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Showing 1681 - 1690 of 3939 results for "USI"

SMSF balance gap to close: Report

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
The superannuation reforms could narrow the growing self-managed super fund balance gap between male and female members, latest Class insights show. Men typically have 37% more assets than women, and between the ages of 60 and 80 men can retire with ...

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
Managed accounts provider WealthO2 doubled its funds under administration to $200 million in three months. Managing director Shannon Bernasconi said growth was based on referrals only, with specific demand from advisers seeking a better way to manage ...

CFS annuities hits $1bn milestone

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
Colonial First State's annuities business has reached $1 billion in funds under administration (FUA) in just over two years. Acting general manager of product Sam Wall said reaching this milestone in a short amount of time is testament to CFS's commitment ...

GPS robo-adviser launches

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
Plenty Wealth, a robo-adviser that combines human advice has officially launched. Co-founders Josh Golombick and Greg Einfeld said Plenty Wealth provides a financial roadmap and acts like a "GPS service" in terms of financial goals, covering automated ...

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
Private Portfolio Managers is expanding its managed accounts offering to improve the limited access advisers and clients have to actively managed global shares. Having only offered global individually managed accounts to date, PPM cited demand for an ...

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers using managed accounts are saving more than 14 hours a week on compliance and administrative tasks. Latest research from BT Financial Group, conducted by Investment Trends in July, demonstrates advisers recommending managed accounts ...

IRESS partners for client engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Users of IRESS can now schedule and hold video meetings with clients thanks to a new integration. The financial services technology provider has partnered with Suitebox to deliver a digital workspace for advisers that will also allow them to screen ...

CommInsure adds new annuity strategy

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
Financial advisers are now better equipped to help retiree clients ensure they won't run out of money with CommInsure expanding its range of retirement savings strategies through collaboration with a US academic. A new strategy, called Staggered Annuitisation ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 ...

We cannot underestimate humans: Sicilia

DARREN SNYDER  |  MONDAY, 9 OCT 2017
Hostplus chief investment officer Sam Sicilia believes the superannuation fund's investment portfolio displays similar characteristics to humans, being resilient no matter what circumstances it may encounter. Sicilia said both humans and an investment ...