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Showing 31 - 40 of 3999 results for "Accounts"

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
Clime Investment Management is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. The cash transaction is subject to platform consent, due diligence and completed documentation. ...

Trump building 'better' super system than Australia

ELIZA BAVIN  |  FRIDAY, 1 MAY 2026
... Australian system." However, Trump said his plan would be "better". "I promised to make the same types of retirement accounts enjoyed by federal employees available to all Americans, and that's what we're doing. Nobody thought that was possible," Trump ...

Rainmaker Information hires from APRA

STAFF WRITER  |  THURSDAY, 30 APR 2026
... in the wealth management landscape with coverage including superannuation, investment management, platforms, managed accounts, model portfolios, retirement solutions and financial advice under one roof. It's a breadth that's genuinely rare, and underpinned ...

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI  |  TUESDAY, 28 APR 2026
... last year on Pinnacle Investment Management's investment in FinCap to support the launch of a private assets managed accounts platform. Ryan said FinCap will have an investment team that will work with advisers to have their own portfolios on the ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... businesses, arcpoint will provide portfolio design. At licensee support firm Capella Advisory, arcpoint will provide a managed accounts solution and adviser toolkit. For financial consulting firm United Advisory, arcpoint will deliver a portfolio solution. ...

Treasury's proposal adds flexibility for new advisers: FAAA

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... important," the submission stated. "Superannuation is typically the largest financial asset people have, so understanding what accounts they have, how much they have and what contributions have previously been made is essential. "Obtaining this information ...

UniSuper halves admin fees for 42,000 members

RIDDHIMA TALWANI  |  TUESDAY, 21 APR 2026
... within our Flexi Pension product. Based on our modelling it means that they could have more than $5000 extra in their accounts through their retirement thanks to this change," Chun said. The Flexi Pension option allows members to access super as an income ...

Netwealth reports $4bn net inflows

ELIZA BAVIN  |  THURSDAY, 16 APR 2026
... "In addition, 41 new intermediary relationships were established during the period, as well as an additional 4454 new accounts," Netwealth said. Non-custodial FUA was $1.2 billion as at March 31, 56.6% higher than the prior corresponding period. Funds ...

AMP sees strong platform growth, AUM hit by volatility

ELIZA BAVIN  |  THURSDAY, 16 APR 2026
... continues to scale, with strong deposit growth in the period, driven by the Qantas Frequent Flyer offer on transaction accounts and competitive GO Save rates. We are focused on achieving an appropriate mix of transaction and savings accounts, as part ...

FSC ups expectations on platform trustees' governance

JAMIE WILLIAMSON  |  THURSDAY, 16 APR 2026
... advice fee deductions, the standard requires trustees to monitor adviser fee flow patterns and adviser activity on member accounts and, among other things, where it has concerns deductions are not compliant, contact the member to find out whether advice ...