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Showing 311 - 320 of 4001 results for "Accounts"

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... holdings increased by 8.8%, according to the AUSIEX SMSF Under Advice report. The number of newly established SMSF trading accounts on the AUSIEX platform - across both advised and self-directed segments - rose 14.5% year-on-year in number. Advised SMSFs ...

Super moves: Aware Super, CareSuper

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... Responsible Investment Option. He began his career in financial markets at BT, where he spent almost four years in client accounts and platform development with his final role being that of a sustainability analyst.

Bragg accuses ASIC of secrecy

ELIZA BAVIN  |  THURSDAY, 20 FEB 2025
... compulsory?" Bragg said. "Clearly people are not getting their death benefits paid, they're being charged for multiple accounts, they're being charged insurance they don't want, and you're effectively saying that there's nothing further ...

CSLR levy pain could hit $123m: FAAA

KARREN VERGARA  |  THURSDAY, 20 FEB 2025
... before AFCA fees," he said. The failure of United Global Capital (UGC) significantly drove the 2026 levy estimates. This accounts for $44.6 million in claims and $3.6 million in AFCA fees - meaning $48.2 million out of the total $70 million. "I think ...

Insignia Financial improves losses amid takeover

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
... jumped close to 40%, coming in at $42.2 million. Net flows improved to $2.1 billion largely due to growth in the managed accounts business, and operating expenses improved 18.3% at $50 million. Finally, the Master Trust business had an 8.8% increase ...

HUB24 engulfs ClearView's remaining superannuation business

KARREN VERGARA  |  WEDNESDAY, 19 FEB 2025
... had $34.7 billion in assets and 144,026 members. The ClearView Retirement Plan had just $2.1 billion with 11,803 member accounts. ClearView has consolidated its superannuation products in recent years. On 19 May 2022, ClearView Superannuation and Roll-Overs ...

Our results were strong: Alexis George

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... margin declines weren't due to pricing pressure but rather a shift in asset mix, with more advisers using managed accounts. She expects ongoing innovation in that space and highlighted artificial intelligence (AI) as a key area of focus, particularly ...

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... enables them to interactively present information on the fly, drill into key details, switch across or aggregate client accounts, and leave personalised commentary on each page."

Industry fund insurance bungle adds fuel to mounting outrage

ANDREW MCKEAN  |  THURSDAY, 13 FEB 2025
... insurance on June 28 last year - resulting in affected members paying for insurance that shouldn't have been added to their accounts. "A small number of uninsured Rest members incorrectly had insurance coverage added to their accounts last year as a ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing over 25 years of experience to the fold and carries expertise in investment analysis and portfolio management. ...