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Showing 1851 - 1860 of 4013 results for "Accounts"

Shaw and Partners shelves managed accounts partnership

KANIKA SOOD  |  MONDAY, 25 JUN 2018
... wealth management firm with $15 billion in assets under advice, has scrapped current plans for its potential managed accounts partnership with an ASX-listed provider. In its most recent business update, Managed Accounts Holdings said Shaw and Partners ...

BTFG adviser distribution team reshuffles

DARREN SNYDER  |  THURSDAY, 21 JUN 2018
... assist them in removing the payments if they choose to do so. Benefiting from the change will be about 140,000 customer accounts that are still subject to grandfathered commissions. Financially, BT estimates the impact of the change to be about $14 million ...

BT Financial Advice cuts grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... and review feedback through BT Adviser View," Cooper said. Benefiting from the change will be about 140,000 customer accounts that are still subject to grandfathered commissions. Financially, BT estimates the impact of the change to be about $14 million ...

Advice group strengthens leadership team

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
... adviser network. Taking on the newly-created role of head of adviser experience is Marnie Page, formerly a national key accounts manager at AdviserLogic. Page brings 25 years' experience in financial services and will oversee the adviser experience from ...

Agricultural asset manager promotes new fund

KANIKA SOOD  |  MONDAY, 18 JUN 2018
... Farms invests in Australian agriculture for HNWIs, family offices and institutional investors through separately managed accounts and unlisted funds. The nearly 20-year old manager has produced a return of 10.4pa since 2008 - on a pre-tax basis.

New campaign combats elder financial abuse

KARREN VERGARA  |  MONDAY, 18 JUN 2018
... regularly. "Bank staff unfortunately all too often see people who are their customers being pressured to give access to their accounts, all too often see their accounts being drained by family members, by friends that they trust and care about," she ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... www.franklintempleton.com.au/reachforbetter Advertising Campaign of the Year (Digital - Trade): BT Panorama - Managed Accounts Finalists: HUB24 - #notjustanotherplatform JP Morgan - Systematic Alpha / Global Strategic Bond Funds T. Rowe Price - T. Rowe ...

Default life insurance reforms ineffective: Research

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
... insurance in superannuation. Insurance should be made opt-in for members under 25 and insurance cover should cease on accounts that have had not contributions for 13 months, it said. The PC estimates low-income super members and their life insurance ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... product structures including MDA, IDPS and superannuation. He acknowledged Fitzpatricks as an early pioneer in the managed accounts space. "Licensees and advisers are increasingly searching the market looking for advanced platform capabilities and flexible ...

Former NAB adviser permanently banned

HARRISON WORLEY  |  FRIDAY, 8 JUN 2018
... Eungpongpan, has been banned by the regulator as it continues to investigate allegations he falsified documents to open bank accounts in the names of two clients. Eung, the latest person to be banned as part of ASIC's wealth management project, also ...