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|Search Results||Showing 61 - 70 of 100+ results for "MDA"|
|... practice with full client engagement and ownership - a natural candidate for an integrated managed discretionary account (MDA) solution." All of these options present challenges for established advice businesses, but Harding-Davis believes that once ...|
|... understand the needs of their clients in order to identify the best means of achieving business sustainability in light of recent MDA class order revisions, according to Mason Stevens. The managed accounts provider welcomed the reforms made by ASIC last ...|
|... removal of the regulated platform no-action letter. Providers offering MDAs under the provision are now required to obtain an MDA specific operation licence by 1 October 2018. In obtaining the authorisation, the regulator has indicated it will give consideration ...|
|... higher. "Managed Accounts have been growing rapidly," said Toby Potter, Chair of IMAP. "However, because they can be SMAs, or MDA's or various other legal structures, it's been hard to be sure just how much is managed in this way." Speaking to Financial ...|
|MDA operator Managed Accounts Holdings (MGP) has released a white paper detailing the potential consequences of pending regulatory reform to the operation of managed accounts. The report, entitled 'The limited discretion clock is ticking', highlights ...|
|... solution for managed accounts and direct portfolios delivered under the Statement of Advice model and software for external MDA operators looking to improve efficiency. MA Operator is designed to lower costs and administration time for advisers by combining ...|
|... to HUB24 in due course. The superannuation transfer followed the transition of the e-Clipse Managed Discretionary Account (MDA) service, from March. HUB24 managing director Andrew Alcock said: "We're really pleased we've been able to launch the Fortnum ...|
|Self-licensed advisory firm Knight Financial Advisors has launched a new managed discretionary account (MDA) service built in partnership with listed managed account operator Managed Accounts Holdings (MGP). The service replaces the licensee's proprietary ...|
|... and Renouf & Partners Financial Planning - are planning to collectively transition $500 million in funds under advice to MDA services offered by Managed Accounts Holdings (MGP). As a result of this, MGP funds under administration (also known as managedaccounts.com.au) ...|
|... said. The managed accounts provider said that an additional 10 boutique licensees are in the process of launching the firm's MDA Service over the coming months. This lifts the number of licensees using it by 38%. A further three licensees with over $400 ...|
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Charities have called on the government to plan for a gradual transition of its stimulatory payments so as to avoid the loss of more than 200,000 jobs in the sector.
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A fund manager will remediate clients in eight funds after a recent review of its management costs identified a unit pricing error.
Equity Trustees has handed over the management of Newgate Real Estate and Infrastructure Fund to a new manager, as Newgate Capital announces its intention to retire from the fund.
Zurich Australia and OnePath Life announced donations to 20 charities with COVID-19 response funding.
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