Search Results | Showing 21 - 30 of 38 results for "MDA service" |
| | ... similar to a negative assurance test, she said. Wivell Plater added if there is anything in the SOA that indicates the MDA service might not be suitable for the client, the MDA provider must check if this is actually the case. This is causing a lot of ... |
| | | ... clients want to see exactly where their investments are, rather than to co-exist in a 'black box' of managed funds. "Our MDA service allows clients to view their portfolios, typically on one page, and see dividends and franking credits as they hit their ... |
| | | Ahead of new regulatory requirements the Institute of Managed Account Professionals will establish a sub-committee to represent the interests of managed discretionary account providers. Commencing in March, the MDA Providers Forum will be an invitation-only ... |
| | | ... 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," Potter said. However Potter believes ... |
| | | ... inquiries from advisory firms keen to understand how we can partner with them to build and implement a customised MDA service, ahead of ASIC's planned announcement." MGP's report also identifies the potential for advisers to mistakenly act beyond their ... |
| | | ... asset allocation and investment selection. According to Peter Farlie, director of Knight Financial Advisors, the new MDA Service will allow the group to focus on growth while delivering the same high level of client service and improved after-tax client ... |
| | | Four Cumulus Financial Group-aligned practices have started offering managed discretionary account services, finding them more efficient than wrap platforms. The practices - Shine Financial Services, Array Financial Services, Mayneline Financial Services ... |
| | | ... managed accounts provider said that an additional 10 boutique licensees are in the process of launching the firm's MDA Service over the coming months. This lifts the number of licensees using it by 38%. A further three licensees with over $400 million ... |
| | | ... - OneVue has made two senior appointments from Nikko Asset Management and BNP Paribas. FIIG launches fixed income MDA service - FIIG Securities has appointed former head of fixed income at Dixon Advisory Funds Management, Alwyn Hung, to lead a new managed ... |
| | | FIIG Securities has appointed former head of fixed income at Dixon Advisory Funds Management, Alwyn Hung, to lead a new managed accounts service for bonds. Hung joins FIIG as the senior portfolio manager of cash and fixed income for the Managed Income ... |
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