Search Results | Showing 1 - 10 of 73 results for "managed discretionary accounts" |
| | | ... managed accounts (IMA) offering but will provide non-exclusive separately managed accounts (SMA) and managed discretionary accounts (MDA) solutions and continue to manage certain client portfolios directly where this structure is appropriate. It will ... |
| | | | ... On its website, Pulse Markets said it specialises in ECMs/corporate advisory, derivatives, and managed discretionary accounts, providing "a range of options" for self-managed superannuation funds (SMSF), sophisticated, and institutional investors. In ... |
| | | | ... Young's 6000 client accounts and $700 million in funds under management, including $180 million in managed discretionary accounts. The Baker Young brand will be retained as a division within Equity Story, with co-founders and joint managing directors ... |
| | | | ... holding 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 ... |
| | | | ... sector, separately managed accounts (SMA) continue to command the bulk of FUM at $129 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 ... |
| | | | ... $50.3 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 ... |
| | | | 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 ... |
| | | | ... funds 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 ... |
| | | | ... accounts (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 ... |
| | | | ... financial advice, superannuation, risk, and negative gearing currently has a market value of $20,000. Managed discretionary accounts plus a basic AFSL goes for $40,000. Forex trading plus a basic AFSL fetches $500,000 or more. There are currently two ... |
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