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Showing 61 - 70 of 137 results for "Managed Discretionary Account"

Limited MDA deadline closes in

KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
Financial advisers operating under a limited managed discretionary account should have made other formal 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 ...

IOOF continues organic growth trajectory

JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
IOOF is celebrating record financial results, driven largely by its financial advice and platforms businesses and the execution of multiple acquisitions as recent as June. IOOF reported a record underlying profit after tax of $191.4 million for FY18 ...

MGP responds to Henderson's RC hearing

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... admission by Henderson that for some time he held an interest in Managed Account Holdings (MGP), the managed discretionary account provider through which Maxwell Henderson runs its custom MDA offering. During Henderson's testimony, Senior Counsel Assisting ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... proprietary digital advice technology and portfolio management capabilities via the robo-adviser's managed discretionary account (MDA) service. Clover chief executive and co-founder Sahil Kaura said CHOIS user data will be algorithmically analysed to ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
An advice association is calling on independent and non-aligned financial advisers to get involved in designing and building better software for the delivery of goals-based advice. The Association of Goals Based Advice is inviting advisers to participate ...

Fortnum lands investment veteran as chairman

KANIKA SOOD  |  THURSDAY, 5 APR 2018
... institutions in a career spanning 30 years. Douglas's appointment comes as Fortnum pushes for growth in its managed discretionary account (MDA) services. Fortnum currently advises on $5 billion with about 100 advisers across Australia. The appointment ...

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
The managed accounts sector climbed 46% last year to reach $57 billion by December 2017, according to the latest Institute of Managed Account Professionals market census. The results show that managed accounts are growing three times faster than other ...

Crunch time for limited MDA advisers

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
Financials advisers have less than seven months to transition clients and beat the limited managed discretionary account (MDA) deadline. According to Managed Accounts Holdings (MGP) head of distribution Tony Nejasmic, the no-action position on limited ...

IOOF licensee launches MDA solution

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
An IOOF-aligned dealer group is introducing a new managed discretionary account service to its adviser network. Lonsdale Financial Group has launched Managed Portfolio Service on the Asset Administrator platform, its white label of BT Panorama. The ...

2018 Financial Standard Investment Leadership Awards

JOHN DYALL  |  FRIDAY, 22 DEC 2017
The 2018 Financial Standard Investment Leadership Awards recognise investment strategies that showcase all the qualities investors are looking for in an investment manager in an evidence-based and transparent way. Investment leadership is not only about ...