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Showing 61 - 70 of 156 results for "MDA"

Platform provider wins mandate

KANIKA SOOD | WEDNESDAY, 10 APR 2019

... managed discretionary account service. Managed Accounts Holdings will work with First Point Wealth Management to set up an MDA service. The move comes as First Point Wealth Management launches a range of multi-asset portfolios for financial planners ...

ASIC approves AMP for MDAs

HARRISON WORLEY | TUESDAY, 9 APR 2019

... provide MDAs. Since September 2016, licensees have been transitioning away from ASIC's previous no-action position on MDA services, to modified licenses allowing them to deal in MDAs on regulated platforms. That transitionary period expired in 2018 ...

AMP overhauls wealth leadership

ELIZABETH MCARTHUR, JAMIE WILLIAMSON | THURSDAY, 4 APR 2019

... Financial Planning's AFSL. ASIC granted AMPFP's application to vary its AFS licence to provide managed discretionary account (MDA) services after which time ASIC conducted surveillance of AMPFP's MDA services and advice business. This involved on-site ...

Class makes managed accounts play

JAMIE WILLIAMSON | TUESDAY, 5 MAR 2019

Class is investing $4 million in an MDA service provider, with an option to take full ownership of the company down the track. Investing in Philo Capital Advisers, Class will provide software to support the company's offering, including services to ...

ASIC terminates managed accounts provider AFSL

KARREN VERGARA | FRIDAY, 1 FEB 2019

... practices. Jade Capital advertised misleading information on returns, fees and costs, performance history and results relating to MDA strategies on its website and video presentation, ASIC said. ASIC determined the advertised MDA returns were "likely ...

Advice groups sign on to HUB24

KANIKA SOOD | WEDNESDAY, 9 JAN 2019

... December, HUB24 completed transitioning $725 million of Fitzpatrick Private Wealth's assets under management from its in-house MDA solution to a white-labelled solution of the HUB24 platform. On November 30, HUB24 said it would deliver a custom platform ...

ASIC sharpens focus on managed accounts

KARREN VERGARA | TUESDAY, 18 DEC 2018

... advising on managed accounts. It has been working through a number of other issues that affect members, one of which includes MDA documentation. The Regulatory Group held consultations at ASIC's Sydney offices in October and discussed issues that included ...

Limited MDA deadline closes in

KARREN VERGARA | WEDNESDAY, 8 AUG 2018

... arrangements by now, but the truth is many are still lagging behind, according to IMAP chair Toby Potter. With the limited MDA changes taking effect on 1 October 2018, it's too late to apply for a full licence as the process takes up to 12 months ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR | WEDNESDAY, 1 AUG 2018

... available less than two years ago," he said. "This rapid expansion is even before we look at the managed discretionary advice (MDA) segment that is now reaching more than 2000 authorised representatives or financial advisers." According to the 2017 Financial ...

Managed accounts expert expands new platform

KARREN VERGARA | WEDNESDAY, 11 JUL 2018

A former Mason Stevens executive is joining a fintech that's offering investment and managed accounts solutions, as well as a new superannuation product. Spitfire Corporation appointed David Storm as its head of distribution, tasked with the sales ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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