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Showing 221 - 230 of 4000 results for "Accounts"

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... Hutchison said. "We're really excited to support advice practices large and small with a tailored entry point into managed accounts, by providing them with the capability to tailor portfolios without a full build - and create a way they can benefit from ...

APRA dissects retirement products for the first time

KARREN VERGARA  |  FRIDAY, 27 JUN 2025
... offer. The data reveals that retirement products have a balance of $362,000 on average from a total of 1.4 million member accounts. This trumps the average balances of MySuper, Choice accumulation and Choice transition to retirement products of $71,000 ...

Magellan bolsters investment and distribution ranks

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... over 25 years' experience, including 15 years at Fidelity, where he was most recently director of platforms and key accounts. Dowling also held senior roles at BT Funds Management and BT Financial Group. "Andrew is highly respected in the industry ...

InvestSMART names chief operating officer

ELIZA BAVIN  |  THURSDAY, 26 JUN 2025
... growing funds under management. As at 31 December 2024, InvestSMART had $671 million FUM, managing professionally managed accounts on behalf of 2950 clients. "Andrew brings extensive senior financial leadership experience with a proven track record in ...

ASIC calls on AFS licensees to 'step up'

ELIZA BAVIN  |  TUESDAY, 24 JUN 2025
... additional due diligence where trading is unusual for a client, a client makes large withdrawal requests or newly opened accounts are observed; and conducting further due diligence when clients add or request changes to personal information such as postal/email ...

ART makes sweeping changes to corporate super plans

ELIZA BAVIN  |  MONDAY, 23 JUN 2025
... fees for insurance-only members. From 1 July 2025, a 10% insurance fee will be applied to the premiums of Insurance Only accounts of members who do not have their Superannuation Guarantee (SG) directed to the Evolution Mining Superannuation Plan. "It ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025
... implemented consulting and investment research. Roga brings over two decades of experience in asset management, strategic accounts, and executive advisory leadership. Previously, he was the chief executive and managing partner at SCM Financial Group ...

TAL scores new super fund mandate

JAMIE WILLIAMSON  |  FRIDAY, 13 JUN 2025
... statistics, Virgin Money Super has about $1.45 billion in funds under management. This is spread across about 127,000 member accounts.

Super tax requires a 'holistic' review: ASA

MATTHEW WAI  |  FRIDAY, 13 JUN 2025
... million. ASA chief executive Rachel Waterhouse said despite the measure only affecting a small portion of high-balance accounts, the tax raises "broader concerns". "It risks undermining long-term planning, reducing fairness in the system, and affecting ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
... to a cryptocurrency-based investment scam. Between March 2022 and June 2023, she allegedly transferred the money into accounts held in her name and that of her personal company before converting it into cryptocurrency and transferring it to various wallets ...