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Showing 1491 - 1500 of 4013 results for "Accounts"

Vanguard pilots new robo offering

ELIZABETH MCARTHUR  |  THURSDAY, 19 SEP 2019
... Advisor and will be available to clients of Vanguard's retail investor group who have established Vanguard Brokerage accounts. It's currently available by invitation only to a limited number of users. A spokesperson for Vanguard confirmed to ...

Banks face imminent disruption

ELIZABETH MCARTHUR  |  THURSDAY, 19 SEP 2019
... card is anywhere from $300 to $1500," Wood said. "There's no way traditional banks can compete. If you look at digital accounts in the US - JP Morgan is number one but PayPal with Venmo is number two, Square is already number six." She said that at the ...

Australia investor friendly, not consumer friendly: Report

ELIZA BAVIN  |  WEDNESDAY, 18 SEP 2019
... superannuation trustees undertaking appropriate oversight of fees and other charges being deducted from members' superannuation accounts. "Cases of financial advice fees being charged without the provision of the relevant services have recently been ...

Major super funds caught in fraud scandal

ELIZA BAVIN, JAMIE WILLIAMSON  |  WEDNESDAY, 18 SEP 2019
... superannuation funds were targeted by an online fraud syndicate which siphoned millions from share-trading and super accounts. A Melbourne woman appeared in court yesterday after allegedly taking part in an online fraud syndicate which used stolen information ...

Expert hopeful ASIC understands MDA benefits

HARRISON WORLEY  |  THURSDAY, 12 SEP 2019
The future of managed discretionary accounts and the role of ASIC in shaping that future emerged as a point of discussion during a panel session at Financial Standard's recent Managed Account Forum. Asking Philo Capital Advisers chief executive ...

Queensland-based AFSL suspended

ELIZABETH MCARTHUR  |  TUESDAY, 10 SEP 2019
... concerns it was not meeting its obligations as a licensee. The regulator said Financial Options Pty Ltd failed to lodge its accounts and audit report for the year ending 30 June 2018, have a dispute resolution system and maintain organisational competence ...

Suitability of managed accounts grows

HARRISON WORLEY  |  TUESDAY, 10 SEP 2019
Managed accounts are becoming more suitable for a broader range of clients, attendees of the 2019 Financial Standard Managed Accounts Best Practice Forum have heard. Speaking at Financial Standard 's Managed Accounts Best Practice Forum in Sydney this ...

Zurich launches new SMA

KRISTI CHENG  |  MONDAY, 9 SEP 2019
... entering the market who are looking for easier ways to manage investment options for their clients," he said. "Using managed accounts in portfolio construction enables advisers to stay ahead of clients' changing needs and expectations and create personalised ...

Adviser cops 262 month jail sentence

JAMIE WILLIAMSON  |  FRIDAY, 6 SEP 2019
... He also hired locals in the area to act as his nominee in numerous business ventures. They would open and manage bank accounts through which Thomas moved the victims' funds in an out of the US, the US Attorney said. He also created fake employees ...

Financial incentive provokes misconduct: Research

ELIZABETH MCARTHUR  |  THURSDAY, 5 SEP 2019
... globally - including the Payment Protection Insurance scandal in the UK, Wells Fargo employees opening up two million accounts without proper customer authorisation allegedly just to charge fees and the stories to come out of the Banking Royal Commission ...