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Showing 751 - 760 of 4006 results for "Accounts"

AFCA secures $900m in compensation

CASSANDRA BALDINI  |  MONDAY, 21 NOV 2022
... for disputes added the highest level of product complaints related to credit cards, home loans, personal transaction accounts, personal loans, and MV - comprehensive insurance. AFCA said the top five issues by product line are delay in insurance claim ...

Local wholesale lead appointed by Columbia Threadneedle

JAMIE WILLIAMSON  |  TUESDAY, 15 NOV 2022
... of wealth distribution since May this year. He is most widely known for his role as head of investment sales and key accounts at First Sentier which he held for nearly three years, as well as a further two years under Colonial First State Global Asset ...

Insignia revamps wrap platform

ANDREW MCKEAN  |  MONDAY, 14 NOV 2022
... product solutions and tools." The new client experience includes a mobile app that enables clients to securely view their accounts and provides access to all the features of Expand Online. The Expand app allows clients to check transactions, performance ...

Stapling's consequences must be addressed: Cbus

ANDREW MCKEAN  |  MONDAY, 14 NOV 2022
... submission stated that stapling effectively inhibits collective choice in the pursuit of reducing the number of multiple super accounts, which on balance fails to deliver an overall better public policy outcome for many members. "It also curtails hard ...

ASIC bans married duo from providing financial services

ANDREW MCKEAN  |  FRIDAY, 11 NOV 2022
... 2021. Richard Marshall advised clients of his company, RT Marshall, many of whom were elderly, to open margin lending accounts, appointing himself or his wife as an authorised person to trade shares on behalf of those clients. He then arranged for shares ...

Super heads support capping retirement balances

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
... Review (AFR) Super and Wealth Summit, super fund chiefs agreed that the tax concessions on bloated retirement savings accounts should be trimmed. The panel on the strategic directions for super consisted of Mercer Australia chief executive David Bryant ...

Cbus overhauls climate change reporting

RACHEL ALEMBAKIS  |  FRIDAY, 4 NOV 2022
... placed to deploy capital into innovative projects across the built environment." Cbus notes that the built environment accounts for 39% of Australia's emissions, with embodied emissions accounting for 11% on their own. "We are on the lookout for opportunities ...

Scientiam, DASH launch easy fund exit service

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
... can access calculators and tools, track their spending, and access low-cost diversified superannuation and investment accounts. "Provided clients are better off moving, the Scientiam Transition Service is a way to help get them a better deal. They can ...

Don't water down YFYS: Grattan Institute

JAMIE WILLIAMSON  |  TUESDAY, 1 NOV 2022
... said. "The current design of the form and the flow-on to digital on-boarding services is probably still leading to new accounts being the 'default' outcome when an employee starts a new job. Selecting an existing fund should be easier - for both employers ...

Australia among top 10 financially inclusive markets: Research

CASSANDRA BALDINI  |  THURSDAY, 27 OCT 2022
... for borrowers' and lenders' protection rights, sixth for presence and quality of fintechs, seventh for access to bank accounts, and ninth for real-time transactions. Australia was ranked 14th for employer support when it came to employee and retirement ...