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Showing 1971 - 1980 of 4013 results for "Accounts"

Clime IM appoints private wealth head from Suncorp

ALEX BURKE  |  TUESDAY, 23 JAN 2018
... under management to $812 million in the December quarter. The majority of this FUM is in Clime's individually managed accounts ($396 million), followed by managed funds and mandates ($132 million) and listed investment company Clime Capital ($284 million). ...

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... Investment Trends said the current investment environment has prompted many to consider cheaper products such as managed accounts, with 44% citing low product cost as a priority. "To be considered, investment products typically not seen as low cost must ...

HUB24 responds to adviser demand

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... foreign currency and hold foreign currencies; enable a multi-account opening facility online; and link clients' third-party accounts to their HUB24 account. HUB24 managing director Andrew Alcock said all the developments are in response to adviser demand ...

Chief economist update: Consumers don't spend on confidence alone

BENJAMIN ONG  |  THURSDAY, 18 JAN 2018
... surge in November retail sales - put down to "Black Friday and iPhone X sales" - came from. Because household consumption accounts for around two-thirds of Australia's economy, here's to looking forward to stronger GDP growth in the coming quarters. ...

SuperConcepts ramps up digital transformation

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2018
... industry has undergone remarkable change, and today's consumers not only demand anytime, anywhere access to their financial accounts, they expect the most modern digital experiences on any type of device. Progress senior vice president of core products ...

Macquarie adopts open banking solution

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2018
... Co, which operates under its zipPay and zipMoney brands, will allow Macquarie customers to add banking and credit card accounts via personal financial management app Pocketbook. Zip Co acquired Pocketbook in 2016 and currently has more than 400,000 users. ...

Macquarie Wrap SMAs accrue landmark FUM

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
In just three years Macquarie Wrap's separately managed accounts have amassed more than $1 billion in funds under administration. Reflecting strong interest from advisers and clients seeking flexibility and efficiency, Macquarie Wealth Management head ...

International broker enters Aussie market

DARREN SNYDER  |  MONDAY, 15 JAN 2018
... existing providers," Douglas said. "And the other reason is that until now it has been quite challenging to set up different accounts that will let you trade various international markets." Monex Group's entry into the Australian market is part of the ...

Satisfaction with industry super rising

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
... self-managed superannuation funds still dominate with 71.9% satisfaction recorded, industry funds lead the way when it comes to accounts with balances between $100,000 and $699,999. Retail funds only lead in the under $5000 category with 55.3% satisfaction. ...

SMSFs grappling with super changes

KARREN VERGARA  |  FRIDAY, 12 JAN 2018
... Maroney added. "In the lead up to 1 July 2017, the industry's focus was on optimising contributions and reducing pension accounts to under $1.6 million as well as considering CGT relief for those affected by the transfer balance cap and transition to ...