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Showing 2251 - 2260 of 4013 results for "Accounts"

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... developing," Kilborn said. "We have also been actively speaking with our clients about the significant benefits of managed accounts and the feedback has been extremely positive particularly around our ability to effectively react to changing market conditions ...

Adviser Network sets focus on super consolidation

KERRIE SYDEE  |  THURSDAY, 10 NOV 2016
... Network has also integrated with the ATO's SuperMatch 2 service to provide members with both their lost and known super accounts. "Almost 15 million Australians hold superannuation accounts with over 40% of these people having at least two accounts," ...

How advisers are managing US election concerns

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
... update. "We've spoken to the chief investment officer (CIO) of Implemented Portfolios (which looks after Treysta's managed accounts) to gather his initial thoughts on the issue and we will relay that to our clients through the video update tomorrow," ...

Vanguard execs head to US

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2016
... perspective." Replacing Lovett as head of distribution in the Australian business is current national sales manager, key accounts, platforms and research Matthew Lumsden. Lumsden joined Vanguard in 2010 from Lazard Asset Management, originally joining ...

Uncertain environment fuelling risky investment

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
... whose cash is tied up in term deposits and "lazy long-term investors who keep their savings in interest bearing bank accounts," but can be reduced by seeking other investments and diversifying. "For lazy savers this means looking for growth assets that ...

Managed accounts boost income by 77%: case study

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
A recent case study from Mason Stevens shows a way financial advisers can use managed accounts to improve a client's retirement income. The case study uses the example of a pre-retiree couple with a combined superannuation balance of $1 million invested ...

Super funds should reassess view of balances: Challenger

JAMIE WILLIAMSON  |  WEDNESDAY, 2 NOV 2016
... with super that the ATO estimates have more than one account. ATO data also shows that average balances, once multiple accounts are consolidated, are much higher than generally perceived. "According to APRA, there were almost 30 million accounts at June ...

Macquarie Wrap continues growth trend

JAMIE WILLIAMSON  |  WEDNESDAY, 2 NOV 2016
Macquarie has added 54 managed funds and 20 separately managed accounts to its wrap platform in the last 12 months. The additions reaffirm Macquarie's commitment to delivering a broad range of flexible investment options with the Macquarie Wrap now ...

Rainmaker Information selected by CANSTAR

STAFF WRITER  |  TUESDAY, 1 NOV 2016
... $1.5 trillion in funds under management. This same data represents the fund coverage of 20 million superannuation member accounts across Australia and includes more than 46,000 individual investment options and more than 2500 individual fee packages. ...

Economic Wrap

BENJAMIN ONG  |  FRIDAY, 28 OCT 2016
... Australia export and import prices When the Australian Bureau of Statistics (ABS) released the June quarter National Accounts last September, one notable piece of information was the bureau's mention that "The Terms of trade increased by 2.3% in seasonally ...