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Showing 2021 - 2030 of 4013 results for "Accounts"

KPMG appoints wealth management strategy lead

EMMA RAPAPORT  |  TUESDAY, 14 NOV 2017
... business." In July, Class' SMSF market share grew to 24% from 19% year-on-year, hitting a record high of 140,000 client accounts in the 12 months to June.

J.P. Morgan wins SMA custody mandate

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... J.P. Morgan will provide custody and equities execution services to support the new international separately managed accounts business of a $7 billion platform. Following a competitive tender process, Praemium has appointed the bank and will now offer ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... protection strategies. "New clients often turn up thinking we're only there to discuss how many zeroes they have in their bank accounts...This means they can become quite surprised when we ask the last time they visited their dentist, how much they typically ...

AMP introduces facial recognition for mobile clients

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... providing digital experiences that are seamless, intuitive and secure. The Bett3r app incorporates three linked transaction accounts - Pay, Save and Spend - to help customers manage their cashflow and reward savings. Alternatively, My AMP provides customers ...

Industry fund appoints governance and risk head

EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
... one-third/one-third/one-third governance model. The merger enabled the fund to cut administration fees for accumulation accounts from $1.50 to $1.25 and drop buy-sell spreads on investment transactions. Its asset-based administration fee was also been ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... goals-based advice can have differing, perhaps unforeseen impacts on PI cover. An adviser using managed discretionary accounts, individually managed accounts, separately managed accounts or their own managed investment schemes can potentially open up ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
... representative of stockbroking firm BBY between September 2013 to May 2015, after an investigation found he traded in clients' accounts without authorisation. Belardo, who provided financial advice to retail clients in relation to financial products ...

Peer-learning popular among self-licensed advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
Self-licensed financial advisers are in favour of peer-based learning when it comes to knowing more about managed accounts. The latest survey of self-licensed businesses in the IOOF Alliances network showed advisers prefer engaged and interactive community ...

Managed accounts sector knuckles down on data standards

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... various industry participants such as platforms and other managed account providers. "With the rapid growth of managed accounts in the financial services industry, model data is being electronically distributed between all participants. However, no standard ...

Mason Stevens expands fixed income, appoints SMA manager

MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
Managed accounts provider Mason Stevens has appointed a fixed income specialist and an SMA manager as part of its growth plans. Roman Gerber joined two months ago as the Separately Managed Account Manager, overseeing all SMA portfolios and working as ...