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Showing 91 - 100 of 3774 results for "Accounts"

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... enables them to interactively present information on the fly, drill into key details, switch across or aggregate client accounts, and leave personalised commentary on each page."

Industry fund insurance bungle adds fuel to mounting outrage

ANDREW MCKEAN  |  THURSDAY, 13 FEB 2025
... insurance on June 28 last year - resulting in affected members paying for insurance that shouldn't have been added to their accounts. "A small number of uninsured Rest members incorrectly had insurance coverage added to their accounts last year as a ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing over 25 years of experience to the fold and carries expertise in investment analysis and portfolio management. ...

Global X launches Russell 2000 ETF

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
... is one of the broadest small cap indices, with more balanced sector exposure compared to the S&P 500, where technology accounts for about 30% of the total index weight. Leung added many of the companies in the Russell 2000 index are the "bread and butter" ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
Direct indexing platform Briefcase has partnered with Praemium to launch five separately managed accounts (SMA) for retail investors. The five diversified risk-based model portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now ...

Generation Development Group buys Evidentia

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... Development Group (GDG) will acquire 100% of Evidentia Group for $320 million, as it looks to grow its foothold in the managed accounts space. The transaction will be partly funded by a fully underwritten equity raising of approximately $287.9 million ...

Foresight Analytics names research lead

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
... to the next phase of the firm's growth." Australia Ratings Analytics focused on managed funds, separately managed accounts (SMAs) and insurance bonds. Kumar launched Foresight in 2015 after identifying a gap for forensic research in the financial ...

SMA registrations double in three years: Data

JAMIE WILLIAMSON  |  FRIDAY, 31 JAN 2025
The number of active separately managed accounts products in market has doubled in the past three years. That's according to APIR Systems' analysis of financial product registrations, with the December 2024 quarter data showing 25 new managed account ...

SMC pushes for DBFO to curb retiree tax bills

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JAN 2025
... Delivering Better Financial Outcomes (DBFO) reforms. "Not knowing enough about super can lead to poor decisions, like leaving accounts inactive or withdrawing funds without proper planning," she said. "Making simple information and advice available to ...

Super moves: ART, QIC, Rest, CareSuper

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... Responsible Investment Option. He began his career in financial markets at BT, where he spent almost four years in client accounts and platform development with his final role being that of a sustainability analyst. Finally, Australian Retirement Trust ...