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Showing 71 - 80 of 143 results for "MDA"

2018 Financial Standard Investment Leadership Awards

JOHN DYALL  |  FRIDAY, 22 DEC 2017
... investment solutions such as separately managed accounts (SMA), model portfolios and more bespoke managed discretionary accounts (MDA). And while these newer channels may for now be getting most of the media attention this will stir renewed interest ...

Financial Standard names Investment Leadership Award winners

KARREN VERGARA  |  FRIDAY, 15 DEC 2017
... investment solutions such as separately managed accounts (SMA), model portfolios and more bespoke managed discretionary accounts (MDA)," Dyall said. "And while these newer channels may for now be getting most of the media attention, this will stir renewed ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... whether you're a financial adviser or an investment manager becomes blurred, Martinis said. "In some cases, depending on the MDA operator that you're partnering with, you end up signing a Wholesale Investment Management Agreement and you're no longer ...

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... enabled managed accounts to go mainstream. We are really pleased with the enthusiastic feedback and take-up of our SMA and MDA solutions." According to the BT/Investment Trends Managed Accounts Research Paper, adoption of managed accounts has increased ...

Managed Accounts Holdings acquires competitor

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
... formal agreements, it is not possible to determine the potential increase in MGP's funds under administration arising for a new MDA or superannuation service," the ASX statement read. Upon completion of the process MGP earns administration fees on the ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... that host 580 unique managed portfolios and offered via 128 investment managers. Dunnin said managed discretionary accounts (MDA) advice authorisation is the fastest growing segment of the adviser community, currently making up 60% of managed accounts. ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
... presented the findings at today's Financial Standard Managed Accounts Best Practice Forum, said managed discretionary accounts (MDA) advice authorisation is the fastest growing segment of the adviser community, currently making up 60% of managed accounts. ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
Platform providers and financial advisers offering a managed discretionary account (MDA) service should be mindful of the regulator cracking down on new suitability review requirements, a legal expert warns. Presenting at today's Financial Standard ...

MGP looking toward a better 2018

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
... increase in the intensity of its growth strategy following its full year results release. The managed discretionary account (MDA) providers posted a normalised net profit before tax of about $1.47 million - a year-on-year increase of 19.8% - while its ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
... by 5.94% to $10.1 billion. While IMAP chair Toby Potter conceded about $4.1 billion of the growth came as a result of new MDA provider participants in the FUM Census, he also hinted the amount held in MDAs could be much more substantial. "It's much harder ...