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Showing 971 - 980 of 4010 results for "Accounts"

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 ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... filter functionality to analyse portfolio and asset information and keep track of Netwealth Super and Wealth Accelerator accounts. In addition, there is the functionality to view the details of historical transactions and monitor individual asset performance ...

ASIC bans adviser, cancels AFSL

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... and pay two AFCA determinations on time. In addition, Trade Wind FS did not lodge its 2019 and 2020 audited financial accounts and failed to notify ASIC of the change in the key person for the AFSL. "AFSL holders must comply with their licence conditions ...

Eliminating debt prioritised over pension contributions

KARREN VERGARA  |  MONDAY, 19 JUL 2021
... insights Alexandra Nobile said: "The pandemic highlighted the need to be prepared for the unexpected, with emergency savings accounts prioritised by participants, particularly among younger individuals. Plan sponsors can play a key role in helping participants ...

Economic recap: Week to July 16

BENJAMIN ONG  |  MONDAY, 19 JUL 2021
... disappointing expectations for a pick-up to 86.5. Then again, the drop in consumer sentiment could slow consumer spending - which accounts for more than 60% of the US economy - easing inflation pressure and ultimately, allow the Fed to maintain policy ...

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... work on the design and creation of such portfolios. Evidentia partner Troy Swann said: "We believe the rise of managed accounts is an opportunity for advice firms to not only increase business efficiencies and provide better execution for clients but ...

Lifespan appoints compliance lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... on the investment committee, in a bid to boost its practice development, governance, investment research and managed accounts offering. Lifespan chief executive Eugene Ardino said the appointment reflects the company's commitment to meet the ongoing ...

MySuper performance soars

ANNABELLE DICKSON  |  FRIDAY, 9 JUL 2021
... compliance Alex Dunnin said. "This is three-times the amount of all the money everyone contributed into their superannuation accounts through the year, six-times the amount of all the compulsory Superannuation Guarantee contributions or 17-times what ...