Search Results | Showing 331 - 340 of 4001 results for "Accounts" |
| | | ... lows. Consequently, Investor TRF retail investors who did not switch and continued to hold their fund shares in taxable accounts faced historically larger capital gains distributions and tax liabilities and were deprived of the potential compounding ... |
| | | | ... time, its administration fees were deemed to be slightly more expensive than the platform median across lower balance accounts, however it noted it was slightly cheaper for higher balance accounts, being most of its members. |
| | | | ... Understanding to explore a merger in June 2022. At the time, their combined assets were pegged at $26 billion with member accounts at 169,000. |
| | | | ... net members' benefits flows of $201.3 million compared to the industry median of $9.07 million. Its total member accounts grew by 42.75% - the industry median was just 1.1%. Meantime, net rollovers into Slate Super for the period totaled nearly $48 ... |
| | | | ... experience to the role particularly in the adviser research and analytics space, with direct experience across managed accounts, investment sales, sales management, cloud-based accounting software and fintech,' added Boyes. "These strategic appointments ... |
| | | | ... four years ago. He spent nearly six years at Insignia as a portfolio manager, looking after model portfolios, managed accounts, investment strategy and asset allocation. Before that, he spent two years with Challenger's Fidante Partners division ... |
| | | | ... spending. The ABS said this resulted in notable growth in transferable deposit balances particularly in mortgage offset accounts. Total demand for credit was $113.3 billion, driven by private non-financial businesses ($44.7 billion), general government ... |
| | | | ... acquire Mason Stevens for an undisclosed figure. Adamantem Capital has signed a binding agreement to acquire the managed accounts specialist. Mason Stevens chief executive Tim Yule said the transaction will deliver significant value and benefits for ... |
| | | | ... all large funds, representing 31% of the total in-scope funds under management (FUM) and close to six million member accounts. Twelve trustees were given an 'amber' rating, meaning their frameworks were considered 'acceptable'. This included two platforms ... |
| | | | ... months from October 2023 to March 2024, with the spike reportedly aligning with a rise in scammers accessing victim's accounts by impersonating HSBC Australia staff, ASIC said. ASIC is seeking declarations of contraventions, pecuniary penalties ... |
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