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Showing 611 - 620 of 4006 results for "Accounts"

Lonsec appoints new investments leadership

CHLOE WALKER | THURSDAY, 10 AUG 2023

... in responsible investing." "Nathan joins the business at an exciting time as we continue to grow our expanding managed accounts business. This includes renewing our commitment to partner with quality advice businesses to support them with tailored managed ...

Industry fund cuts insurance costs

ANDREW MCKEAN | WEDNESDAY, 9 AUG 2023

... investment earnings. Historically, investment earnings have been completed monthly as a crediting rate, applied to member accounts upon exiting the fund or as of June 30, post deduction of investment tax, fees, and costs. However, a recent review unearthed ...

Online investor numbers dip as cost-of-living bites

CHLOE WALKER | FRIDAY, 4 AUG 2023

... 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 expectations hold steady ...

Trust trumps product advice: Research

ANDREW MCKEAN | THURSDAY, 3 AUG 2023

... construction (26%). Other findings showed that emotional trust has the greatest impact on overall trust in an adviser. It accounts for 54% of the trust people place in a financial adviser. Trust was found to increase with age, wealth, tenure, and financial ...

HUB24 unveils new data feeds

CHLOE WALKER | WEDNESDAY, 2 AUG 2023

... feeds and 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 ...

Mortgage holders, retailers relax after rate pause

KARREN VERGARA | WEDNESDAY, 2 AUG 2023

... Aussies have $60,000 in savings on average, which includes term deposits, offsets, mortgage redraw, and share-trading accounts. Over the past six months however, savings have been in steady and steep decline, as they eat into their savings by $2000 on ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER | TUESDAY, 1 AUG 2023

... Edge will be able to tap into other parts of the market," Quirk said. Another key aspect of Edge is its rich managed accounts capability. "This is the first major platform being deployed in the Australian market since managed accounts have become so ...

Advisers lacking PII sidestep AFCA rulings

KARREN VERGARA | FRIDAY, 28 JUL 2023

... quarter. Buy now pay later (BNPL) complaints were up 57% annually and jumped 56% the June quarter. Personal transaction accounts had the lion's share of the total complaints (13,781), overtaking credit cards (10,555). AFCA received 6048 scam-related ...

Retail super funds plan to merge

ANDREW MCKEAN | WEDNESDAY, 26 JUL 2023

... development, Colonial First State Investments is also stepping down as the operator of encircle's managed investment accounts. Earlier this month, encircle Super members received correspondence outlining that their accounts would be transferred to Centric ...

Advisers service 120 clients on average

KARREN VERGARA | TUESDAY, 25 JUL 2023

... planning (32%) and cashflow modelling (31%). There is also strong demand for their technology to integrate with bank accounts, trading tools, and appointment scheduling to support meeting growing client demand. In the past year, many advisers consolidated ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

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

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

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 | 11:09AM

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 | 12:20PM

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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