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Showing 2321 - 2330 of 4013 results for "Accounts"

MGP subsidiary buys stake in QLD advice firm

ALEX BURKE  |  MONDAY, 18 JUL 2016
Managed Accounts Holdings (MGP) subsidiary Planner Holdings has acquired a minority interest in a Queensland-based advice firm. Holman McGregor Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder ...

MainstreamBPO heads to NY

KERRIE SYDEE  |  FRIDAY, 15 JUL 2016
... office in New York is an obvious next step for us given the US hedge fund market is the largest market in the world and accounts for more than half of global hedge fund assets. We anticipate we will be in the top 20 ranking of fund administrators in ...

HUB24 FUA exceeds 120% growth

KERRIE SYDEE  |  FRIDAY, 15 JUL 2016
... providing custody and administration services to wholesale clients and reporting services FUA represent retail client accounts held outside of custody that the platform provides portfolio and tax reporting for. In a statement HUB24 stated that retail ...

Boutique asset manager signs new exec

DARREN SNYDER  |  WEDNESDAY, 13 JUL 2016
... $500 million in assets under management, and a 25-year history of delivering client returns via individually managed accounts and specialised unit trusts.

NAB appoints independent customer advocate

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... staff and third parties, which will include remuneration for selling and providing advice on products such as transaction accounts, general insurance products, consumer credit insurance, mortgages, personal loans, credit cards and small business loans. ...

ClearView adds annuities to wrap

MARK SMITH  |  MONDAY, 11 JUL 2016
... annuities follows on from WealthSolutions' upgrade to its popular implemented model solutions, adding separately managed accounts (SMAs) to its investment platform in October 2015. ClearView Wealth specialises in life insurance, wealth management and ...

Pan-Tribal makes key accounts hire from BT

ALEX BURKE  |  TUESDAY, 5 JUL 2016
Pan-Tribal Asset Management has appointed a new key account manager for New South Wales. Mark Aufderheide joins Pan-Tribal from BT Financial Group, where he was a key account manager. Prior to that, he spent 19 years at Asgard after holding several ...

UniSuper creates member comparison tool

DARREN SNYDER  |  WEDNESDAY, 29 JUN 2016
... stage of life to provide a number of tailored suggestions - from suggesting the use of a budget planner, to consolidating accounts and helping the member reach their retirement goals. UniSuper chief executive Kevin O'Sullivan said retirement adequacy ...

New Spring FG SMSF platform opens

MARK SMITH  |  MONDAY, 27 JUN 2016
... program, Swimming Between the Flags." The platforms investment options include government guaranteed cash management accounts from Macquarie Bank and term deposits from more than 20 different Australian banks, credit unions and building societies integrated ...

NZ Super seeks factor investing strategies

DARREN SNYDER  |  MONDAY, 27 JUN 2016
... The NZ Super Fund said factor investing would potentially help get the most value out of its passive portfolio, which accounts for about 75% of the NZ$30.3 billion ($28.9 billion) fund. It is most interested in low risk and value factors. This plays ...