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| | | ... advisers meet their clients' needs with a range of solutions including ETF-based model portfolios, separately managed accounts as well as the provision of a full suite of educational material covering portfolio construction, practice management and ... |
| | | | ... financial services (AFS) licensee that helped consumers find lost superannuation and consolidate their superannuation accounts. For the same period, he was also the sole director, responsible manager and key person under The Australian Dealer Group's ... |
| | | | ... The Colonial First State FirstWrap mobile app will give members access to their superannuation, pension, and investment accounts via their phone. The app is available on both Apple and Android devices and can be used to view total portfolio balances ... |
| | | | ... for quite a while, we first started talking about the migration about five years ago..." Last year more than 150,000 accounts were moved from Wrap to Panorama, which also allows advisers to work between desktop and app functions. Vincent said the change ... |
| | | | ... investors suffered losses, many of them, along with their financial advisors, expressed surprise and closed their YES accounts," the SEC said. "Advisory firms are obligated to implement appropriate policies and procedures to ensure all parties involved ... |
| | | | Based in Melbourne, Arjun Shanker will oversee various ETF Securities accounts, including financial advice firms across Victoria and Tasmania. In his new role, he will report to head of distribution Kanish Chugh. Shanker joins the team from Lincoln ... |
| | | | ... kind to receive a full banking licence from APRA, is closing its doors and urging customers to withdraw all funds from accounts before July 5. In a statement, Volt said the decision was made by the board after it reviewed recent progress in capital raising ... |
| | | | AMP is lowering the maximum administration fees charged for MyNorth Investment and MyNorth Super accounts on its North platform. According to an AMP statement, the new limits on administration fees as part of an effort to push further into the IFA market. ... |
| | | | ... used include active managed funds (45%), active ETFs (34%), index managed funds (30%), index ETFs (30%), and managed accounts (26%). Greenwashing was considered to be the biggest challenge by investors when recommending responsible investments. "With ... |
| | | | ... of small funds. "About half of sub-$10 billion funds face sustainability challenges with declining net cash flows and accounts. It's hard to see how that's going to generate the best outcomes for their members," Byres said. Nevertheless, Byres ... |
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