Managed Accounts announces leadership changes

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Managed Accounts Holdings Ltd (ASX: MGP) announces that Chief Executive Officer (CEO), Mr David Heather, will leave the MGP Group on 10 May 2019. Mr Heather has been with MGP and

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Moneysoft and managedaccounts.com.au join forces to help advisers drive efficiency and client engagement

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Moneysoft has partnered with managedaccounts.com.au to offer its personal money management solutions to all financial planning practices using the ASX-listed online platform provider. Under the agreement, advisers receive preferential pricing

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Managed Accounts firms timetable for Linear merger

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Managed Accounts Holdings Limited (ASX: MGP or “Managed Accounts”) has revised the execution timetable for its merger with Linear Financial Holdings (“Linear”). Chief Executive of Managed Accounts David Heather said

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Managed Accounts proposed merger with Linear Financial

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Managed Accounts Holdings Limited (“Managed Accounts”) (ASX: MGP) is pleased to announce it has submitted a non-binding conditional proposal to undertake a merger with Linear Financial Holdings Pty Ltd (“Linear”)

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Managed Accounts Holdings posts $1.47m NPBT

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Managed Accounts Holdings Limited (managedacaccounts.com.au, ASX:MGP), one of Australia’s leading managed discretionary account (MDA) providers, has posted a normalised net profit before tax of approx. $1.47 million for the year

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managedaccounts.com.au invests in platform upgrades to support advisers

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A new cloud-based solution announced yesterday by managedaccounts.com.au promises to transform the adviser and investor experience through a market leading intuitive front-end. ASX listed managed discretionary account (MDA) provider, managedaccounts.com.au

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Confronting report warms advisers imminent regulatory changes will address the industry’s ‘sleeper’ issues.

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Listed managed discretionary account operator, Managed Accounts Holdings Limited (MGP) has released a detailed report on the potential impact of regulatory changes to the operation of managed accounts and how advisory firms

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New IFA deals to push MDA provider FUA to over $2B

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Five boutique financial advisory firms have launched new managed discretionary account (MDA) services in partnership with Managed Accounts Holdings Limited (MGP), which will ultimately see the company’s funds under administration

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Strong MDA growth driven by IFA market

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Self-licensed advisory practices are driving the trend towards higher usage of Managed Discretionary Accounts (MDAs) with a further three licensees, representing over $400 million in funds under advice, ditching institutionally-owned

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