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Showing 81 - 90 of 156 results for "MDA"

MGP partners with advice firm

JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
Managed Accounts Holdings is adding $160 million in funds to its new MDA Service offering through a new partnership. Independent financial advice firm Bennett & Co has implemented the platform's MDA Service after a competitive review process to support ...

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
... 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. ...