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Search ResultsShowing 21 - 30 of 100+ results for "MDA"
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 ...
ASIC terminates managed accounts provider AFSL
KARREN VERGARA  |  FRIDAY, 1 FEB 2019
... practices. Jade Capital advertised misleading information on returns, fees and costs, performance history and results relating to MDA strategies on its website and video presentation, ASIC said. ASIC determined the advertised MDA returns were "likely ...
Advice groups sign on to HUB24
KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... HUB24 completed transitioning $725 million of Fitzpatrick Private Wealth's assets under management from its in-house MDA solution to a white-labelled solution of the HUB24 platform. On November 30, HUB24 said it would deliver a custom platform solution ...
ASIC sharpens focus on managed accounts
KARREN VERGARA  |  TUESDAY, 18 DEC 2018
... advising on managed accounts. It has been working through a number of other issues that affect members, one of which includes MDA documentation. The Regulatory Group held consultations at ASIC's Sydney offices in October and discussed issues that included ...
Limited MDA deadline closes in
KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
... arrangements by now, but the truth is many are still lagging behind, according to IMAP chair Toby Potter. With the limited MDA changes taking effect on 1 October 2018, it's too late to apply for a full licence as the process takes up to 12 months ...
Last chance to participate in the annual FS Managed Accounts Survey
MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... available less than two years ago," he said. "This rapid expansion is even before we look at the managed discretionary advice (MDA) segment that is now reaching more than 2000 authorised representatives or financial advisers." According to the 2017 Financial ...
Managed Accounts Forum survey open
DARREN SNYDER  |  FRIDAY, 6 JUL 2018
... the most popular are offered through more than one managed account or platform administrator. About 2000 advisers are now MDA authorised, Rainmaker noted. The Financial Standard Best Practice Forum on Managed Accounts will be held on Tuesday, 11 September ...
New managing director at Paragem
KARREN VERGARA  |  MONDAY, 25 JUN 2018
... other investment options. HUB24's advanced managed portfolio functionality allowed Fitzpatricks to replicate its existing MDA offer to provide a sophisticated solution for advisers and their clients, McMurdo added. The replica includes HUB24's ...
HUB24 inks MDA, tech deal
JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution for Fitzpatricks' current MDA offering. Fitzpatricks group managing director John McMurdo said HUB24 built a tailored solution that offers advisers access ...
MDA provider makes key hires
JAMIE WILLIAMSON  |  TUESDAY, 1 MAY 2018
A $12.8 billion listed MDA provider appointed a new head of operations and head of product to its leadership team. Managed Accounts Holdings (MGP) has brought Craig Semmens on as head of operations for the Linear side of the business . He will provide ...
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