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Showing 21 - 30 of 156 results for "MDA"

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... solutions, including tailored SMAs that can be designed to unique needs of advisers and their clients. For businesses with a MDA licence, we'll deliver institutional rebalancing capabilities to allow them to manage portfolios centrally and efficiently." ...

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
... solutions, including tailored SMAs that can be designed to unique needs of advisers and their clients. For businesses with a MDA licence, we'll deliver institutional rebalancing capabilities to allow them to manage portfolios centrally and efficiently." ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
Lonsec is expanding its market reach with the acquisition of specialist MDA provider Implemented Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately ...

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
Funds under administration (FUA) in managed accounts platforms increased by almost 50% per annum in the last three years alone, according to Rainmaker Information. Analysing figures previously published by the Institute of Managed Account Professionals ...

Managed accounts FUM at $131bn

CHLOE WALKER  |  TUESDAY, 15 MAR 2022
... FUM held in managed accounts totalled $111 billion. Participants in the census ranged from the large platforms, banks, and MDA Providers through to individual licensees. IMAP chair Toby Potter said that the growth rate in managed accounts is almost approaching ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... investment quality, Bevan said he was on the fence. "You wouldn't have to look very hard to find a managed account or an MDA offer where the quality of investments and the cost are a questionable value proposition," he said. Bevan said this was partly ...

Conflicts of interest risk in funds management still high: ASIC

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
... best interests." Industry consultees in the report were satisfied that the risks and conflicts are appropriately managed as MDA providers must be licensed by ASIC and are subject to best interest obligations. The report did, however, state that supply-side ...

Platform co-founder departs

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... managing director of Calastone Australia to co-found what is now known as WealthO2 in 2015. In 2016, WealthO2 launched WealthO2 MDA and WealthO2 Managed Accounts to bring automation to compliance, execution processing, broker data connectivity, rebalancing ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
WealthO2 has introduced a managed discretionary account with several top managed account investment managers. The MDA includes the expertise of investment managers including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 ...

Class to dump MDA investment

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
... Philo Capital is not in the best interests of Class shareholders. "Although Class acknowledges the growth opportunity in the MDA space, the Philo Capital business model is not focused on delivering world-class technology to the wealth accounting ecosystem," ...