Search Results | Showing 31 - 40 of 445 results for "Term Deposits" |
| | | ... 'cross-selling strategy' to market investments in its High Livez investment product to 780 consumers who held existing term deposits with Firstmac. In doing so, it breached DDO by sending product disclosure statements (PDS) for the Firstmac High Livez ... |
| | | | ... typically mortgage free, conversations revolve around prudent allocation using a bucketing strategy. "We focused on term deposits in 2023 amidst rates hiking for surplus cash, yielding optimal returns for the cash bucket. This strategy allows us to actively ... |
| | | | ... client account offers access to domestic and international direct shares, foreign currency, over 550 funds, and term deposits, CFS said. Advisers can build their own tailored SMAs using a wide range of Accelerate Funds alongside the broader investment ... |
| | | | ... its platform, enabling financial advisers to report on clients' other investments including cash accounts and term deposits, listed securities, managed funds, direct property, and other assets. HUB24 further bolstered its platform earlier this year ... |
| | | | ... Account. When the strategy is selected on the NGS Income Account, 12% of the member funds are invested in the cash and term deposits option, also known as the cash bucket. Meanwhile, the remaining 88% is invested in the Retire Plus option, known as the ... |
| | | | ... account without the need to selldown or repurchase shares and exchange-traded funds (ETF) investments. This excludes term deposits, which need to mature to be transferred to a retirement income stream account. A member's entire Direct Access investment ... |
| | | | ... provider in response to soaring demand. Across aligned and independent financial advisers, analysis by AMP found that term deposits have more than doubled to inch closer to $2 billion from $967 million in the year to August. The demand for defensive ... |
| | | | ... company attributed this decrease to high-net-worth clients redirecting funds to off-platform investments, notably term deposits. Throughout the year, Netwealth secured "new and important licensee and adviser relationships," leading to an over 10% increase ... |
| | | | ... Looking at the behaviours of those currently investing, the report revealed a continued growth in allocation to term deposits or high yielding savings accounts (9% in May 2023, up from 8% in November 2022 and 6% in May 2022). It also found market return ... |
| | | | ... automation capabilities, enabling financial advisers to report on clients' other investments including cash accounts and term deposits, listed securities, managed funds, direct property, and other assets. HUB24 chief product and innovation officer Craig ... |
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