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Showing 1 - 10 of 156 results for "MDA"

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
... efficiency for Findex Group. Findex currently manages approximately $8.5 billion under its managed discretionary account (MDA) platform - carried out by Specialised Private Capital - and has appointed JPMAM as implementation manager for a tactical asset ...

Advice industry can't afford CSLR to be an 'unsustainable mess': FAAA

MATTHEW WAI  |  FRIDAY, 8 MAY 2026
... special Levy, and up to $1312 per adviser for the FY27 base levy. However, if your licensee is also a securities dealer, or an MDA operator, or an insurance distributor, you could be paying more," he said. He also lamented the broader issue involving ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... accounts (IMA) offering but will provide non-exclusive separately managed accounts (SMA) and managed discretionary accounts (MDA) solutions and continue to manage certain client portfolios directly where this structure is appropriate. It will support ...

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
Managed accounts assets jumped 23.2% to $232.8 billion in the year to 2024, the latest figures from the Institute of Managed Account Professionals (IMAP) show. The latest census, produced in conjunction with Milliman, reports separately managed accounts ...

IAM mandate grows to $130m

KARREN VERGARA  |  MONDAY, 10 MAR 2025
... will also launch a managed accounts offering in the investment-grade space and a BBSW +300 managed discretionary account (MDA) that will target investors wanting direct investments to replace their maturing listed hybrids. Last October, Perpetual Corporate ...

HUB24 engulfs ClearView's remaining superannuation business

KARREN VERGARA  |  WEDNESDAY, 19 FEB 2025
... 29% to $154 million, driven by FUA growth and an uplift in trading volumes. Some $2 billion of FUA relates to Xplore Wealth MDA, which will shutter by March 31. Looking ahead, HUB24 expects its platform FUA target to reach between $123 billion to $135 ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... him an invaluable addition to Lifespan." "Ian's expertise will be instrumental as we continue to enhance and expand our MDA and Managed Portfolio Service offerings to advisers and their clients." According to Rainmaker information, Lifespan had 290 ...

HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options. The Xplore Wealth MDA has around $2 billion in funds under administration ...

Fidelity makes key sales appointments

ELIZABETH FRY  |  WEDNESDAY, 6 NOV 2024
... market. At Lonsec, he was chief investment officer and oversaw $8 billion in multi-asset and equities self-managed accounts and MDA portfolios. Before that, he led the research house's investment consulting division. Previously, de Pourbaix was a ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... Financial also has the highest number of advisers who provide risk advice at 182. The largest managed discretionary account (MDA) services advice businesses based on adviser headcount are Shaw & Partners (190), Findex (102), Shadforth Financial Group ...
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