MDA SERVICES

People & Products

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

image
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. ...

image
Financial planning

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

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 3 weeks ago

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

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks ago