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Showing 2181 - 2190 of 4013 results for "Accounts"

ASIC cancels AFSL licences

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... Maintain membership with an external dispute resolution (EDR) scheme approved by ASIC. "The annual lodgment of audited accounts is an important part of a licensee demonstrating it has adequate financial resources to provide the services covered by its ...

CFS knuckles down on managed accounts

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
... advisers and their clients, CFS engaged global technology provider IRESS to launch a further suite of separately managed accounts on the platform in May 2017. "We believe IRESS has the best technology in terms of portfolio implementation. We were keen ...

Managed accounts continue rapid surge

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017
The managed accounts sector now equates to about 7% of the $600 billion in funds under administration across platforms and wraps in Australia. That is the key finding of the Institute of Managed Account Professionals' (IMAP) latest Managed Accounts ...

Gen Y prefers liquid investments: KPMG

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAR 2017
... fintech players step in and fill that space," the report reads. As a result, 75% of Gen Y professionals are using savings accounts as their primary investment tool. "This is driven by their desire for liquidity to support their lifestyle and the perceived ...

Liftoff imminent at Spaceship

EMMA RAPAPORT  |  TUESDAY, 14 MAR 2017
... Salesforce Simon Clausen, and founder of Aconex Leigh Jasper, who have boasted about transferring their superannuation accounts to Spaceship on their personal Twitter accounts or in personalised testimonials. As a retail product, Spaceship GrowthX will ...

Proactive group releases life insurance guidance

EMMA RAPAPORT  |  MONDAY, 13 MAR 2017
... account balances through group life insurance. ISWG chairman Jim Minto said too many people have multiple superannuation accounts and while insurance benefits are valuable to members, there is more rapid erosion of retirement savings if a person has ...

Past Morgan Stanley adviser hit with permanent ban

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
... circumstances and objectives of the clients. As a result of Panayiotides' actions, each of the clients' superannuation accounts were significantly exposed to short cash-covered ETO positions in opposition to the risk profiles they had declared. It was ...

Super industry accepts group insurance needs work

DARREN SNYDER  |  THURSDAY, 9 MAR 2017
... premiums. It examines how to address the issue of members paying for cover they don't need through having multiple super accounts. The group has listed several working priorities: 1) Reducing benefit erosion on superannuation account balances for members ...

SMSFs benefit from DomaCom deal

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... completion of the first transaction highlights the flexibility of the business model that now delivers $2 billion in managed accounts across Australia. "Enabling Domacom's capability within our offer has satisfied increased demand for the inclusion of ...

Implemented Portfolios launches bespoke IMA offering

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... individually managed account solution for clients of a $350 million Hobart-based financial planning firm. The managed accounts provider has designed a bespoke solution for integrated accounting and self-licensed advice firm Collins SBA, with managing ...