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| | ... with no minimum fee, account aggregation, and a capped fee structure. It will also feature an extensive range of managed accounts, Centrepoint said, citing data that suggests the local managed account market will be worth $280 billion by 2026. It added ... |
| | | ... action on behalf of Rest members who may have had income protection premiums wrongfully deducted from their superannuation accounts. The class action alleges that from December 2008 to June 2019, Rest automatically enrolled new members in income protection ... |
| | | ... said. The past 12 months saw platforms unleash a heap of enhancements. AMP's North launching fractional shares in managed accounts and CFS's Edge dividing client accounts into sub-accounts were some standouts. With respect to the latter, Peker said this ... |
| | | ... report underscored that all platforms broadened their investment menus, aligning to industry thematics such as managed accounts, cash, and retirement solutions. "All platforms have again delivered a significant scope of new functionality over the last ... |
| | | ... develop and manage high quality real estate investments together with our mandate clients," said GPT head of separate accounts Greg Paddison. "We continue to leverage our expertise and experience to deliver strong outcomes for our capital partners and ... |
| | | The number of financial advisers authorised to advise on managed discretionary accounts (MDAs) has dropped just 6.1% in the past three years, despite the total number of advisers falling much more. According to analysis by Rainmaker Information, there ... |
| | | ... commodities to produce a return. However, no such products existed, and Sandiford simply deposited the money into bank accounts held in his own name. It was then used to fund personal expenses and for other purposes unrelated to trading. Of the $440,909 ... |
| | | ... and I find that that was calculated to deceive your clients into thinking that the money had been taken out of their accounts in error." |
| | | ... and the amount identified by the investigative accountants as being held by Brite in its financial institutions' accounts. Brite had reported holding US$682 million while the investigative accountants were only able to identify US $612.9 million ... |
| | | ... dollar value. Evidentia works with private wealth firms to build investment portfolios, specifically separately managed accounts (SMA). Founded in 2018, it now has 24 staff members based in Sydney, Melbourne, Brisbane, and New York. Evidentia founder ... |
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