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Showing 41 - 50 of 73 results for "managed discretionary accounts"

Managed accounts provider enters crowdfunding

DARREN SNYDER  |  WEDNESDAY, 7 NOV 2018
... crowdfunding service. Pulse Markets currently offers several model portfolios to clients as part of its managed discretionary accounts business. It also provides securities trading services to retail and wholesale investors. BIR Financial is listed on ...

IOOF continues organic growth trajectory

JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
... year, with profits rising by 5% to $81 million. Cost reductions of $6.4 million and the launch of managed discretionary accounts on IOOF Pursuit were key contributors to this outcome, Kelaher said. "This is particularly pleasing for the management team ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... outcomes to consumers and advice practices impacted by the incoming legislative reforms around limited managed discretionary accounts. For the independent and non-aligned advice market now is the time to get involved in building their own software solutions ...

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... essentially 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 ...

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 ...

Financial Standard names Investment Leadership Award winners

KARREN VERGARA  |  FRIDAY, 15 DEC 2017
... investment solutions such as separately managed accounts (SMA), model portfolios and more bespoke managed discretionary accounts (MDA)," Dyall said. "And while these newer channels may for now be getting most of the media attention, this will stir renewed ...

Managed accounts now available via FirstChoice

JAMIE WILLIAMSON  |  TUESDAY, 21 NOV 2017
... State's FirstChoice platform, providing a level of portfolio control typically associated with managed discretionary accounts. The latest platform enhancement to be rolled out by CFS sees more than 100 investment options made available to licensees on ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... goals-based advice can have differing, perhaps unforeseen impacts on PI cover. An adviser using managed discretionary accounts, individually managed accounts, separately managed accounts or their own managed investment schemes can potentially open up ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... providers that host 580 unique managed portfolios and offered via 128 investment managers. Dunnin said managed discretionary accounts (MDA) advice authorisation is the fastest growing segment of the adviser community, currently making up 60% of managed ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
... presented the findings at today's Financial Standard Managed Accounts Best Practice Forum, said managed discretionary accounts (MDA) advice authorisation is the fastest growing segment of the adviser community, currently making up 60% of managed accounts. ...