Search Results | Showing 1531 - 1540 of 11021 results for "Account" |
| | | Australians paid an estimated $13 billion in death and TPD premiums last year, more than half of which through superannuation funds, Rainmaker Information says. While the amount paid was up 5.5% per annum over the last decade, this rate of growth has ... |
| | | | ... experience and joined MFS in 2012, after 11 years at BlackRock where he held several roles, including director and senior account manager in the global client group. Meantime, Poirier will retire after 30 years in the industry and will officially depart ... |
| | | | ... from its aligned advisers. Fiducian's funds under advice (FUA) increased by 5% to $4.6 billion year on year. IFAs account for 14% of total FUA. "Efforts are underway to build new relationships and increase net inflows from non-aligned financial adviser ... |
| | | | ... According to BT, Brinckley was instrumental in the development of BT Panorama and the foundation delivery of its managed account offering. Over the following decade, he played a key role in delivering new platform features onto BT Panorama, including ... |
| | | | The Financial Services and Credit Panel reprimanded a financial adviser who inadequately assessed the consequences of rolling over superannuation and life insurance cover, labelled the panel's least serious disciplinary action yet. Keeping the adviser's ... |
| | | | ... to be the industry's product engine room; however, it is extremely pleasing to see the significant increase in managed account registrations in 2022/23, being 153.8% above the four-year rolling average," Donohoe said. "This further demonstrates the industry's ... |
| | | | Industry Super Property Trust (ISPT) has implemented global software provider SS&C Sylvan (SS&C) for performance measurement and attribution. SS&C will now automate ISPT's data ingestion while simultaneously calculating capital and income returns ... |
| | | | ... However, some members were impacted to the tune of $400 or more. The amounts were only recently credited back to members' account, according to some member letters cited. "After a review, the oversight of franking credits has been enhanced and is ... |
| | | | Natalie Jarvis will join the fund in September to head up its business development function and assist in expanding its financial adviser network. Jarvis joins from Australian Unity where she worked since 2020 and most recently held the position of ... |
| | | | ... need to generate 4.1% returns after costs to just break even. "... and to break even on a cash basis only, this does not account for the investment risks borne by the Future Funds," he highlighted. As per APRA's assessment, the Future Fund stands ... |
|