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Showing 41 - 42 of 42 results for "Managed Account Professionals"

Age of the billion-dollar financial adviser

MICHELLE BALTAZAR  |  MONDAY, 18 AUG 2014
... using MAs. Crowne is the cover story in 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 ...

ASIC MDA review requires further clarity: IMAP

ALICE URIBE  |  TUESDAY, 30 APR 2013
The Institute of Managed Account 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 ...
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