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Showing 71 - 80 of 156 results for "MDA"

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 6 JUL 2018
... the most popular are offered through more than one managed account or platform administrator. About 2000 advisers are now MDA authorised, Rainmaker noted. The Financial Standard Best Practice Forum on Managed Accounts will be held on Tuesday, 11 September ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
... other investment options. HUB24's advanced managed portfolio functionality allowed Fitzpatricks to replicate its existing MDA offer to provide a sophisticated solution for advisers and their clients, McMurdo added. The replica includes HUB24's ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution for Fitzpatricks' current MDA offering. Fitzpatricks group managing director John McMurdo said HUB24 built a tailored solution that offers advisers access ...

MDA provider makes key hires

JAMIE WILLIAMSON  |  TUESDAY, 1 MAY 2018
A $12.8 billion listed MDA provider appointed a new head of operations and head of product to its leadership team. Managed Accounts Holdings (MGP) has brought Craig Semmens on as head of operations for the Linear side of the business. He will provide ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... details. Orr's line of questioning also revealed 84% of the total funds under advice at Henderson Maxwell are managed in a custom MDA offering provided by Managed Account Holdings (MGP) - a company in which Henderson himself held an interest for some ...

MGP responds to Henderson's RC hearing

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... 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 Rowena Orr outlined that about 70% of Henderson Maxwell's ...

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
... start owning the development process of important tools and applications," Corben said. The association is also talking with MDA providers on the technology initiative as it will provide a very efficient and scalable means of meeting their own compliance ...

Fortnum lands investment veteran as chairman

KANIKA SOOD  |  THURSDAY, 5 APR 2018
... 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 - along with the ...

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... IDPS platforms which hold $15 billion or 25% of the market. The third and largest segment is managed discretionary accounts (MDA), which are more open architecture managed accounts where the investor has authorised their adviser to manage their portfolio ...