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Showing 601 - 610 of 4006 results for "Accounts"

Former Morningstar executive in new role

ELIZABETH FRY  |  FRIDAY, 25 AUG 2023
... research ratings business run by Murphy. Lioutas said it will start rating funds late this year. "The growth in managed accounts and the resulting concentration of funds flows means there's never been a greater need for quality over quantity of research," ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... including strengthening its top position in the workplace super market, consolidating its Wrap platforms, growing its managed accounts and private equity capabilities.

No question we need more BTR: Mowat

CHLOE WALKER  |  THURSDAY, 24 AUG 2023
... a strategic objective for Mowat and his team. "We're currently in discussions with capital partners about segregated accounts to do more in the sector," he said. "Our model is one of partnership - we partner with mid-sized best-in-class developers and ...

Centrepoint names new chair, borrows $10m for M&A

CASSANDRA BALDINI  |  WEDNESDAY, 23 AUG 2023
... experience to capitalise on the opportunities that lie ahead," Centrepoint Alliance said. Finally, initiatives to grow managed accounts continue to progress. "Over the last 12 months the business has strengthened governance with a majority non-executive ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... assets frozen and been barred from leaving the country as the regulator investigates fees charged to client superannuation accounts. Last month, David Mario Valvo of Sydney was ordered by the Federal Court to surrender his passport while his assets and ...

Netwealth gears up to relaunch Core, market share expands

ANDREW MCKEAN  |  WEDNESDAY, 16 AUG 2023
... year, Netwealth secured "new and important licensee and adviser relationships," leading to an over 10% increase in client accounts. As the company enters FY24, Netwealth said it's poised to further expand its market share, which has already grown ...

FSCP issues slap on the wrist to adviser

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... e.g. no comparisons of fees or risks, or identification of any benefits lost by closing their existing superannuation accounts," the FSCP said. Mr. X was forced to engage an independent person to pre-vet and audit the next 10 SoAs that include a recommendation ...

APIR reports surge in new financial products

ANDREW MCKEAN  |  FRIDAY, 11 AUG 2023
... has noted a significant rise in the registrations of new financial products, particularly of managed funds and managed accounts. According to APIR chief executive Chris Donohoe, while product registrations were slightly down from the previous year's ...

AustralianSuper bungle underpays some Choice members

KARREN VERGARA  |  THURSDAY, 10 AUG 2023
... AustralianSuper said it will refund $70 million it overcharged 100,000 members after it failed to detect that they had multiple accounts. AustralianSuper at the time said it "regularly identifies and combines multiple accounts held by a single member ...

Aware Super hires business development lead

CASSANDRA BALDINI  |  THURSDAY, 10 AUG 2023
... position of general manager customer and product. Prior to that, she spent over four years at OnePath as head of strategic accounts and sales strategy, and head of national sales strategy. Jarvis also previously worked at BT Financial Group as its head ...