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Showing 41 - 50 of 156 results for "MDA"

Perpetual executive jumps to Xplore

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
... 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 Superannuation. ...

SS&C secures platform mandate

HARRISON WORLEY  |  MONDAY, 6 APR 2020
... platform, and had previously used SS&C's GWP to manage the end-to-end investment process of its managed discretionary account (MDA) arm. According to Xplore chief executive Mike Wright, the firm is confident the cloud-based product can scale to support ...

Portfolio rebalancing should be timed: Xplore

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
Extreme market volatility has left many portfolios in need of some rebalancing but investors should be cautious of their timing while volatility remains high, according to Xplore Wealth chief executive Michael Wright. "We have seen over the last four ...

IMAP not anticipating regulatory overhaul

ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
The chair of IMAP does not expect a major overhaul of the managed accounts space when ASIC's focus returns to the MDA review. Earlier this week, ASIC announced the MDA review is being put on hold, after "recalibrating" its regulatory priorities as it ...

Xplore Wealth outlines 2020 plans

ALLY SELBY  |  FRIDAY, 21 FEB 2020
... releases its results for the 1H2020 financial year. Xplore is set to release three new products in 2020, including a wholesale MDA product which will allow access to unregistered schemes due to launch in February. In the third quarter, Xplore will launch ...

Product provider makes big FASEA promise

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
Lonsec has released a new product which it says will help financial advisers avoid getting caught out by the Financial Adviser Standards and Ethics Authority Code of Ethics. Lonsec says it has solutions to help financial advisers meet the Code of Ethics ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... discretionary accounts, Shaw and Partners has the largest number of verified advisers authorised to provide personal advice on MDA services with 172. It's followed by Shadforth with 119, E.L. & C. Baillieu on 56 and Fiducian on 50.

J.P. Morgan wins custody mandate

ELIZABETH MCARTHUR  |  THURSDAY, 16 JAN 2020
... Xplore's Aracon super business, Elevate and Fairvine commenced signing up new members during the quarter. A new Xplore MDA offer for wholesale clients also launched to some advice AFSLs. J.P Morgan secured a mandate extension for its custody services ...

AMPFP ceases MDA services

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
... discretionary account services following the imposition of tailored licence conditions by ASIC. ASIC tailored AMPFP's MDA licence conditions in March this year - the extra conditions meant a senior executive of AMPFP was required to provide an acceptable ...

Dealer group launches transition support service

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... includes roles in planning, investment management, banking and insurance. Lifespan said Tunkin would also assist with the firm's MDA offering and general growth plans. Her role will see her work alongside national dealer development manager Alan McTighe ...