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Showing 1511 - 1520 of 3938 results for "USI"

Super enters new digital advice realm

HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
Superannuation fund administration giant Link Group is upgrading all its existing clients to a new digital advice product. Link Group is launching Super Blueprint 3.0, providing superannuation fund members with tailored digital advice in relation to ...

Three attempts at adviser exam is fair: Poll

KARREN VERGARA  |  MONDAY, 23 JUL 2018
Three attempts to pass the Financial Adviser Examination is welcomed by Financial Standard readers, the publication's latest spot poll shows. Overall, the exam's content, structure and 65% scaled pass score as proposed by the Financial Adviser ...

ASIC bans Queensland adviser, suspends licence

KANIKA SOOD  |  FRIDAY, 20 JUL 2018
ASIC has put a four-year ban on a Queensland adviser for failing to act in his clients' best interests while providing advice on self-managed superannuation funds. James Cribb allegedly advised in a manner that was likely to benefit his own SMSF administration ...

Aussie retirees blindsided by cost of living: Schroders

HARRISON WORLEY  |  THURSDAY, 19 JUL 2018
The cost of living in retirement is surprising Australians as a significant gap between financial expectations and reality emerges. Latest Schroders research shows working Australians save an average of 12% of their current income for retirement; despite ...

Independent planning firm jumps into agriculture

HARRISON WORLEY  |  WEDNESDAY, 18 JUL 2018
Growth Farms' recently launched farm leasing fund picked up a cornerstone investment from a $1 billion advisory group. Providence Wealth has made a "substantial" investment in the fledgling Australian Agricultural Lease Fund, making it the fund's cornerstone ...

Crypto exchange enters superannuation market

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
Cryptocurrency exchange Cointree is entering the superannuation space and enabling members to set up SMSFs that invest in digital assets immediately. It is partnering with New Brighton Capital, an SMSF service provider specialising in helping members ...

Family offices maintain equity allocations: Study

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
Latest research shows less than one-third of family offices are using quantitative models to determine asset class allocations and position sizes. At the same time, equity allocations remain unchanged. These are the key takeaways from the most recent ...

Robo-advice users in for the long haul

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
Young people are increasingly turning to robo-advice services for long-term goals like growing wealth outside of superannuation and saving for retirement, according to Six Park. Insights from the automated investment platform show 36.5% of its users ...

Raiz close to super product launch

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
Micro-investing platform Raiz has completed the beta testing phase of its superannuation product, which boasts charging some of the lowest fees in the market for balances of $50,000. After announcing plans for its super product in March, Raiz Invest ...

BetaShares hires institutional executive from BlackRock

KANIKA SOOD  |  TUESDAY, 10 JUL 2018
BetaShares has hired an executive from BlackRock's institutional sales team to fill a newly-created role. Dan Annan is joining the $5.6 billion exchange-traded product manager in the newly-created role of director - institutional business. He was ...