Latest Announcements

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Date In the press PDF or LINK
18 April 2017 Managed Accounts Holdings Announces Chief Executive Joins Board

Publication:Finanace News Network
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18 April 2017 Ex Pillar boss joins Managed Accounts board

Publication:Financial Observer
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13 April 2017 Former Pillar CEO joins Managed Accounts board

Publication:Super Review
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13 April 2017 MDA firm hires former Pillar chief executive

Publication:Financial Standard
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13 April 2017 Former Pillar CEO joins Managed Accounts Holdings

Publication:Industry Moves
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12 April 2017 Former Pillar CEO joins board of Managed Accounts Holdings

Publication:Professional Planner
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12 April 2017 MGP hires former Pillar’s CEO

Publication:Money Management
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Date In the press PDF or LINK
22 March 2017 MDA’s fastest growing sector in managed accounts market

Publication: Financial Standard
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14 March 2017 MGP announces new fintech partnership

Publication: Independant Financial Adviser
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07 March 2017 MGP delivers first fractional property managed account

Publication: Independant financial Adviser
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Date In the press PDF or LINK
  There are no announcements for this quarter.  
Date In the press PDF or LINK
11 August 2016 Changes to MDA’s are coming – act now to avoid the rush!

Publication: Professional Planner
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18 July 2016 Planner Holdings makes inaugural investment in renowned advice business

Publication: Professional Planner
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18 July 2016 MAH takes stake in GPS Wealth-linked firm

Publication: Money Management
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Date In the press PDF or LINK
  There are no announcements for this quarter.  
Date In the press PDF or LINK
  There are no announcements for this quarter.  
Date In the press PDF or LINK
4 December 2015 FINANCE NEWS NETWORK INTERVIEW WITH CEO OF MANAGED ACCOUNTS HOLDINGS LIMITED

Publication: managedaccounts.com.au
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29 October 2015 STRONG MDA GROWTH DRIVEN BY IFA MARKET: MGP

Publication: managedaccounts.com.au
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Date In the press PDF or LINK
7 September 2015 The demise of specialisation in financial services
CEO of Managed Accounts Holdings Limited, David Heather, provides insight into the financial services industry and what opportunities have now arisen.

Publication: managedaccounts.com.au
PDF
Date In the press PDF or LINK
25 May 2015 Boutique Advice Firm jumps from Platform world to MDA
Melbourne-based accounting and financial planning firm MEDIQ Financial Services has launched a new managed discretionary account solution, in a move that will boost backoffice efficiency, improve the client experience and lower administration costs.

Publication: managedaccounts.com.au
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18 May 2015 The cheque list: What is the real value of your financial planning business?
Before grabbing the cheque, do yourself a favour and explore methods of how an MDA Service could lift the valuation of your Practice.

Publication: Professional Planner
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24 April 2015 MDA firm sets up seed funding partner
Listed managed discretionary account (MDA) operator Managed Accounts Holdings has established a subsidiary in order to partner with advisory firms looking to acquire advice or portfolio management businesses.

Publication: Financial Observer
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24 April 2015 Former Bridges founder makes new planning play
Managed Accounts Holdings Limited, the publicly-listed entity established by former Bridges founder, Don Sharp has moved further towards growing its footprint in the financial planning space.

Publication: Money Management
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23 April 2015 Managed Accounts to invest in advice firms
Managed Accounts Holdings has established a wholly-owned subsidiary named Planner Holdings Limited (PHL), to assist its clients through the processes of merging with or acquiring new businesses.

Publication: IFA
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23 April 2015 Managed Accounts Holdings to invest into advisory firms
Listed managed discretionary account operator, Managed Accounts Holdings Limited (MGP) has announced plans to partner with advisory firms to acquire quality advice or portfolio management businesses.

Publication: Professional Planner
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21 April 2015 New Deals to lift MGP FUA to over $2bn
MGP continues to gain momentum as two further licensees who collectively manage $500 million have selected MGP to build their managed account service.

Publication: managedaccounts.com.au
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Date In the press PDF or LINK
3 March 2015 A long, slow walk to freedom
CEO David Heather and Managing Director of GPS Wealth, Grahame Evans, provide useful insight why we see an increase in advisers contemplating changing licensees, but yet the inertia to actually move remains.

Publication: IFA
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2 February 2015 A premium on value in portfolio management
CEO David Heather gives his view of why managed accounts is on a growth trajectory, and that the popularity of managed funds is not what they used to be.

Publication: Australian Financial Review
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9 January 2015 What is the right price for financial advice?
Managing Director of Financial Clarity, Ken Bloomfield, states that the right price for financial advice, investment management and administration is somewhere between 1.25% and 1.4%.

Publication: Professional Planner
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Date In the press PDF or LINK
December 2014 Investor Presentation on Managed Accounts Holdings Limited

Publication: managedaccounts.com.au
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18 November 2014 Direct investment demand on the rise
Advisers hesitant to offer direct investment advice risk losing clients to other firms, says the chief executive of the ASX Listed Product Accreditation Course (LPAC). LPAC founder Dr Tony Rumble said it is becoming increasingly difficult for advisers to ignore the growing demand for direct investment.

Publication: IFA
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18 November 2014 SMSF Practitioners leading the charge on direct shares
The rapid increase in direct investing was due to SMSF-focused advisers, according to a managed discretionary account specialist.

Publication: SMSF Adviser
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18 November 2014 Emerging trends in the new advice world
Financial advisers are actively seeking better ways to build, manage and administer direct portfolios, and they're increasingly open and adventurous when it comes to adopting new technology, according to experts at the recent ASX Listed Product Accreditation Course Leaders Retreat (LPAC).

Publication: Professional Planner
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17 November 2014 Emerging Trends in the new advice world
Financial advisers are actively seeking better ways to build, manage and administer direct portfolios, and they’re increasingly open and adventurous when it comes to adopting new technology, according to experts at the recent ASX Listed Product Accreditation Course (LPAC) Leaders Retreat held in Fiji. CEO David Heather was one of the speakers.

Publication: managedaccounts.com.au
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6 October 2014 Paradigm makes $200m acquisition to drive growth into its MDA Service and deliver scale
Melbourne-based advisory firm Paradigm Wealth Management has added three experienced financial advisers and almost doubled funds under advice to $350million, following its acquisition of self licensed financial planning practice Portfolio Managers.

Publication: Paradigm Wealth Management
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Date In the press PDF or LINK
29 September 2014 The real debate on managed accounts is about incumbents versus niche providers
There appear to be two main competing views about the use of managed accounts. One perspective is that the incumbent platform providers have been slow to add managed account functionality which has allowed niche providers using modern technology to forge closer relationships with advisers, particularly those who deal with high net worth clients and self-managed superannuation funds.

Publication: Professional Planner
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8 August 2014 MGP beefs up sales team, records bumper inflows
Leading managed account provider managedaccounts.com.au, a subsidiary of listed company Managed Accounts Holdings Limited (ASX: MGP), has bolstered its sales and relationship management team in response to growing demand for its managed discretionary account service.

Publication: managedaccounts.com.au
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August 2014 How an efficient Portfolio management system can boost business revenue and valuation
Savvy advisers have been looking for a more viable business value proposition to boost revenue and practice valuations. This has led to two key developments: the rise of private-label products and managed discretionary accounts (MDAs).

Publication: Professional Planner
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21 July 2014 Platforms "too slow" on managed accounts
A positive development in the marketplace is that managed accounts are now being accepted as mainstream. The advisory firms who have recently launched an [managed discretionary account] solution using the technology and service of managedaccounts.com.au tend to agree.

Publication: Investor Daily
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10 July 2014 Planning firm to establish MDA structure
Melbourne based financial planning house Moran Howlett looks to go down the MDA path which will see greater efficiencies implemented into the firm.

Publication: SMSF Adviser
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8 July 2014 MDA operator signs boutique firm
MDA operator managedaccounts.com.au signs up another boutique IFA firm to implement its MDA Service.

Publication: Financial Observer
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8 July 2014 Boutique licensee shuns platforms
Leading financial planning firm Moran Howlett has decided to appoint managedaccounts.com.au to implement an MDA Service for its business.

Publication: IFA
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8 July 2014 Advice firm chooses MDAs over platforms
Moran Howlett has selected managedaccounts.com.au to deliver its MDA solution following an extensive review of the managed accounts marketplace.

Publication: Financial Standard
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7 July 2014 Award Winning Licensee Moran Howlett joins Managed Account Movement
Following an extensive investigation process, highly regarded planning firm Moran Howlett has selected managedaccounts.com.au to build and deliver its MDA Service for their clients, which will ultimately see $160M in assets transition in.

Publication: managedaccounts.com.au
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Date In the press PDF or LINK
25 June 2014 Gadens advises Managed Account Holdings on IPO
A statement from Gadens in relation to advising Managed Account Holdings on its IPO.

Publication: Gadens
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25 June 2014 Administration Solutions: What Lies Ahead?
A number of wrap platforms have recently released, or will release, SMA functionality. David Heather considers the impact of this development on existing managed account providers.

Publication: Professional Planner
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10 June 2014 Managed Accounts Holdings Limited make additional hirings
Corporate Lawyer Jillian McGregor has been appointed to the role of company secretary for Managed Account Holdings Limited – ahead of its listing on the ASX.

Publication: managedaccounts.com.au
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May 2014 Chairman Profile: Don Sharp
Financial Services stalwart Don Sharp, a veteran of planning dealer groups in Australia, is helping to build another business.

Publication: Investment Operations & Custody
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28 April 2014 Dominance of traditional platforms under threat
The evolution of the financial advice industry is seeing managed accounts emerge as the preferred investment and administration vehicle for many investors, SMSFs and advisers. David Heather explains.

Publication: Professional Planner
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11 April 2014 Managed account provider set to list on ASX

Publication: Professional Planner
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11 April 2014 Managed account holdings to list on ASX
Managed discretionary account specialist managedaccounts.com.au has successfully registered with ASIC for an IPO to list on the Australian Securities Exchange.

Publication: IFA
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April 2014 Non-aligned dealer group goes off platform
GPS Wealth and its clients reap the benefits of a new and innovative managed discretionary account solution.

Publication: IFA
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Date In the press PDF or LINK
21 March 2014 Evans pursues exciting life and boring money
At the heart of GPS Wealth’s value proposition is a simple and structured program for building wealth, which is implemented through a Managed Discretionary Account solution.

Publication: Investment operations & Custody
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21 March 2014 Don’t join bank-aligned groups: adviser
There are onerous responsibilities attached to holding an AFSL, which is why accountants shouldn’t go out alone.

Publication: IFA
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20 March 2014 Accountants warned against AFSL
The best option for accountants ahead of the removal of the accountants’ exemption is to partner with an independently-owned advisory firm which has an efficient investment and administration solution for SMSFs.

Publication: Financial Observer
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20 March 2014 Advice stalwart cautions accountants ahead of new regime

Publication: Adviser Choice
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18 March 2014 Leading advisory firms launch new MDA solution

Publication: Adviser Voice
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18 March 2014 MDA operator integrates services for boutiques
Managedaccounts.com.au will surpass $1 billion in assets under administration after launching its services with two boutiques.

Publication: Financial Observer
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17 March 2014 Affinity and Redgum integrate MDA service
Two of Australia’s largest boutique advisory firms have signed with managedaccounts.com.au

Publication: IFA
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March 2014 Platform feature: Tools of the trade
The popularity of MDAs is growing as an increasing number of advisers search for alternatives to traditional wrap accounts.

Publication: Asset
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27 February 2014 GPS Wealth launches a new MDA
GPS will transition away from traditional master trusts and wrap accounts towards a new MDA.

Publication: Financial Standard
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26 February 2014 New dealer group launches low-cost investment solution

Publication: Adviser Voice
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26 February 2014 MDAs “way of future”: GPS Wealth
GPS Wealth’s managing director Grahame Evans talks about how MDAs have increased his group’s efficiency and reduced costs.

Publication: Money Management
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