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Showing 1211 - 1220 of 1894 results for "Determine"

Popularity of annuity bonds set to soar

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
Indexed annuity bonds are expected to experience sales growth over the next 12 months as the reality of low interest rates and high volatility drives more investors to the asset class. FIIG Securities national manager of adviser services, Simon Michell ...

AMP launches new advice business

ALEX BURKE  |  WEDNESDAY, 5 OCT 2016
... and by creating their own - using AMP's Goals Explorer software. They will also use AMP's My Money Style platform to determine their spending behaviours and risk appetite, and Advice Explorer to model financial plans that suit their goals. The emphasis ...

Future of advice to be shaped by the customer

KERRIE SYDEE  |  FRIDAY, 30 SEP 2016
The future of financial advice and happy medium between digital and face to face advice will be determined by the customer, according to general manager of advice partnerships at National Australia Bank, Ross Barnwell. Speaking with Financial Standard ...

Pharmaceuticals and tires top new Thomson Reuters diversity index

ALEX BURKE  |  TUESDAY, 27 SEP 2016
... and Inclusion (D&I) index. The new index ranks the top 100 publicly-traded companies worldwide across 24 metrics to determine their diversity and inclusivity. The metrics are split into four categories: diversity, inclusion, people development and news ...

IOOF upgrades Pursuit functionality

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2016
IOOF has introduced a new automatic re-weighting function to its Pursuit platform. The new feature, available through Pursuit's Portfolio Online portal, allows advisers to choose between re-weighting client's portfolios to a desired percentage or to ...

CBA pays $180,000 in penalties

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
Commonwealth Bank will pay $180,000 in penalties and write off $2.5 million in loan balances, following an internal review. The penalties will be paid following breaches of responsible lending laws in relation to overdraft facilities; CBA reported these ...

Westpac tops S&P ESG index

ALEX BURKE  |  MONDAY, 12 SEP 2016
Westpac has been determined the financial services industry leader in the S&P Dow Jones global sustainability benchmark. The S&P Dow Jones Sustainability Indices annual review, developed in partnership with RobecoSAM, showed that Westpac comfortably ...

What to consider before opting for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2016
... perspective, it's really about recognising your own skill set, realising what your strengths are, and that will ultimately determine whether you choose to partner with someone. "Finally, document everything. When you go through this process the scrutiny ...

Top pension funds slide for first time since GFC

ALEX BURKE  |  TUESDAY, 6 SEP 2016
Total assets of the 300 largest pension funds worldwide fell for the first time since the beginning of the global financial crisis, according to Willis Towers Watson research. The P&I/Willis Towers Watson global 300 report shows that in 2015, total ...

CBA offers $9.4m in compensation

ALEX BURKE  |  MONDAY, 5 SEP 2016
CBA has provided an update on its Open Advice Review, saying it has offered $9.4 million in compensation to customers. The bank contacted 350,000 at the review's outset, 8,600 of whom requested a review. So far, 5,300 of those requested assessments ...