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Showing 2041 - 2050 of 4013 results for "Accounts"

Markets prompt adviser asset allocation review: Research

KARREN VERGARA  |  THURSDAY, 19 OCT 2017
... According to Morningstar research, the use of real return funds has more than quadrupled in the past five years and now accounts for nearly $10 billion in assets, Sivakumaran added. Real return funds use sophisticated strategies such as options strategies ...

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers using managed accounts are saving more than 14 hours a week on compliance and administrative tasks. Latest research from BT Financial Group, conducted by Investment Trends in July, demonstrates advisers recommending managed accounts ...

Advisers must provide more than financial health checks

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... are feasible. "New clients often turn up thinking we're only there to discuss how many zeroes they have in their bank accounts, or what hot new stocks they should be investing in. This means they can become quite surprised when we ask the last time they ...

Praemium grows SMA options

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Praemium expanded its separately managed accounts offering, adding 16 new model portfolios. The $4.3 billion platform has added eight models with Shaw and Partners, four with Joseph Palmer, three with State Street and one Evans and Partners model. This ...

Cyber training is advice value-add: AUSTRAC

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... ready to be highly targeted by fraudsters and hackers. The chief risk officer also detailed how people with multiple accounts with multiple energy providers, telcos and even television subscription services means there's opportunity for hackers at every ...

MetLife pushes for the retail market with new hire

ALEX BURKE  |  THURSDAY, 12 OCT 2017
... was national account manager. He has held multiple roles at AMP, including national account manager, head of national accounts for the IFA market, sales operations manager and business development manager. Prior to AMP, he held roles at CB Financial ...

Super industry makes largest fee cuts since MySuper reforms

ALEX BURKE  |  WEDNESDAY, 11 OCT 2017
... counterparts, but because the majority of retail assets remain in non-MySuper or choice products, the retail sector in aggregate accounts for about 40% of assets and over 50% of fees paid. Rainmaker said that one of the market segments with the highest ...

Interim chief executive leaves listed advice firm

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... platform, MyMoney247. The platform will enable consumers to link hundreds of Australian bank, brokerage and investment accounts, as well as retail and industry super funds, and an up-to-date, user-friendly dashboard provides oversight of their financial ...

Time to start factoring in an RBA rate cut?

BENJAMIN ONG  |  FRIDAY, 6 OCT 2017
... Australian economy". The latest retail trade data (and its trend decline) suggest that household consumption - which accounts for the biggest chunk of GDP (around 60%) - isn't getting much support, if at all, or that any support from lower interest rates ...

Former Centrepoint executive joins Praemium

KARREN VERGARA  |  THURSDAY, 5 OCT 2017
... director of Ventura Investment Management, a Centrepoint Alliance subsidiary, and was instrumental in developing managed accounts solution vMAPs. In 1993, Walker was hired by Norwich Union Navigator as its head of distribution and two years later was ...