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Search ResultsShowing 51 - 60 of 100+ results for "MDA"
The PI risks of goals-based advice
JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... whether you're a financial adviser or an investment manager becomes blurred, Martinis said. "In some cases, depending on the MDA operator that you're partnering with, you end up signing a Wholesale Investment Management Agreement and you're no longer ...
Business benefits of managed accounts mounting
JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... enabled managed accounts to go mainstream. We are really pleased with the enthusiastic feedback and take-up of our SMA and MDA solutions." According to the BT/Investment Trends Managed Accounts Research Paper, adoption of managed accounts has increased ...
Managed Accounts Holdings acquires competitor
JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
... formal agreements, it is not possible to determine the potential increase in MGP's funds under administration arising for a new MDA or superannuation service," the ASX statement read. Upon completion of the process MGP earns administration fees on the ...
Record turnout drives Managed Accounts Forum success
KARREN VERGARA  |  MONDAY, 18 SEP 2017
... 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 accounts. ...
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. ...
ASIC toughens MDA suitability rules
KARREN VERGARA  |  THURSDAY, 14 SEP 2017
Platform providers and financial advisers offering a managed discretionary account (MDA) service should be mindful of the regulator cracking down on new suitability review requirements, a legal expert warns. Presenting at today's Financial Standard ...
MGP looking toward a better 2018
JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
... increase in the intensity of its growth strategy following its full year results release. The managed discretionary account (MDA) providers posted a normalised net profit before tax of about $1.47 million - a year-on-year increase of 19.8% - while its ...
Iceberg MDAs driving managed account FUM
JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
... by 5.94% to $10.1 billion. While IMAP chair Toby Potter conceded about $4.1 billion of the growth came as a result of new MDA provider participants in the FUM Census, he also hinted the amount held in MDAs could be much more substantial. "It's much harder ...
New super product for investment savvy
JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... providing financial advice clients with an alternative to traditional super vehicles. WealthO2, the fintech behind MA Operator and MDA Operator, has launched a range of software solutions including a new product named Super Simplifier. A sub-plan of ...
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 ...
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