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Showing 3071 - 3080 of 4013 results for "Accounts"

OneVue to expand its UMA platform distribution

CLAIRE MCGREAL  |  TUESDAY, 11 OCT 2011
... "Through the OneVue UMA advisers can have their clients' fixed interest securities and term deposits, traditional WRAP accounts, managed funds, separately managed accounts, listed securities and cash all on the one platform." OneVue will soon launch ...

Planner banned as watchdog continues industry clean-up

CLAIRE MCGREAL  |  TUESDAY, 11 OCT 2011
... laws when servicing clients between July 2009 and July 2010. This included unauthorised discretionary trading on client accounts by holding and engaging in misleading and deceptive conduct through his failure to inform the clients or Novus Capital Limited ...

Former company director pleads guilty to dishonest conduct

CLAIRE MCGREAL  |  THURSDAY, 6 OCT 2011
... managed funds and property for returns of between 8 and 15%. It is alleged that he then deposited the money into bank accounts under his control, and used it for the three companies and his own personal use. Each criminal charge carries a maximum jail ...

Macq seals landmark $8.7bn admin deal with Perpetual

ELISE BURGESS  |  WEDNESDAY, 5 OCT 2011
... market appeal. Macquarie will provide all back office service and administration for Perpetual's high net worth Wrap accounts that were on its $8.7 billion platform administration system (PACT). Geoff Lloyd, Perpetual's group executive private wealth ...

Boutique focus with new super product: Bendigo Wealth

ELISE BURGESS  |  FRIDAY, 30 SEP 2011
... this product is ideal for investors aged between 25 and 50 that want to kick start their super but may have multiple accounts and want low fees. "SmartStart Super offers low management fees - well below the industry average - making it a truly low cost ...

Zurich builds retail risk with new appt

ELISE BURGESS  |  THURSDAY, 29 SEP 2011
... CommInsure, has joined Zurich's retail risk team where she will be responsible for developing new strategies for existing accounts in addition to the creation of new adviser products, services and technologies where Zurich has been actively moving into ...

ASIC: Former Bell Potter adviser charged

RACHEL DAVIS  |  WEDNESDAY, 28 SEP 2011
... that between 28 September 2005 and 12 March 2008 Donald rebooked profitable share trades from a client account to two accounts controlled by him and then sold those shares for a profit. Donald is also accused of rebooking non-profitable share trades ...

Brand reputation key to mandate wins

MATT WOODINGTON  |  MONDAY, 26 SEP 2011
... still the main reason for dropping managers, according to 69% of institutions, straying from investment competencies also accounts for around 10% of decisions. Performance, philosophy and organisational stability remain core selling points for managers ...

New online super tracking portal

ELISE BURGESS  |  MONDAY, 26 SEP 2011
... has announced plans for a new online lost super tracking system, to relocate 5.8 million lost Australian superannuation accounts holding $18.8 billion. In a bid to make super consolidation an easier process, the Australian Taxation Office (ATO) is currently ...

Boost for corporate sector as Stronger Super details emerge

MATT WOODINGTON  |  WEDNESDAY, 21 SEP 2011
... or fund for MySuper. The Government said it would help super funds and members locate and consolidate multiple member accounts. Those with balances under $1000 and in eligible rollover funds, will be transferred into the member's current active account ...