Search Results | Showing 21 - 30 of 75 results for "managed discretionary accounts" |
| | | ... in 2007 by Ian Lister, Darren Pettiona and Suwandi Tan to provide an administration platform for Managed Discretionary Accounts (MDAs) and similar complementing services. |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
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