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Showing 81 - 90 of 153 results for "Managed Discretionary Account"

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
An advice association is calling on independent and non-aligned financial advisers to get involved in designing and building better software for the delivery of goals-based advice. The Association of Goals Based Advice is inviting advisers to participate ...

Fortnum lands investment veteran as chairman

KANIKA SOOD  |  THURSDAY, 5 APR 2018
... institutions in 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 ...

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
The managed accounts sector climbed 46% last year to reach $57 billion by December 2017, according to the latest Institute of Managed Account Professionals market census. The results show that managed accounts are growing three times faster than other ...

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
The 2018 Financial Standard Investment Leadership Awards recognise investment strategies that showcase all the qualities investors are looking for in an investment manager in an evidence-based and transparent way. Investment leadership is not only about ...

Financial Standard names Investment Leadership Award winners

KARREN VERGARA  |  FRIDAY, 15 DEC 2017
Financial Standard is proud to announce the winners of its first Investment Leadership Awards in recognition of investment managers' strategies that have persistently delivered outstanding investment solutions and outcomes. The Investment Leadership ...

Managed accounts now available via FirstChoice

JAMIE WILLIAMSON  |  TUESDAY, 21 NOV 2017
Managed accounts are now live on Colonial First State's FirstChoice platform, providing a level of portfolio control typically associated with managed discretionary accounts. The latest platform enhancement to be rolled out by CFS sees more than 100 ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney ...

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... client record of advice generation," Rees-Evans said. WealthO2 was established in 2015, providing managed discretionary account services and expanded to managed accounts solutions the following year. In June, the group launched the uXchange platform ...