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Search ResultsShowing 21 - 30 of 36 results for "Managed Accounts Holdings"
MGP partners with advice firm
JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
Managed Accounts Holdings is adding $160 million in funds to its new MDA Service offering through a new partnership. Independent financial advice firm Bennett & Co has implemented the platform's MDA Service after a competitive review process to support ...
Crunch time for limited MDA advisers
KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
... transition clients and beat the limited managed discretionary account (MDA) deadline. According to Managed Accounts Holdings (MGP) head of distribution Tony Nejasmic, the no-action position on limited MDAs has been in place since 2004 - but the number ...
MGP partners with fintech for adviser solution
ALEX BURKE  |  TUESDAY, 13 FEB 2018
Managed Accounts Holdings (MGP) has partnered with an Australian fintech to offer money management solutions to advice practices using its platform. The partnership with Moneysoft will provide advisers working with MGP's platform preferential pricing ...
MGP flags global search for COO and head of product
ALEX BURKE  |  FRIDAY, 2 FEB 2018
In an investor update Managed Accounts Holdings (MGP) noted it is looking to fill the budgeted positions of chief operating officer and head of product, with the latter expected to finalise in February. MGP explained the COO role will be based in Melbourne ...
Linear buy sees Managed Accounts expand board
JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
Managed Accounts Holdings welcomed two new directors to its board in light of its recent acquisition of Linear. Linear co-founder Colin Peterson has joined the board, adding more than 30 years' experience including in financial planning and funds management ...
Managed Accounts Holdings acquires competitor
JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
Managed Accounts Holdings will merge with Linear Financial Holdings and the combined entity is already flagging the delivery of a managed accounts solution to Shaw and Partners clients. MGP submitted a non-binding conditional proposal to purchase 100% ...
MGP looking toward a better 2018
JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
Managed Accounts Holdings (ASX:MGP) 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 ...
MDA firm hires former Pillar chief executive
KARREN VERGARA  |  THURSDAY, 13 APR 2017
Listed managed discretionary account company Managed Accounts Holdings Limited (MGP) added a former Pillar chief executive to its board with the aim of growing its retail superannuation sector. Peter Brook served as Pillar's managing director and chief ...
Report outlines impact of MDA operation reforms
JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
MDA operator Managed Accounts Holdings (MGP) has released a white paper detailing the potential consequences of pending regulatory reform to the operation of managed accounts. The report, entitled 'The limited discretion clock is ticking', highlights ...
Industry innovation is not coming from within: Sharp
DARREN SNYDER  |  TUESDAY, 19 JUL 2016
... characterised the oversight of the financial services industry." Sharp is also the executive chairman at Managed Accounts Holdings, and a former director of Countplus and Treasury Group.
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