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Search ResultsShowing 51 - 60 of 100+ results for "MDA"
MDA provider builds custom solution
JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... advice group is embracing managed accounts, partnering with provider managedaccounts.com.au to create a bespoke solution. The MDA provider has partnered with The Wealth Partnership in what managedaccounts.com.au head of distribution and marketing Tony ...
MDA operator appoints distribution head
JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
The former director of business development at Calastone is now leading managedaccounts.com.au's distribution and marketing operations. Tony Nejasmic commenced with the managed discretionary account provider this week as head of distribution and marketing ...
Fund manager sells all shares ahead of crash
ALEX BURKE  |  TUESDAY, 30 MAY 2017
... portfolios the option of either transferring equity holdings to other managers or receiving proceeds as cash. He said 95% of MDA investors chose the latter option. Parker's decision was based on what he sees as an impending correction for the Australian ...
MDA firm hires former Pillar chief executive
KARREN VERGARA  |  THURSDAY, 13 APR 2017
Listed managed discretionary account company Managed Accounts Holdings Limited (MGP) added a former Pillar chief executive to its board with the aim of growing its retail superannuation sector. Peter Brook served as Pillar's managing director and chief ...
Managed accounts continue rapid surge
JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017
... around $600 billion." The census surveyed 35 companies of varying size, including major platforms, banks and single location MDA providers. It showed the MDA market as experiencing the biggest growth at 64%. Potter attributes the growth to market movement ...
MDA provider upgrades offering
JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
A managed discretionary account provider is partnering with a fintech to deliver a new cloud-based solution to financial advisers. managedaccounts.com.au will work with Melbourne-based CapitalRoad to upgrade its user interface and middle office requirements ...
Implemented Portfolios launches bespoke IMA offering
JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... team at Implemented Portfolios aligned strongly with our own views." "We can use Implemented Portfolios as a model portfolio MDA with different value and price points, or as a true customisable IMA where required whilst maintaining flexibility and leveraging ...
IMAP ensuring greater representation for MDAs
JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
... establish a sub-committee to represent the interests of managed discretionary account providers. Commencing in March, the MDA Providers Forum will be an invitation-only sub-group, open to leaders of businesses with an AFSL authorisation, meeting in Sydney ...
Altair hires distribution GM
ALEX BURKE  |  MONDAY, 6 FEB 2017
... about due to conversations with "a number of financial advisers who like our investment approach and the way we manage our MDA strategies but they also want something suitable for smaller clients." "We believe these two funds will help fill that gap. ...
IMAP expands advisory board
JAMIE WILLIAMSON  |  SUNDAY, 11 DEC 2016
... where he was national manager, platform strategy and managed accounts. Comprising of representatives from a broad range of MDA providers, platform operators, investment managers, advisory organisations and technology providers, joining the advisory board ...
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