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Showing 1831 - 1840 of 4013 results for "Accounts"

Socio-economics dictate insurance needs of young Aussies: Insurer

JAMIE WILLIAMSON  |  THURSDAY, 19 JUL 2018
... yet to reach the milestone of a $6000 account balance, suggesting the automatic removal of cover only apply to inactive accounts. This is based off of TAL's own experience in the 2016/17 financial year, paying out about $650 million in life and disability ...

Wealthier Aussies seeking advice

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
... that 1.96 million Australians have seen a financial adviser to purchase superannuation or managed funds. This cohort accounts for an estimated $703 billion in wealth management products with an average value of about $360,000. In profiling users of financial ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
... million of inflows coming in from Australian business. It most recently won Morgan Stanley Wealth Management's managed accounts business and inked a deal with West Australian wealth manager Hartleys. It also signed a five-year contract with CMC Markets ...

EU to offer cross-border pension scheme

KARREN VERGARA  |  THURSDAY, 12 JUL 2018
... asset managers. EU households are among the highest savers in the world, but the bulk of these savings are held in bank accounts with short maturities, the draft regulation said. More investment into capital markets can therefore help meet challenges ...

Pre-retirees fear longevity risk: AustralianSuper

JAMIE WILLIAMSON  |  THURSDAY, 12 JUL 2018
... have accrued an additional $15,900 by age 65. The industry fund said about 17% of all contributions into AustralianSuper accounts in the 2017 financial year were voluntary, amounting to more than $3 billion in contributions. Commenting on the survey's ...

Managed accounts expert expands new platform

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
A former Mason Stevens executive is joining a fintech that's offering investment and managed accounts solutions, as well as a new superannuation product. Spitfire Corporation appointed David Storm as its head of distribution, tasked with the sales ...

Raiz close to super product launch

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... identified in the recent Productivity Commission draft report into superannuation - such as the multiplicity of super accounts, by simplifying how customers engage with their super, Raiz Invest chief executive George Lucas said. "Customers will find ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... Professionals has named the finalists for its 2018 Managed Account Awards. The awards recognise operators in the managed accounts space covering both single-sector asset classes and multi-asset class offerings, comprising a range of risk profiles and ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... client engagement and understanding. A recent survey from NAB and Investment Trends found financial advisers using managed accounts save an average of 12.4 hours per week on portfolio management tasks. A managed account structure is enabling advisers ...

CBA, ANZ told to clean up superannuation distribution

KANIKA SOOD  |  FRIDAY, 6 JUL 2018
... remain available through ANZ's digital channels, anz.com and the ANZ app with no change for existing customers' accounts, investments or insurance because of the ASIC undertaking, the bank said. The ASIC investigation comes as a part of its October ...