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Search ResultsShowing 31 - 40 of 100+ results for "MDA"
RECAP: Advice in the Royal Commission spotlight (Days 6- 9)
KANIKA SOOD  |  FRIDAY, 27 APR 2018
... Orr's line of questioning also revealed 84% of the total funds under advice at Henderson Maxwell are managed in a custom MDA offering provided by Managed Account Holdings (MGP) - a company in which Henderson himself held an interest for some time. NAB ...
MGP responds to Henderson's RC hearing
JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... Managed Account Holdings (MGP), the managed discretionary account provider through which Maxwell Henderson runs its custom MDA offering. During Henderson's testimony, Senior Counsel Assisting Rowena Orr outlined that about 70% of Henderson Maxwell's ...
Robo-adviser partners with private wealth firm
KARREN VERGARA  |  TUESDAY, 24 APR 2018
... proprietary digital advice technology and portfolio management capabilities via the robo-adviser's managed discretionary account (MDA) service. Clover chief executive and co-founder Sahil Kaura said CHOIS user data will be algorithmically analysed to ...
Technology for advisers by advisers
JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... start owning the development process of important tools and applications," Corben said. The association is also talking with MDA providers on the technology initiative as it will provide a very efficient and scalable means of meeting their own compliance ...
Fortnum lands investment veteran as chairman
KANIKA SOOD  |  THURSDAY, 5 APR 2018
... career spanning 30 years. Douglas's appointment comes as Fortnum pushes for growth in its managed discretionary account (MDA) services. Fortnum currently advises on $5 billion with about 100 advisers across Australia. The appointment - along with the ...
Managed accounts climb to $57bn
ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... IDPS platforms which hold $15 billion or 25% of the market. The third and largest segment is managed discretionary accounts (MDA), which are more open architecture managed accounts where the investor has authorised their adviser to manage their portfolio ...
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
... Financials advisers have less than seven months to 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 ...
IOOF licensee launches MDA solution
JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
An IOOF-aligned dealer group is introducing a new managed discretionary account service to its adviser network. Lonsdale Financial Group has launched Managed Portfolio Service on the Asset Administrator platform, its white label of BT Panorama. The ...
2018 Financial Standard Investment Leadership Awards
JOHN DYALL  |  FRIDAY, 22 DEC 2017
... investment solutions such as separately managed accounts (SMA), model portfolios and more bespoke managed discretionary accounts (MDA). And while these newer channels may for now be getting most of the media attention this will stir renewed interest ...
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