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Showing 101 - 110 of 3545 results for %22Accounts%22

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... capabilities to its platform, enabling financial advisers to report on clients' other investments including cash accounts and term deposits, listed securities, managed funds, direct property, and other assets. HUB24 further bolstered its platform ...

More than $17m paid in CFD-related remediation

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2023
... $372 million in the year prior to the product intervention order. There were also 45% fewer loss-making retail client accounts compared with the quarterly average in the prior year, whereas the number of profit-making retail client accounts reduced by ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ...

Financial services firms hit with criminal charges

CHLOE WALKER  |  TUESDAY, 31 OCT 2023
... Securities, and Brava Capital, formerly Dayton Way Securities, face multiple charges for failing to submit financial accounts to ASIC. Specifically, ASIC alleges that both APC Securities and Brava Capital neglected to file financial accounts and auditor's ...

Caddick victims sue auditors in class action

KARREN VERGARA  |  MONDAY, 30 OCT 2023
... clients, many of whom had SMSFs, believed their money was predominately invested in ASX-listed equities using CommSec accounts. In the eight years to 2020, at least five auditors were engaged to conduct the mandatory annual audit of the SMSFs, Mackay ...

Clime IM doubles down on strategy, taps into AI

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
... bespoke investment solutions. The company said its "increasingly leveraging" its strong equity capability into managed accounts and envisages that a large part of future growth will be driven by customised multi-asset solutions. Separately, Clime is ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
... 50, Balanced, Growth, High Growth, and Geared 120. "We have a strong belief in the value of advice, and we view managed accounts as a key way we can provide an improved investment experience for advisers and their clients," CFS group executive - distribution ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
Insignia Financial's managed accounts solutions have grown by about 42% in the past 12 months. The group said there's now more than $6 billion in funds under management across its range of managed account solutions. About 55% of this is held in managed ...

Super fund, insurer admin issues draw AFCA complaints

KARREN VERGARA  |  MONDAY, 23 OCT 2023
... administrator incorrectly coded a reserve as contributions to the Australian Taxation Office. "For otherwise inactive accounts, this caused the period of inactivity to be reset and therefore impacted the date of insurance cancellation," AFCA said. After ...

Mass-affluent population key to insurer sustainability: Report

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... estimated all of this will go to beneficiaries by 2040, with 71% transferring to people aged 50 and over. This cohort already accounts for $7.44 trillion of insurers' assets, or 24%. The report says strengthening relationships with ageing policyholders ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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Jason Huljich

JOINT CHIEF EXECUTIVE OFFICER
CENTURIA CAPITAL LIMITED
A single decision can change your life, and that's exactly what Centuria Capital joint chief executive Jason Huljich learned when he came to Australia in the 1990s. Eliza Bavin writes.
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