The latest issue of Financial Standard now available as an e-newspaper
|Search Results||Showing 51 - 60 of 100+ results for "MDA"|
|... 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 ...|
|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 ...|
|... 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 ...|
|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 ...|
|... 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 ...|
|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 ...|
|... 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 ...|
|... 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 ...|
|... 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. ...|
|... 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 ...|
The $80 billion fund manager has hired BMO Global Asset Management's Asia Pacific managing director as an executive director as the incumbent retires.
Wilson Asset Management has responded to allegations by Keybridge Capital, noting the investment manager has already failed twice in previous attempts to obtain orders of this kind.
The former head of ESG investment research at AMP Capital has taken up a new role.
Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|