Search Results | Showing 81 - 90 of 3773 results for "Accounts" |
| | ... all members with $7000 or more in their account, in 2021 it closed the option to members with Transition to Retirement accounts citing "very low" demand. The fund anticipates the option will close by June 30, but said it is working with OneVue on the ... |
| | | ... more than four years. Judge Hespe found that AustralianSuper failed to promptly identify and merge members' multiple accounts in the way the law required for the period between 13 March 2019 and 11 May 2023. Some 42,551 beneficiaries were affected. ... |
| | | ... holdings increased by 8.8%, according to the AUSIEX SMSF Under Advice report. The number of newly established SMSF trading accounts on the AUSIEX platform - across both advised and self-directed segments - rose 14.5% year-on-year in number. Advised SMSFs ... |
| | | ... Responsible Investment Option. He began his career in financial markets at BT, where he spent almost four years in client accounts and platform development with his final role being that of a sustainability analyst. |
| | | ... compulsory?" Bragg said. "Clearly people are not getting their death benefits paid, they're being charged for multiple accounts, they're being charged insurance they don't want, and you're effectively saying that there's nothing further ... |
| | | ... before AFCA fees," he said. The failure of United Global Capital (UGC) significantly drove the 2026 levy estimates. This accounts for $44.6 million in claims and $3.6 million in AFCA fees - meaning $48.2 million out of the total $70 million. "I think ... |
| | | ... jumped close to 40%, coming in at $42.2 million. Net flows improved to $2.1 billion largely due to growth in the managed accounts business, and operating expenses improved 18.3% at $50 million. Finally, the Master Trust business had an 8.8% increase ... |
| | | ... had $34.7 billion in assets and 144,026 members. The ClearView Retirement Plan had just $2.1 billion with 11,803 member accounts. ClearView has consolidated its superannuation products in recent years. On 19 May 2022, ClearView Superannuation and Roll-Overs ... |
| | | ... margin declines weren't due to pricing pressure but rather a shift in asset mix, with more advisers using managed accounts. She expects ongoing innovation in that space and highlighted artificial intelligence (AI) as a key area of focus, particularly ... |
| | | ... enables them to interactively present information on the fly, drill into key details, switch across or aggregate client accounts, and leave personalised commentary on each page." |
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