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Showing 211 - 220 of 544 results for "Term Deposit"

ASIC bans Sydney adviser

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
... conduct; making representations that Protect Ensure's products were conservative and low-risk options - similar to a term deposit - and that client funds would be pooled to attract a higher rate of interest. The regulator found that the products were ...

JCB fund added to Macquarie Wrap

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2016
The Jamieson Coote Bonds active Australian Bond strategy is now available via the Macquarie Wrap platform. Distributed by Channel Capital, the CC JCB Active Bond Fund is the retail version of JCB's wholesale strategy. Commenting on the fund, Channel ...

Class joins forces with bank

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
... 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 ...

XTBs added to OwnersAdvisory

JAMIE WILLIAMSON  |  TUESDAY, 22 NOV 2016
... investment officer, banking and financial services for Macquarie, said XTBs would complement OwnersAdvisory. "With Term Deposit rates tracking interest rates down to all-time lows and continued equity market volatility, we're seeing a growing demand ...

Government bond strategy added to HUB24

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2016
Jamieson Coote Bonds' active Australian Government Bond strategy, distributed by Channel Capital, is now available via the HUB24 platform. Added to HUB24's IDPS and Super menus, the CC JCB Active Bond Fund is the retail version of JCB's wholesale strategy. ...

Uncertain environment fuelling risky investment

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
The prospect of a Donald Trump victory and the continuance of historically low interest rates by the RBA are placing increased pressure on self-funded retirees and increasing opportunity risk, says Australian Unity. Head of Australian Unity David Bryant ...

Managed accounts boost income by 77%: case study

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... example of a pre-retiree couple with a combined superannuation balance of $1 million invested in a rolling six month term deposit. The low 2.7% rate offered is only providing them with a weekly income of $519. Placing the same balance into a managed ...

Macquarie Wrap adds global equity fund

ALEX BURKE  |  THURSDAY, 27 OCT 2016
... exposure with reduced volatility. Grant Samuel Funds Management head of distribution Damien McIntyre said: "With term deposit rates hovering around the 2-3 per cent mark, investors can't afford to sit in cash holdings that provide returns that barely ...

Livestock finance firm completes bond issue

DARREN SNYDER  |  THURSDAY, 13 OCT 2016
FIIG Securities says a recent $30 million bond issue by a livestock finance group exemplifies how companies can use bonds to diversify their debt profile and fund new growth. StockCo completed the bond issue as part of a capital restructuring that will ...

Midwinter extends partnership

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
... access to data that has been traditionally hard to harness, such as individual bank, mortgage, credit card, loan, term deposit, industry superannuation fund, self-managed superannuation and direct share accounts." InvestmentLink collects data from more ...