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Showing 1211 - 1220 of 4013 results for "Accounts"

Ratings house launches

KARREN VERGARA  |  THURSDAY, 8 OCT 2020
... made available to financial advisers. Ashton said because Evergreen Consultants has traditionally focussed on managed accounts and liquid investments, an analysis of the 'non-traditional' products often sits outside the scope of standard client work. ...

Clime partners with asset consultant

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... asset allocation advice and assisting in selecting managers for the managed fund component of Clime's separately managed accounts. The appointment comes as Clime sees an increased demand for its multi-asset managed account portfolios which use Clime's ...

Superhero sets eyes on managed accounts

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
Newly launched trading platform Superhero has revealed it has the functionality to offer managed accounts to investors, and would be looking into developing this and an APL further in the future. The platform, which launched at the beginning of September ...

Super reforms modest negative for AMP, IOOF: Credit Suisse

KANIKA SOOD  |  WEDNESDAY, 7 OCT 2020
... could weigh on their growth in the Corporate Super / MySuper market. "Importantly, these reforms will only impact new accounts which tend to have very small balances which is the key driver of IFL and AMP's revenues (unlike LNK where it is membership). ...

Super industry cautious on more reform

ELIZABETH MCARTHUR  |  TUESDAY, 6 OCT 2020
... initiative could see members tied to underperforming funds for life. "Stapling the money to a member would remove multiple accounts quicker and more effectively weed out underperformers. Underperformance is the biggest cost drain on member savings and ...

MySuper funds face new test, member bans

KANIKA SOOD  |  TUESDAY, 6 OCT 2020
... implement the reforms to superannuation. Three other measures announced include: an ATO-run portal for selecting MySuper accounts, stapling accounts and members, and a greater obligation of transparency and accountability on members. ATO will develop ...

Government declares record deficit, super reforms

JAMIE WILLIAMSON  |  TUESDAY, 6 OCT 2020
... towards 100,000 new apprenticeships with a 50% wage subsidy. Turning to super reform, Frydenberg announced that new super accounts will no longer be automatically created every time a worker changes jobs, with Australians to be 'stapled' to their ...

Adviser charged with stealing super

ELIZABETH MCARTHUR  |  FRIDAY, 2 OCT 2020
... forms were not the members' signatures. Some forms also gave bank account details that were not the members' bank accounts. Instead, according to ASIC's investigations, they were bank accounts for Mr Goel or his associates." ASIC listened ...

Vanguard to cull institutional mandates

KANIKA SOOD  |  FRIDAY, 2 OCT 2020
... investors and their advisers. As a result, Vanguard has taken the business decision to no longer offer Segregated Mandate Accounts (SMA) or customised solutions as an investment vehicle to institutional investors in Australia and New Zealand," a spokesperson ...

MySuper funds redeem performance

KARREN VERGARA  |  FRIDAY, 2 OCT 2020
... Fundamentals - BlackRock Global Allocation Fund (10.8%), WA Personal Super - Sustainable Future (7.5%) and UniSuper Personal Accounts - Sustainable Balanced (6.6%). Rainmaker noted that international equities (7.3%), international bonds (2.5%), Australian ...