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Search ResultsShowing 1 - 10 of 100+ results for "MDA"
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 ...
Lifespan adds MDAs to BT Panorama
KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... in Australia is a great way to do that," said Lifespan chief executive Eugene Ardino. "We will also be making our bespoke MDA and model portfolio options available to the broader adviser community via Lifespan Partnership, our support service for existing ...
Managed accounts inch to $80bn
KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
Managed accounts assets continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19. The Institute of Managed Account Professionals' latest census found asset growth for the sector was stable, reaching $79.71 billion ...
ASIC delays RG97 again
KARREN VERGARA  |  THURSDAY, 10 SEP 2020
... life insurance products, and operators of investor directed portfolio services (IDPSs) and managed discretionary account (MDA) services. "Trustees can choose to opt-in to the regime from 30 September 2020 for PDSs and 1 July 2020 for periodic and exit ...
Perpetual executive jumps to Xplore
ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
... said. "Neil's 21 years' experience in wealth management, including his expertise in managed discretionary accounts (MDA) and superannuation will be instrumental in supporting our clients across our entire business including our RSE, Aracon Superannuation. ...
SS&C secures platform mandate
HARRISON WORLEY  |  MONDAY, 6 APR 2020
... platform, and had previously used SS&C's GWP to manage the end-to-end investment process of its managed discretionary account (MDA) arm. According to Xplore chief executive Mike Wright, the firm is confident the cloud-based product can scale to support ...
Portfolio rebalancing should be timed: Xplore
ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
Extreme market volatility has left many portfolios in need of some rebalancing but investors should be cautious of their timing while volatility remains high, according to Xplore Wealth chief executive Michael Wright. "We have seen over the last four ...
IMAP not anticipating regulatory overhaul
ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
The chair of IMAP does not expect a major overhaul of the managed accounts space when ASIC's focus returns to the MDA review. Earlier this week, ASIC announced the MDA review is being put on hold , after "recalibrating" its regulatory priorities as ...
Xplore Wealth outlines 2020 plans
ALLY SELBY  |  FRIDAY, 21 FEB 2020
... releases its results for the 1H2020 financial year. Xplore is set to release three new products in 2020, including a wholesale MDA product which will allow access to unregistered schemes due to launch in February. In the third quarter, Xplore will launch ...
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