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Showing 1941 - 1950 of 4013 results for "Accounts"

AXA inks $20 billion deal, pivots insurance business strategy

JAMIE WILLIAMSON  |  TUESDAY, 6 MAR 2018
... a predominantly life and savings business to being largely property and casualty focused. Currently, life and savings accounts for 33% of AXA's overall earnings; this will decrease to about 18%. Meanwhile, property and casualty insurance will rise from ...

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... eWrap closed out the top five. The study highlighted investment platforms are progressing well in two key areas: managed accounts and the generation of Records of Advice on-platform. Investment Trends senior analyst King Loong Choi said managed accounts ...

SSGA appoints head of Asia-Pacific

ALEX BURKE  |  FRIDAY, 2 MAR 2018
... nine people and total assets under management of over $880 million across wholesale unit trusts and intermediary managed accounts. "Our Australian business today has a strong retail active investment profile and this is a credit to Amy's determination ...

Equipsuper appoints head of risk

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
... of initial estimates of $10 million per year. In October 2017, Equip cut weekly administration fees for accumulation accounts from $1.50 to $1.25. Asset-based administration fee also reduced from 0.2% per annum to 0.15% per annum; and maximum in asset-based ...

Link signs two industry funds, eyes UK pension admin

DARREN SNYDER  |  FRIDAY, 2 MAR 2018
... over the last four years and these new members of the workforce, plus gig economy workers, means more superannuation accounts generated. Buried in Link's 1H18 investor presentation was news that Energy Super has joined the fund administrator. The $7 ...

Netwealth doubles managed account FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2018
Netwealth saw significant growth in its managed accounts offering during the first half of the 2018 financial year. Reporting a 107% rise on the prior corresponding period, Netwealth's suite of managed accounts now hold $1.4 billion in funds under management. ...

ClearView appoints head of distribution strategy

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
... Territory. ClearView said it is now looking to fill this vacant position. Before ClearView, Williamson was a strategic accounts business development manager at MLC, a business development manager for the IFA market at CommInsure and a senior financial ...

IMA provider signs white label deal

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
A leading provider of individually managed accounts is creating a bespoke solution for a Perth financial planning business. Lawrence Wealth has inked a deal with Implemented Portfolios to white label its individually managed account offering - the second ...

ASIC bans former NAB, Westpac adviser

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... charging clients more than $65,000 in fees. The investigation found he dishonestly deducted money from clients' investment accounts and directed clients to make payments directly into his personal bank account. Between January 2015 and June 2016, Poynter ...

ASIC seeks Deloitte to liquidate SMSF business

ALEX BURKE  |  TUESDAY, 27 FEB 2018
... not ensuring investment loans are being serviced; and "has what appear to be inadequate books, records and financial accounts." The application is listed for hearing in the Federal Court in Perth on April 10.