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Showing 2441 - 2450 of 4013 results for "Accounts"

Managed accounts forum sold out, 2015 adviser survey results revealed

STAFF WRITER  |  WEDNESDAY, 7 OCT 2015
... financial advisers and managed account professionals will be in Sydney tomorrow to attend a national forum on managed accounts where the key findings of the 2015 Financial Standard adviser survey on managed accounts will be revealed. Managed accounts ...

Managed accounts key to SMSF diversification

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
Managed accounts are an effective vehicle for mitigating self-managed super fund diversification risk, according to HUB24 head of marketing and distribution Wes Gillett. Speaking to Financial Standard ahead of the 2015 Best Practice Managed Accounts ...

NAB enlists Topdocs for CMA service

ALEX BURKE  |  TUESDAY, 6 OCT 2015
NAB has partnered with legal document provider Topdocs to streamline its NAB Cash Manager investment accounts. The partnership enables financial planners to use Topdoc's online portal to establish a NAB CMA at the same time as a SMSF, company or trust ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
Almost all major retail wealth groups now offer managed accounts but that doesn't mean they are using the same strategy to get involved with the emerging sector. Rainmaker has just completed its second annual Managed Accounts report containing a detailed ...

New laws define inactive super members

DARREN SNYDER  |  WEDNESDAY, 30 SEP 2015
... contribution or rollover in respect of the member within the last 12 months. The proposal will allow inactive superannuation accounts to be consolidated in to members' active super accounts without the individuals' consent. The legislation forms part ...

S&P warns banks on cyber risk

ALEX BURKE  |  WEDNESDAY, 30 SEP 2015
... millions of dollars in losses from breaches that allowed criminals to illegally transfer funds from corporate customer accounts and from ATMs." While S&P hasn't yet downgraded any banks due to cyber-attacks, it said this was because those attacks didn't ...

SMAs on Macquarie Wrap pass $100m milestone

STAFF WRITER  |  TUESDAY, 29 SEP 2015
Separately managed accounts (SMAs) on Macquarie Wrap have passed $100 million in funds under administration in its first year. The functionality was added to Macquarie Wrap in September 2014 to provide financial advisers with access to a range of SMAs. ...

Treysta moves $200 million funds under advice into managed accounts

MICHELLE BALTAZAR  |  MONDAY, 28 SEP 2015
... eluded their predecessors. Mark Nagle, executive director at Treysta Financial Life Management, explains how managed accounts have transformed their business. It was a bold step that has paid off for the executive team behind Treysta. Now celebrating ...

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
Despite the rise and rise of managed accounts, financial advisers still report that APL and AFSL restrictions are the main blockage on more of them getting on board with this new way of administering investments. Financial Standard has just completed ...

NZ Super weighs equity market capacity

DARREN SNYDER  |  TUESDAY, 22 SEP 2015
... Guardians of NZ Superannuation, the entity that manages the NZ$29.5 billion fund, said its current allocation to NZ equities accounts for about 2% of total market capitalisation. The NZ market capitalisation is currently more than NZ$99.5 billion. A ...