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Showing 51 - 60 of 621 results for "Discretionary"

IAM mandate grows to $130m

KARREN VERGARA  |  MONDAY, 10 MAR 2025
... more details. It will also launch a managed accounts offering in the investment-grade space and a BBSW +300 managed discretionary account (MDA) that will target investors wanting direct investments to replace their maturing listed hybrids. Last October ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... allows advisers to make cashflow projections as well as add customised inputs and outputs for clients with family or discretionary trusts or those who are considering establishing one. intelliflo office users will have the ability to add beneficiaries ...

Investment down as uncertainty rises

ELIZA BAVIN  |  FRIDAY, 7 FEB 2025
... the Australian economy has hit business revenues. This has particularly been the case for businesses reliant on discretionary consumer spending such as those in the hospitality and retail trade industries," Deloitte Access Economics associate director ...

HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options. The Xplore Wealth MDA has around $2 billion in funds under administration ...

RBA to meet for final 2024 rate decision

ELIZA BAVIN  |  TUESDAY, 10 DEC 2024
... data from illion found Australians have been using the Stage 3 tax cuts to reduce debts without increasing their discretionary spending - suggesting inflation could remain "sustainably" within the RBA's range. The research found that the tax cuts - which ...

Intergenerational wealth picture 'bleak': Grattan

ELIZA BAVIN  |  TUESDAY, 19 NOV 2024
... as a household headed by someone aged 25-34. "Those buffered by wealth have continued to spend, including growing discretionary expenditure, through a sustained period of high inflation and steeply rising interest rates. While not all older Australians ...

Australian economy 'fundamentally sound': CBA

ELIZA BAVIN  |  WEDNESDAY, 13 NOV 2024
... marginally in October as income tax cuts, lower petrol prices and energy rebates freed some consumers up to spend on discretionary items. It's important to note however that this increase in discretionary spending only partially offset the fall seen ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... 127. Morgans Financial also has the highest number of advisers who provide risk advice at 182. The largest managed discretionary account (MDA) services advice businesses based on adviser headcount are Shaw & Partners (190), Findex (102), Shadforth Financial ...

APRA prioritises supervision of trustee spending

JAMIE WILLIAMSON  |  TUESDAY, 22 OCT 2024
... shortly, analysing last financial year's expenditure statements. Its initial focus will be on three key areas, being: Discretionary expenditure categories, like travel, entertainment, and conferences Relative and absolute size outliers, including consideration ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
Acclaim Wealth has partnered with Managed Portfolios to enter the managed accounts space through a managed discretionary account (MDA) service. Acclaim Wealth chief executive Terry Constable, who succeeded Alan Hegerty in October 2023, told Financial ...