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Boutique Advice Firm jumps from Platform world to MDA

May 25, 2015
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.

New Deals to lift MGP FUA to over $2bn

Apr 21, 2015
MGP continues to gain momentum as two further licensees who collectively manage $500 million have selected MGP to build their managed account service.
Publication: Publication:

A long, slow walk to freedom

Mar 03, 2015
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

A premium on value in portfolio management

Feb 02, 2015
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