|Search Results||Showing 1 - 10 of 100+ results for "MDA"|
|... Beach and distributed here by Contango. The mandate will sit in Lifespan's $400 million managed discretionary accounts (MDA), which uses about 20 external managers to create funds with five risk profiles for its advice clients. The external managers ...|
|... management. An ASIC spokesperson previously told Financial Standard the regulator has obtained information from a number of MDA providers over the course of the review to consider the "drivers and motivations" behind the growth in popularity of MDAs. ...|
|... research houses." The letter explained the obligations of the issuer of a managed account, either a responsible entity or MDA Provider, in ensuring the portfolios are managed properly and the creation of portfolio management teams and investment committees. ...|
|... to sit tight while the corporate regulator compiled a discussion paper based on the questionnaire which hit the desks of MDA players in October last year, as revealed by Financial Standard . "I'd say just wait and see," he said. "The history with ...|
|... (MDAs). The regulator said it is reviewing MDAs and as part of that review has demanded certain information from platforms and MDA providers - including information in regards to fees. Nejasmic was previously head of sales at Xplore Wealth, a platform ...|
|... MDAs as a licence to do what you want on a platform. That finally got outlawed about 18 months ago so people had to get an MDA licence or align with a provider. Some have strong governance but some don't. It's slowly tightening up." Bignill believes ...|
|The additional conditions imposed on AMP Financial Planning's managed discretionary account (MDA) licence has resulted in so many constraints on financial advisers that the offering is reportedly "unusable". A source told Financial Standard that AMP ...|
|... said retail inflows being down were a direct result of the Royal Commission, which impacted one of the larger clients in the MDA business leading to significant outflows over the quarter. The group also said it lost a client in Melbourne, which contributed ...|
|Third-party managed discretionary account provider Philo Capital Advisers launched an MDA service with a Melbourne-based advisory. Strategic Wealth linked with Philo Capital Advisers to implement an MDA service featuring BT Panorama, investment consulting ...|
|... managed discretionary account service. Managed Accounts Holdings will work with First Point Wealth Management to set up an MDA service. The move comes as First Point Wealth Management launches a range of multi-asset portfolios for financial planners ...|
The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed.
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%.
A three-day trial has been scheduled for the landmark case brought against Rest by member Mark McVeigh.
A retail superannuation fund has dropped the investment fees on three options by 10 bps to 19 bps, with its chair saying the cuts will help it be more competitive.
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