Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1691 - 1700 of 3939 results for "USI"

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
Three months after the super changes took effect, it's time for advisers to revisit the rules regarding death and disability benefits in conjunction with the transfer balance cap in estate planning strategies. According to IOOF head of technical services ...

Factor-based investment demand strengthens: Research

KARREN VERGARA  |  THURSDAY, 5 OCT 2017
Despite their complexity, the demand for factor-based investment products is forecast to accelerate over the next five years, latest research shows. Allocations to factor-based strategies among global institutional and retail portfolios reached 17% ...

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
Financial planning business owners must consider succession planning as another element of their customer service, according to Mentor Education. Mentor Education Group chairman Jim Taggart said true financial advice is an end-to-end commitment that ...

IOOF subsidiary partners with venerable global non-profit

ALEX BURKE  |  THURSDAY, 28 SEP 2017
An IOOF subsidiary entered into a historic partnership with one of the world's leading global private foundations, which has been in operation for more than a century. Australian Executor Trustees (AET), part of the IOOF group, will collaborate with ...

FSC takes aim at complacency in super

ALEX BURKE  |  WEDNESDAY, 27 SEP 2017
The Financial Services Council has partnered with a superannuation consultancy to take aim at what it perceives as a complacent super industry. In a report developed alongside Trustee Tailored Super (TTS), the FSC makes an argument that while the world ...

A matter of assumptions

BENJAMIN ONG  |  TUESDAY, 26 SEP 2017
While most of the world's biggest central banks have embraced uber-transparency, the Reserve Bank of Australia (RBA) appears to still be subscribing to "fedspeak". It's still keeping Australians in the dark about its next policy movement. In its September ...

Big four ditch ATM withdrawal fees

ALEX BURKE  |  MONDAY, 25 SEP 2017
ANZ, CBA, NAB and Westpac have collectively abolished ATM withdrawal fees for non-customers. In a statement, ANZ said that non-customers will no longer be charged $2 to withdraw from ANZ-branded ATMs. ANZ group executive Fred Ohlsson acknowledged that ...

MetLife tracker enhances claims experience

KARREN VERGARA  |  MONDAY, 25 SEP 2017
MetLife Australia has enlisted an industry super fund to help launch a digital tracker aiming to add value to members' claims experience. The digital claims tracker updates customers on the progress of claims in real time via desktops, tablets and mobile ...

VanEck Australia makes first billion

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
VanEck Australia credited investors buying smart beta ETFs with helping it accumulate $1 billion in funds under management in just three years. Achieving the milestone last week, Australia's fifth largest ETF provider said recent years have seen the ...

Multi-member SMSFs shun risky investments: Research

EMMA RAPAPORT  |  FRIDAY, 22 SEP 2017
The greater the number of members in a self-managed superannuation fund, the more risk averse they become, according to latest research. A joint report from SuperConcepts and the University of Adelaide's International Centre for Financial Services reveals ...