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Showing 41 - 50 of 54 results for "MDAs"

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... are over 190 MDA operators like us around Australia, many of which are individual advice firms running their own in-house MDAs. That makes them fully off-the-radar, but I dare say that because of this, managed accounts are probably bigger than the entire ...

Findex appoints head of investment research

LAURA MILLAN  |  MONDAY, 16 FEB 2015
... areas become very significant in a post GFC world and he will follow through integrating this across all our platforms, SOAs, MDAs and brokerage services."

MDAs allow small players to act as large instos

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
The technology behind managed discretionary accounts (MDA) allows small investment players to act as if they had the scale of the industry's large institutions, SS&C Technologies head of Australia and New Zealand Nadine Moore said. Speaking at the inaugural ...

Advice firm chooses MDAs over platforms

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
Melbourne advice firm Moran Howlett 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 ...

ASIC drops planned MDA changes

JAMES FERNYHOUGH  |  THURSDAY, 6 MAR 2014
Planned changes to the regulation of managed discretionary accounts (MDAs) will not go ahead, the Australian Securities and Investments Commission (ASIC) has announced. In a consultation paper released in March last year, ASIC put forward a lengthy ...

Altair launches two funds for retail investors

MARK SMITH  |  WEDNESDAY, 12 FEB 2014
... until now, similar income and growth strategies have only been available through the group's individually managed portfolios (MDAs) where the client has $300,000 or more to invest. The new retail funds now allow smaller clients to access these strategies ...

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
... through self-managed superannuation funds (SMSFs). But for these investors looking for a more actively-managed portfolio, MDAs are an attractive option and, if presented correctly, could attract many investors back to advice. "In the old days, you'd ...

SMSFs urged to consider transparent alternatives to managed funds

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
... on their investments, are being urged to consider separately managed accounts (SMAs) and managed discretionary accounts (MDAs). SMSF solution provider Xpress Super announced yesterday that it had added Macquarie's separately managed account (SMA), known ...

ASIC MDA review requires further clarity: IMAP

ALICE URIBE  |  TUESDAY, 30 APR 2013
... Professionals (IMAP) have maintained that the regulator's insistence on an annual review for managed discretionary account operators (MDAs) is excessive, and will push for a two-year requirement. In its submission to the Australian Securities and Investment ...

Managed accounts set for an overhaul

LAURA MILLAN  |  MONDAY, 11 MAR 2013
... financial services industry as there has been quite a lot of uncertainty previously." McIlroy now anticipates a growth of MDAs in a post-Future of Financial Advice (FoFA) world. "We may see some platforms withdrawing this type of discretionary service ...