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| | | Netwealth has teamed up with a boutique wealth management firm for a private label managed accounts offering. Stanford Brown is the latest group to partner with the managed accounts provider, in what Netwealth joint managing director Matt Heine described ... |
| | | | ... growing its total assets by 60% in the past year to $7.1 billion, along with a net increase of 31% in the number of member accounts; BT Super for Life MySuper also recorded a net growth of 25% in total assets along with five-fold increase in number of ... |
| | | | OneVue has been appointed to provide superannuation administration support to one of Australia's growing managed accounts providers. Joining forces with Praemium, the appointment will deliver a further 2700 individual members and $425 million in assets ... |
| | | | ... client services in Australia, David Taylor said: "The new funds are a logical extension of Pzena's $2 billion separate accounts business in Australia, demonstrating that the firm is committed to offering a variety of services and vehicles to investors." ... |
| | | | ... Partnering with HSBC, Class will now receive a direct-connect data feed from the bank's savings, transaction and term deposit accounts in its wealth accounting software for SMSF and non-SMSF portfolios; creating business efficiencies, such as automation ... |
| | | | ... equities, fixed income, structured products and derivatives; as well as banking and lending services such as deposit accounts, foreign exchange, and online transactional banking. HSBC regional head of global private banking, Bernard Rennell, said the ... |
| | | | ... the next three to five years. And 42% expect to shift from co-mingled hedge funds to customised vehicles and segregated accounts. EY Oceania hedge fund leader Jon Pye said: "At a global level, we are seeing assets flowing to the managers that offer a ... |
| | | | ... and the use of recently-assigned phone numbers - Tinder was able to intelligently and effectively identify fraudulent accounts. "They were able to understand the relationships between their user-base and, in doing so, recognise which users weren't legitimate," ... |
| | | | CommSec has paid a $200,000 infringement notice penalty after failing to apply a holder record lock to the accounts of a deceased client and entering into unauthorised market transactions following the client's death. The Markets Disciplinary Panel ... |
| | | | ... the money for his own benefit including trading securities on the ASX for himself, paying for losses in other trading accounts he held and paying off personal debts. ASIC commissioner Greg Tanzer said: "Wise repeatedly engaged in dishonest conduct, putting ... |
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