Search Results | Showing 1 - 10 of 143 results for "MDA" |
| | ... help drive FUM growth. MDAs are continuing to grow too helped by the tailoring, efficient implementation, and operation of MDA programs." "The widespread adoption of managed accounts by licensees, their advisers, and by their clients is creating efficiencies ... |
| | | The number of financial advisers authorised to advise on managed discretionary accounts (MDAs) has dropped just 6.1% in the past three years, despite the total number of advisers falling much more. According to analysis by Rainmaker Information, there ... |
| | | ... under management across its range of managed account solutions. About 55% of this is held in managed discretionary accounts (MDA) on Expand Extra, it said. Meantime, about $1.3 billion is held in the separately managed accounts (SMA) managed by MLC Asset ... |
| | | ... (SMA) comprise the bulk of the FUM at $94.9 billion, growing a whopping 34% year on year. Managed discretionary accounts (MDA) assets stood at $50.9 billion, remaining flat compared to the prior period. Funds under management grew 10% in the six months ... |
| | | ... AFSL of Olive Financial Markets Pty Ltd (Olive). Between 2013 and 2018, Olive operated both a managed discretionary account (MDA) service and a superannuation rollover business. In March 2020, ASIC cancelled the AFS licence of the Gold Coast-based financial ... |
| | | According to Rainmaker data, separately managed accounts' (SMA) footprint in the managed account sector has risen dramatically in two years. SMAs funds under advice (FUA) in the past two years increased 151%. Meanwhile, managed discretionary accounts ... |
| | | ... products that are offered to the more than 250 financial advisers in the Lifespan advice community. It also manages the Lifespan MDA & Managed Portfolio Solution, as well as the six portfolios offered through Lifespan's direct investment platform ... |
| | | ... solutions, including tailored SMAs that can be designed to unique needs of advisers and their clients. For businesses with a MDA licence, we'll deliver institutional rebalancing capabilities to allow them to manage portfolios centrally and efficiently." ... |
| | | ... solutions, including tailored SMAs that can be designed to unique needs of advisers and their clients. For businesses with a MDA licence, we'll deliver institutional rebalancing capabilities to allow them to manage portfolios centrally and efficiently." ... |
| | | Lonsec is expanding its market reach with the acquisition of specialist MDA provider Implemented Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately ... |
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