MDA SERVICES

People & Products

IOOF has launched its new Managed Portfolio Service, a managed discretionary account solution, on its flagship platform, IOOF Pursuit. ...

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Funds management

Self-licensed Knight Financial Advisors has partnered with Managed Accounts Holdings to introduce an MDA service, which will see $300 million moved to the service. ...

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Financial planning

Independent advice groups are stepping away from platforms, opting for managed discretionary accounts instead, MGP reports....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 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 1 week 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...

3 weeks 2 days ago

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

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago