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MDA SERVICES
People & Products
IOOF has launched its new Managed Portfolio Service, a managed discretionary account solution, on its flagship platform, IOOF Pursuit. ...
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. ...
Financial planning
Independent advice groups are stepping away from platforms, opting for managed discretionary accounts instead, MGP reports....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...