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Search ResultsShowing 71 - 80 of 100+ results for "MDA"
FEATURE: Managed accounts - more than meets the eye
ALEX BURKE  |  FRIDAY, 4 SEP 2015
... in Australia, but because the very nature of the investment 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 ...
Executive appointment round-up
DARREN SNYDER  |  FRIDAY, 7 AUG 2015
... executives - OneVue has made two senior appointments from Nikko Asset Management and BNP Paribas. FIIG launches fixed income MDA service - FIIG Securities has appointed former head of fixed income at Dixon Advisory Funds Management, Alwyn Hung, to lead ...
FIIG launches fixed income MDA service
DARREN SNYDER  |  WEDNESDAY, 5 AUG 2015
FIIG Securities has appointed former head of fixed income at Dixon Advisory Funds Management, Alwyn Hung, to lead a new managed accounts service for bonds. Hung joins FIIG as the senior portfolio manager of cash and fixed income for the Managed Income ...
Advisers looking to offer MDA services
STAFF WRITER  |  TUESDAY, 4 AUG 2015
Managed discretionary account (MDA) operator Managed Account Holdings Limited (MGP) has noted a significant increase in the MDA structure from advice firms. In a statement, it noted that ten new advice firms have signed an agreement with MGP this year ...
Advice firm ditches platform, adopts MDA
STAFF WRITER  |  TUESDAY, 26 MAY 2015
... professionals, realised that most of its clients "are time poor and they want us to manage their financial affairs. We believe the new MDA solution will dramatically lift efficiency and help us add significant value for clients. This will ultimately ...
Netwealth launches multi asset MDA
LAURA MILLAN  |  TUESDAY, 14 APR 2015
Netwealth has launched a managed discretionary account (MDA) that provides investors and advisers with access to a range of multi-asset investment models. Assets held in the selected models are reviewed and rebalanced automatically and according to ...
Paradigm acquires Melbourne-based practice
MARK SMITH  |  TUESDAY, 7 OCT 2014
... for high net worth investors and self-managed superannuation funds, though most investments were managed off-platform. "An MDA isn't suitable for every client but for investors with over $250,000 in investable assets, it allows us to build a tailored ...
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
... 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, a property plus $3.3m over a 23-year period. His journey and ...
Advice firm chooses MDAs over platforms
LAURA MILLAN  |  TUESDAY, 8 JUL 2014
... Planning will transfer the majority of its funds under advice from traditional platforms onto a managed discretionary account (MDA) structure. The firm has about 350 clients and $160 million in assets under advice. It currently uses Westpac's Asgard ...
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