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Showing 411 - 420 of 621 results for "Discretionary"

Age of the billion-dollar financial adviser

MICHELLE BALTAZAR  |  MONDAY, 18 AUG 2014
... the debut edition of FS Managed Accounts - The Journal for Managed Account Professionals. Having worked on managed discretionary accounts (and its precursor in the early 90s), Crowne discusses where an MDA worked in turning a client's portfolio from ...

QIC funds added to Federation platform

JAMES FERNYHOUGH  |  THURSDAY, 10 JUL 2014
... international equities and exchange traded options." It went on: "The Federation structure operates like a managed discretionary account, which helps advisers increase the efficiency of their advice process. "There is also an option for clients to become ...

Advice firm chooses MDAs over platforms

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
... Financial Planning will transfer the majority of its funds under advice from traditional platforms onto a managed discretionary account (MDA) structure. The firm has about 350 clients and $160 million in assets under advice. It currently uses Westpac's ...

Market wrap

AAP  |  THURSDAY, 26 JUN 2014
... getting on weekly consumer confidence is starting to have an impact on investors," he said. "Both consumer staples and discretionary stocks were leading the market down on a number occasions. "They've bounced back today to lead the market higher." The ...

MDA provider makes debut on ASX

LAURA MILLAN  |  WEDNESDAY, 25 JUN 2014
... Securities Exchange (ASX) today after raising about $3 million in its Initial Public Offering. The owner of managed discretionary account specialist managedaccounts.com.au will trade under the ASX code MGP. The company raised 50% more than the minimum ...

Market wrap

AAP  |  TUESDAY, 3 JUN 2014
... eight cents to $33.63, and Commonwealth Bank weakened 40 cents to $81.86. The biggest losses were in health and discretionary stocks. Jobs website Seek was 50 cents, or three per cent, lower at $16.67 and Sonic Healthcare was 27 cents or 1.5 per cent ...

AMP wealth management cashflows up 72%

MARK SMITH  |  THURSDAY, 8 MAY 2014
... company said it's North platform had particular success in attracting flows from the post retirement segment and discretionary investment inflows.A Approximately 10% of flows were directed towards North's capital guaranteed product. North AUM grew to ...

May worry

BENJAMIN ONG  |  MONDAY, 28 APR 2014
... once again showing signs of leading deterioration this time around. In 2000, it was small caps (IWM) and consumer discretionary (XLY) stocks that made the first definitive move to the downside through their inability to reclaim previous highs as the ...

Standard Life Investments to buy UK fund manager

MARK SMITH  |  THURSDAY, 27 MAR 2014
... offer a full range of investment solutions, including active management for institutional and wholesale clients, discretionary wealth management for high net worth private clients and outcome orientated products for maturing pension schemes and insurance ...

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
Managed discretionary account (MDA) operator, managedaccounts.com.au has inked deals two boutique financial advisory firms to integrate the company's solution into their businesses. The deals with Sydney-based Affinity Wealth Services and Melbourne-based ...