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Showing 2431 - 2440 of 4013 results for "Accounts"

Property spruiker banned for providing unlawful advice

MARK SMITH  |  TUESDAY, 20 OCT 2015
... business model depended on "persuading relatively unsophisticated investors of the virtues of using their superannuation accounts to purchase investment properties and to establish SMSFs. "Investors were influenced to make important decisions concerning ...

CBA refunds $7.6 million to 8400 customers

DARREN SNYDER  |  MONDAY, 19 OCT 2015
... customers and applied to a range of products including lending facilities, business overdrafts, savings and transaction accounts. An ASIC statement said there were a range of interest rate and fee concessions on eligible products like discounted lending ...

HNW Planning ramps up high-touch advice with netwealth managed accounts

MICHELLE BALTAZAR  |  FRIDAY, 16 OCT 2015
HNW Planning has struck a managed accounts deal with platform provider netwealth in its ongoing bid to deliver cutting-edge financial advice to its clients. The NSW-based dealer group's principal Robert Cumming said that they have for the past two years ...

DomaCom added to managedaccounts.com.au

MARK SMITH  |  FRIDAY, 16 OCT 2015
Managedaccounts.com.au has added fractional property fund manager DomaCom to its platform. Managed accounts offer portfolios created to meet specific investment needs but until now, real property has been under-represented on platforms. "Property is ...

Zenith re-rates BetaShares ETF

ALEX BURKE  |  TUESDAY, 13 OCT 2015
... reach that status. AAA is targeted at generating regular income with capital security through investing in bank deposit accounts, and is one of the largest ETFs in the country, with over $750 million in funds under management. "We are pleased to see ...

Aussie fintech partners with Alibaba

DARREN SNYDER  |  TUESDAY, 13 OCT 2015
... outstanding invoices. The funding decisions are based on real time trading information provided by linking the business accounts via Xero or MYOB. Collaborate's initial investment of $150,000 for an 8.33% equity stake in FundX makes the ASX-listed company ...

Reversal of fortunes

BENJAMIN ONG  |  MONDAY, 12 OCT 2015
... or maintain production levels. These have come back to haunt America... in the form of low inflation and weak external accounts and more recently, slowing jobs growth. Financial markets are reversing their third quarter reversal because speculations ...

Household is the future of advice

ALEX BURKE  |  FRIDAY, 9 OCT 2015
... to SS&C head of Australia and New Zealand Nadine Moore. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Moore observed the growing role of outsourcing in investment administration within financial planning in Australia and ...

Don't flood managed accounts with excess investment options: advisers

ALEX BURKE  |  THURSDAY, 8 OCT 2015
Tailored investment solutions are more important to advisers using managed accounts than excessively wide ranges of investment choices, according to Rainmaker research. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Rainmaker ...

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
The GFC was a defining chapter in the growth of managed accounts, according to panelists at the 2015 Financial Standard Best Practice Managed Accounts Forum. Speaking on a panel chaired by managedaccounts.com.au chief executive David Heather, Paradigm ...