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Showing 2931 - 2940 of 4013 results for "Accounts"

SSgA names wholesale vice president

LINDA HAUSKEN  |  FRIDAY, 24 AUG 2012
... Australian wholesale channel. Johnston joins from Goldman Sachs Asset Management where she held the role as a national accounts manager. She has also previously worked at Perennial Investment Partners and Merrill Lynch Investment Managers. Johnston will ...

Separate wealth from income strategy: Merton

MELANIE TIMBRELL  |  FRIDAY, 24 AUG 2012
... age at something like the traditional 70/30 allocation. "It's a really important innovation to try and do individual accounts based on their own circumstances rather than pool everybody together," Merton said. Member communication would also be streamlined ...

IAS renews partnership with SS&C

LINDA HAUSKEN  |  THURSDAY, 23 AUG 2012
Australian managed accounts provider, Investment Administration Services (IAS) has renewed its affiliation with global financial services software provider, SS&C Technologies through the use of the firm's Global Wealth Platform to support its managed ...

HNW clients give brokers the 'thumbs down'

MELANIE TIMBRELL  |  FRIDAY, 10 AUG 2012
... and research on ASX top 200 stocks. I wanted to say 'Where is your money and what are you investing in? Show me your accounts'. "It's a two way street - they know everything about you, so why can't I know everything about them?" Too much of the conversation ...

Polarisation of super dubbed "shocking" by UK manager

MELANIE TIMBRELL  |  THURSDAY, 9 AUG 2012
... superannuation was a point of contention. "In a population of 23 million people to have nearly half a million self-managed super accounts is jaw-dropping," McFarlane said. "I can't think of anywhere else in the world with that kind of number. "Then at ...

Crystal Wealth appoints former Multiport CEO

LINDA HAUSKEN  |  MONDAY, 6 AUG 2012
... company director and shareholder. Prior to joining Crystal Wealth Partners, McIlroy was the founder of SMSF and managed accounts business Multiport which was purchased by AXA in 2009. In his new role, McIlroy will assume responsibility for the development ...

CGT relief for super funds backdated

LINDA HAUSKEN  |  MONDAY, 6 AUG 2012
... shared with the Government about the impact on fund members. "Some fund members would have taken a direct hit on their accounts if fund mergers which occurred from 1 October 2011 were not provided the capital gains tax (CGT) relief for funds carrying ...

MySuper to commoditise super

ALEX DUNNIN  |  WEDNESDAY, 1 AUG 2012
... funds. However, Rice Warner expect SuperStream to have a bigger fee impacts. "We expect that the reduction in [inactive] accounts will lead to an increase in per capita administration fees across the industry with the largest impact felt on industry ...

Heritage Bank launches online RSA

ALEX DUNNIN  |  WEDNESDAY, 1 AUG 2012
... Through the platform Heritage Bank customers can see the balance of their super alongside that of their existing bank accounts when doing online banking. Customers can also make contributions electronically and check their balance, returns and deposits ...

CUA launches low cost super funds

ALEX DUNNIN  |  WEDNESDAY, 1 AUG 2012
... called CUA Super and CUA Pension. While CUA is a mutual bank, these products are not bank deposit based Retirement Savings Accounts but regular super products with diversified asset allocations that will be managed on a multi-management basis. Jason ...