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Showing 351 - 360 of 392 results for "Administration services"

Planners test new share trading blueprint

CHRIS NICHOLLS | FRIDAY, 19 OCT 2007

Tricom Investment Management and portfolio administration services provider APA Financial Services have joined to introduce a new Separately Managed Account (SMA) and direct share investment service. The new SMA product, due by December, will allow ...

CitiStreet expands team

MICHAEL HOBBS | TUESDAY, 28 AUG 2007

Administration services provider CitiStreet has announced new appointments in marketing, tax and member services in its Sydney and Brisbane offices. Alex Kleiman has been appointed head of marketing and strategy bringing with him a strong background ...

DKN to wrap up $120m Zurich deal

DKN has announced it will buy Lonsdale Financial and the platform administration services of Zurich Financial, a dual deal that creates a combined business with around $8 billion in funds under advice (FUA). The acquisition is still subject to DKN and ...

Local Super selects Vision for back office admin

Local Super is starting a new trend when it handed its back-office administration services contract to another super fund. The fund announced that it has entered into a partnership with Victorian-based super fund Vision Super. Nic Szuster, chief executive ...

Sunsuper seals admin deal with a twist

While many financial planners are moving towards the fixed fee model, fund administration services providers are running in the opposite direction, as evident from the recent Sunsuper and Citistreet deal. Sunsuper has continued its contract with fund ...

MLC switches $65b custody contract to NCS

... After more than two decades of partnership with State Street, MLC has switched its $65 billion custody and administration services contract for the MLC MasterKey platform to National Custodian Services (NCS). "With a custody services provider located ...

Three times the tax without a TFN

... because they haven't given their tax file number (TFN) to their employers. Superpartners, the largest administration services provider in the country, is urging people to provide their TFN to their employers before 30 June, when the Simpler Super reforms ...

BNP Paribas hires ex-IOOF exec

Custody and fund administration services provider BNP Paribas Securities Services has appointed Darren Booth as co-head of operations in Australia and New Zealand. Booth has joined BNP Paribas last month and has responsibility for all aspects of daily ...

Advisers waiting for better SMAs: survey

... Merrill Lynch's Customised Portfolio Service received the highest overall score, followed by Investment Administration Services (IAS) then Asgard and Hyperion on equal third. In the 'products' category, ShareInvest II's Direct Portfolio Services earned ...

In-specie transfers up 300 per cent: Multiport

... (SMSFs) to take advantage of the government's new super rules that will come into effect in July. SMSF administration services provider Multiport said the number of investors transferring assets such as ASX listed shares, commercial property and managed ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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