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Showing 1 - 10 of 160 results for "MDA"

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to ...

BT Panorama hires long-serving Russell Investments executive

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
BT Panorama hired a long-serving Russell Investments executive to lead its managed accounts division. Tim Furlan is the new head of managed accounts at BT Panorama, stepping into the role vacated by Zac Leman in May. Furlan was most recently the managing ...

Evans and Partners uplifts MDA offering

KARREN VERGARA  |  MONDAY, 10 AUG 2026
... Evans and Partners chose Bloomberg's buy-side technology solution to expand its active bond managed discretionary account (MDA) offering. The wealth management firm, part of E&P Financial Group, will implement Bloomberg AIM as its order and investment ...

Frontier awards custody mandate for ICIO offering

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
... deliver investment advice and portfolio management capability through a scalable wholesale managed discretionary account (MDA) structure designed to support multiple underlying clients. Ironbark will be the MDA provider responsible for independent oversight ...

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 ...
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