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Showing 1341 - 1350 of 5334 results for "Third"

Generation gap opens up in financial advice

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JUL 2020
... under-40s in favour of digital advice. Meanwhile, 59% of those surveyed want financial advice from their super funds. Over a third of consumers said their super fund needs to improve its advice and education services. Only 36% of respondents said their ...

Balanced options in the red, but only just

ALLY SELBY  |  TUESDAY, 7 JUL 2020
... been buoyed by the enormous amount of monetary and fiscal stimulus from governments in the past three months." June was the third consecutive positive month for the country's super funds, returning 1.1%. Since February, super funds have returned ...

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
... the platforms and advice software they use to be strategically important to the success of their business. Meanwhile, a third do not believe this same software effectively helps them to demonstrate value to clients, while more than a third (38%) do not ...

Mandates from superannuation funds slow

KANIKA SOOD  |  THURSDAY, 2 JUL 2020
... of the $2.5 trillion market at March end. Vanguard Investments (5.6% share) and AMP Capital (5.2%) swapped the second and third spot in the year ending March They are followed by Macquarie Asset Management with 4.9% of the $2.5 trillion market.

AFCA sees 14% rise in complaints

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... customers and small businesses. This is the first time AFCA has exercised its discretion under AFCA Rule 2.2 to exclude a third party paid representative. MCR Partners has been excluded from lodging complaints for 15 months, from Friday 26 June 2020 ...

Cbus brings digital assets in-house

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
Cbus is working to bring all of its third party digital assets in-house, with the aim of increasing member engagement. Cbus chief technology officer Rob Pickering told Financial Standard the fund has been working on the project for over two years now. ...

Eaton Vance wins super fund mandate

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... downside protection while meeting specific yield targets. Australian Catholic Superannuation Retirement Fund currently has a third of its 90,000 members in the retirement phase. The Parametric affiliate and ACRSF have worked together for the past year ...

Trust in advisers wanes

JAMIE WILLIAMSON  |  TUESDAY, 30 JUN 2020
... In part, this is down to a lack of trust in the security of personal information on online platforms, with more than one-third of investors saying they are less willing to hand over personal information online than they were three years ago. And, investors ...

New multi-boutique launches in Sydney

KANIKA SOOD  |  MONDAY, 29 JUN 2020
... Investment Management, a Singapore-based Asian equities firm set up by an ex-Schroders team, and is on its way to finalising a third partnership. Mantis has taken an office in the ANZ Tower on Castlereagh Street. Its lineup includes Cheung, former FIIG ...

Super fund members compensated

JAMIE WILLIAMSON  |  FRIDAY, 26 JUN 2020
... MySuper offering in 2017. More than 1266 smartMonday members have received about $2.6 million in compensation after two third-party authorised representatives failed to comply with legislation that required their super accounts to be transferred to Aon ...