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Showing 21 - 30 of 75 results for "managed discretionary accounts"

HUB24 searches for new director

KANIKA SOOD  |  FRIDAY, 5 MAR 2021
... in 2007 by Ian Lister, Darren Pettiona and Suwandi Tan to provide an administration platform for Managed Discretionary Accounts (MDAs) and similar complementing services.

Dealer group bolsters leadership

ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... joins from platform provider Xplore Wealth where she was state distribution manager for the firm's managed discretionary accounts service. Prior to that, she was national growth manager at Centrepoint Alliance for five years and spent over a decade in ...

More good news for Xplore

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 NOV 2020
... plan to bring together Xplore's four businesses - the platform, responsible superannuation entity, managed discretionary accounts and DIY super administration. Wright, who was grilled at the Royal Commission, was appointed by Xplore in August 2019. Prior ...

ASIC demands compliance despite COVID-19

HARRISON WORLEY  |  THURSDAY, 16 APR 2020
... revealed the extent to which its 2020 plans would be interrupted due to the crisis, with reviews of managed discretionary accounts and insurance in superannuation just two of several major projects set to be delayed. The regulator's new reality will ...

Major regulatory efforts delayed

HARRISON WORLEY  |  WEDNESDAY, 15 APR 2020
... regulatory projects which were set to shake up financial services in 2020, including its reviews of managed discretionary accounts and insurance in super. The regulator's new reality will see it pivot towards ensuring its regulated entities survive ...

Perpetual executive jumps to Xplore

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
... Wright said. "Neil's 21 years' experience in wealth management, including his expertise in managed discretionary accounts (MDA) and superannuation will be instrumental in supporting our clients across our entire business including our RSE, Aracon ...

Portfolio rebalancing should be timed: Xplore

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... visibility around market and price stability and also around earnings," Wright said. Wright said managed discretionary accounts (MDAs), as well as separately managed accounts (SMAs) have reaffirmed their status as an efficient structure to support advisers ...

APRA heat map update in doubt

HARRISON WORLEY  |  MONDAY, 23 MAR 2020
... its regulatory priorities to focus on COVID-19, including its anticipated consultation paper on managed discretionary accounts. The corporate regulator said the consultation was just one of several near-term, non-time sensitive activities it had temporarily ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... WealthO2 is a privately-owned wealth management platform established in 2015. Services include managed discretionary accounts, automated record of advice for non-discretionary managed accounts, wholesale managed funds, superannuation and pension port ...

Product provider makes big FASEA promise

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
... process on behalf of the adviser without ongoing conflict. That means financial advice practices with managed discretionary accounts (MDAs) could outsource the investment function of those MDAs. Lonsec also referred to Standard 6 which states: "Where ...