Search Results | Showing 21 - 30 of 156 results for "MDA" |
| | | ... 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." ... |
| | | | ... 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 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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," ... |
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