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Showing 1 - 5 of 5 results for "MDA structure"

Results of ASIC MDA review imminent

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
The Institute of Managed Accounts Professionals (IMAP) has released its submission to ASIC as the regulator reviews managed accounts, with a special focus on managed discretionary accounts (MDAs). This comes ahead of the results of ASIC's review of ...

Melbourne advisory launches MDA

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
... from JANA and Antares as the direct equity model manager. Strategic Wealth managing director Peter Wilson said the MDA structure allows the firm to rebalance client portfolios regularly, quickly and equitably. "We are very excited about the benefits ...

Advisers looking to offer MDA services

STAFF WRITER  |  TUESDAY, 4 AUG 2015
... discretionary account (MDA) operator Managed Account Holdings Limited (MGP) has noted a significant increase in the MDA structure from advice firms. In a statement, it noted that ten new advice firms have signed an agreement with MGP this year to provide ...

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
... that both firms have previously administered client portfolios off platform but have seen the need to migrate to a MDA structure for advice efficiency as well as administration efficiency." Established in 2004, managedaccounts.com.au is a specialist ...

GPS Wealth launches a new MDA

HARRY PAGE  |  THURSDAY, 27 FEB 2014
... opposed to before at 1.5%. There are expectations from the group that 60% of funds under advice will shift into a MDA structure over the next few years. "Platforms and managed funds are still very expensive and inflexible, and our philosophy is to add ...
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