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Showing 1 - 10 of 100+ results for "MDA"

Platform co-founder departs

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... managing director of Calastone Australia to co-found what is now known as WealthO2 in 2015. In 2016, WealthO2 launched WealthO2 MDA and WealthO2 Managed Accounts to bring automation to compliance, execution processing, broker data connectivity, rebalancing ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
WealthO2 has introduced a managed discretionary account with several top managed account investment managers. The MDA includes the expertise of investment managers including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 ...

Class to dump MDA investment

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
... Philo Capital is not in the best interests of Class shareholders. "Although Class acknowledges the growth opportunity in the MDA space, the Philo Capital business model is not focused on delivering world-class technology to the wealth accounting ecosystem," ...

Lifespan appoints investment expert

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
... essential," he said. Long said: "One of the reasons I was attracted to Lifespan is that it is one of Australia's most experienced MDA operators, having offered MDAs to advisers and their clients for more than 15 years. Recent times have clearly highlighted ...

Managed accounts prop up platforms

ANNABELLE DICKSON  |  FRIDAY, 16 APR 2021
The growth of managed accounts is the only segment of the platform market that has developed and without them platforms would be going backwards, new research shows. Rainmaker Information's latest Wholesale Advantage Report for the December 2020 quarter ...

Multiples paid for client books dip

KARREN VERGARA  |  WEDNESDAY, 31 MAR 2021
... superannuation, risk insurance and financial advice, is valued at $20,000. A vanilla AFSL with a managed discretionary account (MDA) facility would go for $50,000. Adding an options and derivatives trading capability to the latter would fetch between ...

Dexus establishes JV for Sydney building

ANNABELLE DICKSON  |  MONDAY, 22 MAR 2021
The commercial real estate group has entered a joint venture with Singapore-based property group Mercatus Co-operative to acquire a stake in an office building in Sydney's central business district. The Mercatus Dexus Australia Partnership (MDAP) will ...

HUB24 searches for new director

KANIKA SOOD  |  FRIDAY, 5 MAR 2021
The $1.3 billion market cap platform business is searching for a new non-executive director, as its longest-serving board director retires. Ian Lister has notified HUB24 of his intention to retire, effective today. HUB24 said it has commenced a search ...

New MDA offering launched

ELIZA BAVIN  |  WEDNESDAY, 2 DEC 2020
Lifestyle Asset Management will introduce a new Managed Discretionary Advice (MDA) service to its authorised representative network and announced the appointment of an investment management coach. Lifestyle's MDA will launch a service pilot and invite ...

HUB24 to acquire Xplore, offloads Paragem

ELIZA BAVIN  |  WEDNESDAY, 28 OCT 2020
... attractive takeover premium and to retain exposure to the platform industry. He said clients and partners using its platform and MDA services will benefit from the continued development of the platform. The takeover process is anticipated to be completed ...
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