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Showing 961 - 970 of 4007 results for "Accounts"

Platform co-founder departs

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... Australia to co-found what is now known as WealthO2 in 2015. In 2016, WealthO2 launched WealthO2 MDA and WealthO2 Managed Accounts to bring automation to compliance, execution processing, broker data connectivity, rebalancing and performance analytics. ...

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... last month, BT finished migrating all its wrap clients over to the Panorama platform. The move added another 150,000 accounts $56.6 billion to Panorama from BT Wrap. "Having both a digital and a conventional way of doing business is very important to ...

Government releases final YFYS regulations

KANIKA SOOD  |  FRIDAY, 6 AUG 2021
... also defined a 'stapled fund' including a tie-breaker rule to decide the stapling fund for members with multiple accounts. Other regulations include specification of how products will be ranked on the online YourSuper comparison tool, information ...

Investment Trends adds to team

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... strategic decision making," Guiamatsia said. Investment Trend publishes research on areas such as adviser technology, managed accounts and ESG. Its managed accounts report published last week said, over the last five years, the proportion of financial ...

Milford adds to team

KANIKA SOOD  |  FRIDAY, 30 JUL 2021
... distribution from Macquarie Bank, where he was responsible for building and executing key account strategy in managed accounts and cash management. At the same time, it announced Brad Mackay to the position of regional manager for Queensland, hiring ...

AMP sued over corporate super misconduct

JAMIE WILLIAMSON  |  FRIDAY, 30 JUL 2021
ASIC is suing several AMP entities over fees for no service charged on corporate superannuation accounts. The regulator has commenced civil proceedings in the Federal Court against six companies that are, or were at the time of the conduct, part of ...

AFA slams skyrocketing ASIC levy

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... increased spending on litigation funding," he said. "The combination of the increase in enforcement and indirect costs accounts for $32.5 million of the total $38 million increase between 2018-19 and 2020-21. On a cumulative basis, over the last two ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
The increased uptake of managed accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or ...

BTFM, Asgard Capital fined $3m

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... to 404 customers totalling $130,006 after a request had been made to remove the financial adviser from the customers' accounts. BTFM and ACML apologise that these errors occurred." "The issue was self-reported to ASIC in July 2017 and customers have ...

Zenith adds client to Macquarie Wrap

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
... MyNorth. Zenith head of consulting Steven Tang said he has seen a noticeable increase in the interest and use of managed accounts over the past year. He puts this down to the flexibility, transparency and convenience managed accounts offer both advisers ...