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Showing 1 - 10 of 54 results for "MDAs"

Managed accounts sector grows to $233bn

KARREN VERGARA | TUESDAY, 11 MAR 2025

... the largest market share of 64% or $148 billion. The SMA asset pool grew 36% year on year. Managed discretionary accounts (MDAs) account for 25% of total assets or $58.3 billion, rose 5% year on year. IMAP chair Toby Potter said there is no doubt that ...

Managed account FUM passes $200bn

MATTHEW WAI | WEDNESDAY, 9 OCT 2024

... billion, while managed discretionary accounts (MDA) and other services hold $52.4 billion and $24.2 billion respectively. "MDAs are 25.4% of the market funds under management, with steady demand for the tailored portfolios offered via MDAs," Potter said. ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON | TUESDAY, 12 MAR 2024

... billion. The bulk is held in separately managed accounts (SMAs), being $108.82 billion, while managed discretionary accounts (MDAs) hold $61.64 billion. In the 12 months to 31 December 2023, these numbers went up 35% and 23.1% respectively. Inflows in ...

MDA authorisations remain steady amid exodus

JAMIE WILLIAMSON | WEDNESDAY, 14 FEB 2024

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 ...

Insignia's managed account FUM swells

STAFF WRITER | MONDAY, 23 OCT 2023

... separately managed accounts (SMA) managed by MLC Asset Management on MLC Wrap. The month of September saw record flows for both MDAs and SMAs, Insignia said, clocking $248 million in net flows. "We are pleased to see the uptake in our managed account ...

Managed accounts dominated by SMAs

ANDREW MCKEAN | WEDNESDAY, 21 DEC 2022

... two years. SMAs funds under advice (FUA) in the past two years increased 151%. Meanwhile, managed discretionary accounts (MDAs) increased by 44% over the same period. SMAs three to one growth ratio has caused its segment share to jump from 36% to 52%. ...

Managed account market reaches $175bn

CHLOE WALKER | FRIDAY, 27 MAY 2022

... Managed discretionary accounts make up 40% of FUA while other IDPS wrap investment schemes hold 8%. "SMAs are taking over from MDAs because they are easier for financial advisers to offer to their clients, requiring less complex regulation," Dunnin said. ...

Lifespan appoints investment expert

KARREN VERGARA | FRIDAY, 18 JUN 2021

... of the reasons I was attracted to Lifespan is that it is one of Australia's most experienced MDA operators, having offered MDAs to advisers and their clients for more than 15 years. Recent times have clearly highlighted the benefits of managed accounts ...

Managed accounts prop up platforms

ANNABELLE DICKSON | FRIDAY, 16 APR 2021

... research shows separately managed accounts (SMAs) hold almost half the market followed by managed discretionary accounts (MDAs) at 30%, with the remaining 22% being in the 'other' category. SMAs are expected to continue strong growth at a rate of 10 ...

HUB24 searches for new director

KANIKA SOOD | FRIDAY, 5 MAR 2021

... by Ian Lister, Darren Pettiona and Suwandi Tan to provide an administration platform for Managed Discretionary Accounts (MDAs) and similar complementing services.

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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