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Showing 51 - 60 of 73 results for "managed discretionary accounts"

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
The amount of money pouring into managed discretionary accounts has seen the total funds under management in managed accounts rise 22.5% in just six months. According to the FUM Census from the Institute of Managed Account Professionals, as at 30 June ...

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
Managed discretionary accounts provider MA Operator launched a platform aiming to be a low-cost alternative to traditional wraps and the unlisted managed funds platform mFund. MA Operator co-founder Shannon Bernasconi said uXchange enables advisers ...

ASIC bans former Westpac adviser

EMMA RAPAPORT  |  THURSDAY, 8 JUN 2017
... Synergy Financial Markets, a Sydney-based firm which trades equities and derivatives through two managed discretionary accounts for making false or misleading statements. According to the regulator, Synergy stated several times on its website that investors ...

Republic Capital chief executive departs

ALEX BURKE  |  THURSDAY, 20 APR 2017
... specialising in automated investments via its platform, Republic Wealth. The platform employs robo-advice, managed discretionary accounts and full-service advice.

Investment manager and advice group join forces

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
... individual advisers, and recently developed its own funds management offering including the provision of managed discretionary accounts and separately managed accounts.

Former Calastone MD launches fintech solution

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
... solution for financial advisers. MA Operator aims to provide advisers with a complete service for managed discretionary accounts (MDAs), a complete solution for managed accounts and direct portfolios delivered under the Statement of Advice model and ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... vehicle makes it difficult to draw any conclusions. "We're an MDA operator," he says, referring to managed discretionary accounts, which are wholly customised and personalised to the individual investor. "There are over 190 MDA operators like us around ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... MultiPort. The report notes that the managed accounts market spans a spectrum of offerings encompassing managed discretionary accounts, individually managed accounts, separately managed accounts and unified managed accounts. A major feature of the report ...

MDAs allow small players to act as large instos

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
The technology behind managed discretionary accounts (MDA) allows small investment players to act as if they had the scale of the industry's large institutions, SS&C Technologies head of Australia and New Zealand Nadine Moore said. Speaking at the inaugural ...

Age of the billion-dollar financial adviser

MICHELLE BALTAZAR  |  MONDAY, 18 AUG 2014
... edition of FS Managed Accounts - The Journal for Managed Account Professionals. Having worked on managed discretionary accounts (and its precursor in the early 90s), Crowne discusses where an MDA worked in turning a client's portfolio from $1.9m to $1.4m ...