scalable strategies which most investors will rely on," he said. "The world is becoming increasingly ...

Arnhem strengthens investment team

EMMA RAPAPORT  |  WEDNESDAY, 13 SEP 2017
... at Signpost Capital Advisors, Bertrand Eury, joins Arnhem's investment team with responsibility for the consumer discretionary and retail sectors both in Australia and globally. Bertrand's analytical coverage and research spans more than 17 years and ...

Infradebt attracts super fund investment

EMMA RAPAPORT  |  MONDAY, 4 SEP 2017
... infrastructure. "The fund leverages the decades of infrastructure experience of the Infradebt team, providing a discretionary pool of capital that will allow us to capitalise on the many unique investment opportunities in the market today," Austin said. ...

MGP looking toward a better 2018

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
... flagged an increase in the intensity of its growth strategy following its full year results release. The managed discretionary account (MDA) providers posted a normalised net profit before tax of about $1.47 million - a year-on-year increase of 19.8% ...