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Showing 2071 - 2080 of 4013 results for "Accounts"

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Managed accounts are enabling an independent advice group to be more disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who ...

"Enough is enough": Women in Super launch national campaign

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
... calling on the Federal Government to address the growing number of women retiring in poverty by boosting the superannuation accounts of low income earners. Speaking at the launch of the group's Make Super Fair campaign, national chair Cate Wood urged ...

MySuper milestones monitor industry movement

DARREN SNYDER  |  MONDAY, 11 SEP 2017
... final transition of all workplace default members to a MySuper account. Excluding self-managed super funds, MySuper now accounts for more than 40% of super assets or $595 billion. Rainmaker analysis shows there are 111 individual MySuper products offered ...

Managed Accounts Forum draws record crowd

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
A record attendance is expected at the upcoming Best Practice Forum in Managed Accounts, hosted by Financial Standard. More than 300 people have registered for the event which has drawn strong interest from financial advisers, many of whom are preparing ...

Group insurance inaction is "robbery": Inquiry

KARREN VERGARA  |  FRIDAY, 8 SEP 2017
... equivalent to "robbery." Super funds and insurers are not making enough effort to "chase [people] down" that have multiple accounts and within that unnecessary life insurance policies, he said. Irons suggested establishing an industry database of multiple ...

Boring is good

BENJAMIN ONG  |  WEDNESDAY, 6 SEP 2017
... contraction in the September quarter of 2016 to a high 1.1% surge in the December quarter of the same year. The latest National Accounts report show GDP growth accelerated to 0.8% in the second quarter of this year from 0.3% in the March quarter. But ...

Implemented Portfolios hires for national expansion

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
... analyst for J.P. Morgan. Implemented Portfolios chairman Greg Kirk welcomed Wong, saying he brings "invaluable managed accounts experience and a strong investment and service ethic." Implemented Portfolios also announced the appointment of Natasha Daniels ...

Female SMSF investors more focused on securing retirement

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
... According to the latest CommSec SMSF Trading Trends Report, a comparison of men and women with both SMSF and personal trading accounts showed females invested almost one-and-a-half times more in dollar terms into their SMSFs than in their personal accounts ...

Bennelong creates NSW distribution role

JAMIE WILLIAMSON  |  FRIDAY, 1 SEP 2017
... David Whitby will provide additional support to high-net-worth and independent advisory groups, aligned planners and key accounts. Whitby brings more than 20 years' experience to Bennelong, having also previously held roles with global investment firm ...

Netwealth expands managed accounts offering

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
... on its now $15 billion in funds under management and administration. In the short period from 1 July 2017 the managed accounts and platform provider has added $219.5 million to its managed account service - an increase of 24.5%. Overall, Netwealth has ...