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Showing 361 - 370 of 4003 results for "Accounts"

Fiducian names general manager, superannuation

JAMIE WILLIAMSON  |  TUESDAY, 19 NOV 2024
... business has been steadily growing in recent years. This year, it converted all its diversified funds to separately managed accounts to give investors greater flexibility and control. It also allowed the group to reduce its administration fees, which ...

Mason Stevens bolsters distribution team

MATTHEW WAI  |  MONDAY, 18 NOV 2024
Mason Stevens has named a head of strategic accounts, welcoming the global head of growth from Investment Trends to the position. The wealth platform provider said the appointment focuses on driving new business and strengthening platform partnerships ...

CFS expands managed accounts offering

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
... Management, ClearBridge, and Lazard Asset Management can now be found on CFS Edge. This takes the total number of managed accounts to more than 150. Some $14 billion is housed across the Edge and FirstChoice platforms. CFS also expanded the Accelerate ...

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
... Management, Insignia plans to grow its private equity and alternatives capabilities into new channels, expand its managed accounts offering, and simplify and reduce costs to manufacture. Hartley said Insignia Financial wants to be the "portfolio constructor ...

Systemic issues impact 20k consumers: AFCA

MATTHEW WAI  |  MONDAY, 11 NOV 2024
... has remediated the impacted members. Elsewhere, a super fund failed to prove it had notified its members with inactive accounts that their insurance will be cancelled unless they 'opt in' to keep their cover under the PYS legislation. The trustee had ...

Former Frontier alts head joins Evergreen

ELIZABETH FRY  |  THURSDAY, 7 NOV 2024
... Consultants as a principal consultant. In the new role, he is tasked with managing multi-asset portfolios and managed accounts, looking after manager research and due diligence and chairing the investment committee. Swaak has spent much of his career ...

Fidelity makes key sales appointments

ELIZABETH FRY  |  WEDNESDAY, 6 NOV 2024
... wholesale sales. In this newly created role, de Pourbaix will oversee research and aligned asset consulting, strategic accounts, platforms and strategic solutions. He will report to Fidelity International's local managing director Simon Glazier. ...

Qantas Super standardises offset account investments

ANDREW MCKEAN  |  WEDNESDAY, 6 NOV 2024
Qantas Super is changing the way most offset accounts are treated for members in its defined benefit (DB) divisions. The corporate fund, which is set to merge with Australian Retirement Trust (ART) in the first half of 2025, will have current and new ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... estate planning to navigating divorce and aged care," Arnol said. Many advisers (88%) are turning to separately managed accounts (SMAs) to service clients. Conversely, the recent Financial Standard Managed Accounts Forum heard what prevents advisers ...

Australian Unity offloads banking business

ELIZA BAVIN  |  WEDNESDAY, 6 NOV 2024
... agreement, Bank Australia will acquire Australian Unity banking customers and their existing loans, credit cards and deposit accounts, which at 30 June 2024 sat at approximately 25,000 customers, $1.4 billion in loans and credit, and $1.6 billion in ...