Search Results | Showing 81 - 90 of 11205 results for "Account" |
| | | Macquarie has appointed a new head of wrap platform after Michelle Weber stepped down from the role following a 13-year tenure at the company. Chloe Neil has taken on the role, and will be responsible for the strategy, growth and management of Macquarie's ... |
| | | | APG Asset Management has topped up its mandates with MaxCap, deploying another $557 million ($US400m) to invest across Australian real estate. The discretionary mandate will continue to invest in first-mortgage loans across all real estate sectors with ... |
| | | | Hejaz's Islamic Super and Pension products will be terminated as a fallout from Equity Trustees ditching the superannuation trustee business. The latter, however, says otherwise. Hejaz Islamic Super had 2600 members and more than $98 million in ... |
| | | | ... have just left 80% of your clients out in no man's land." Managed accounts technology solves exactly that. A managed account is a structure that sits on platforms such as HUB24 or Netwealth, where model portfolios are available. An adviser can pick ... |
| | | | MUFG Pension & Market Services (MPMS), a member of MUFG, a global financial group, announced it has entered into a binding scheme implementation deed to acquire GROW Technology Services (GROW Inc). The acquisition is subject to conditions, including ... |
| | | | ... year, Altruist launched Hazel, an artificial-intelligence driven tax planning tool that processes and analyses payslips, account statements and meeting notes and other documents to generate a tax plan within minutes. Vanguard was one of the first backers ... |
| | | | The Self-Managed Super Fund Association (SMSFA) has appointed Keddie Waller as the head of professional standards. In her the role, Waller will lead the association's professional standards framework, with responsibility for accreditation, continuing ... |
| | | | ... It is automatically applied when a member's Flexi Pension is activated. The funds will be directly inserted into their account, depending on their account balance and investment options. The new bonus adds to the halved administration fee on Flexi Pension ... |
| | | | ... three years to 2025, compared to 20% growth across other claim causes. At Colonial First State, mental-health conditions account for nearly 30% of total TPD and income protection - the leading cause of claims across both benefit types. One top priority ... |
| | | | ... bonds with GDG pointing to retirement, wealth transfer and tax efficiency as structural drivers. Evidentia Group's managed account FUM increased 37% to $49.5 billion, supported by $8.4 billion in net inflows and continued market share gains. The result ... |
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