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Showing 61 - 70 of 75 results for "managed discretionary accounts"

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 ...

ASIC drops planned MDA changes

JAMES FERNYHOUGH  |  THURSDAY, 6 MAR 2014
Planned changes to the regulation of managed discretionary accounts (MDAs) will not go ahead, the Australian Securities and Investments Commission (ASIC) has announced. In a consultation paper released in March last year, ASIC put forward a lengthy ...

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
Managed discretionary accounts (MDA) could be a key area for financial planners wanting to add value to their service offerings in the post-FoFA world, according to Brett Sanders, joint chief executive of Philo Capital Advisers. Sanders said that the ...

SMSFs urged to consider transparent alternatives to managed funds

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
... keep tabs on their investments, are being urged to consider separately managed accounts (SMAs) and managed discretionary accounts (MDAs). SMSF solution provider Xpress Super announced yesterday that it had added Macquarie's separately managed account ...

MDA guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
... and fund managers welcome the Australian Securities and Investments Commission (ASIC) review of Managed Discretionary Accounts (MDA) guidance as it will bring coherence and consistency to an under-regulated sector. "The review is a good thing because ...

Managed accounts set for an overhaul

LAURA MILLAN  |  MONDAY, 11 MAR 2013
... of the Australian Securities and Investments Commission (ASIC) consultation paper outlining how Managed Discretionary Accounts (MDA) should be operated. Industry players have until 19 April to submit their views with the final regulatory guide released ...

Managed accounts get FOFA boost

ELISE BURGESS  |  TUESDAY, 6 DEC 2011
Managed Discretionary Accounts are reaping some benefits from the introduction of FOFA as advisers turn to new investment vehicles, recording $150 million of inflows during the five months to November 30 for IAS. Investment Administration Services (IAS) ...

Industry uncertainty limits MDAs

ELISE BURGESS  |  THURSDAY, 28 JUL 2011
Lack of compliance understanding and industry-wide consensus is hindering advisers from using managed discretionary accounts to their full potential, but new reforms may soon push them into the spotlight, said Institute of Managed Accounts Providers. ...

MDAs to expand SMSF footprint

ELISE BURGESS  |  TUESDAY, 15 MAR 2011
Managed discretionary accounts (MDA) operator, Investment Administration Services (IAS) has reported a surge in interest from adviser dealer groups over the last two years - particularly from those that cater for SMSFs. IAS enables advisers to manage ...