MDA

Financial planning

With SMAs and MDAs being “the most powerful strategy” advisers can employ in their business, this CEO examines why the latter offers a sweet spot between efficiency and c...

Financial planning

Managed account solutions at Insignia Financial have hit $10 billion in funds under management as it adds 11 model portfolios to Expand....

Funds management

Clime Investment Management will transfer management of around $270 million of funds under management in the SMA/MDA space to Ralton in exchange for a 75% shareholding....

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Managed account growth has continued throughout the COVID-19 pandemic...

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Funds management

Having just surpassed $100 billion in funds under management, the industry could hit the $200 billion milestone in three years, according to IMAP....

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People & Products

It has hired Brian Long as senior investment specialist – managed accounts to help support Lifespan’s managed discretionary account range....

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Guides

Managed accounts structures demonstrate maturity in face of COVID-19...

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People & Products

Endorphin Wealth Management has a launched a new managed discretionary account service in collaboration with Oreana Portfolio Advisory Services, Lifespan Financial Planni...

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Features

While managed accounts have been steadily growing in Australia, there are still a number of advisers who have doubts when it comes to outsourcing their investment process...

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Funds management

Managed accounts, and particularly separately managed accounts, grew strongly in the second half of last year, according to the latest IMAP/Milliman managed accounts cens...

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Financial planning

The Australian Securities and Investments Commission has announced that AMP Financial Planning has been required to stop providing managed discretionary account services....

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Guides

The question confronting the managed accounts sector is whether increased regulatory scrutiny will act as a brake to its recent rapid growth?...

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Financial planning

Advisers need to make a considered decision when using MDAs and need an offering that allows them to be flexible for the different circumstances of their clients, Xplore ...

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Features

Laura Dew explores how the managed account space could change in the future as the industry awaits the conclusion of an ASIC review of the sector....

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Financial planning

Philo Capital Advisers has launched a managed discretionary account service designed for Melbourne-based advisory business Strategic Wealth. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 4 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 4 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 3 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

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