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Showing 1701 - 1710 of 3939 results for "USI"

ASIC confirms new CIO

ALEX BURKE  |  FRIDAY, 22 SEP 2017
ASIC has appointed a new chief information officer. Jo Harper has been acting information chief since February following Wendy Bryant's departure and has now been confirmed in the role. She joined ASIC in 2013 as senior manager, IT assurance and later ...

Fed does the thinkable

BENJAMIN ONG  |  THURSDAY, 21 SEP 2017
Well that was a bit of an anti-climax, wasn't it? The much-awaited US Federal Reserve's 19-20 September FOMC meeting produced little, if any, surprises. Interest rates were kept on hold this month but will be lifted by another 25 basis points to 1.5% ...

Finalist feedback on future of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2017
Implementing new means of engagement with clients and collaborating more with fellow advisers is paramount to changing the public's perception of the financial advice industry. Discussing the key themes of the final day of judging for this year's Rising ...

GSFM scores major alternatives partnership

ALEX BURKE  |  TUESDAY, 19 SEP 2017
Grant Samuel Funds Management has entered into a strategic retail distribution partnership to offer new alternative investment products to Australian and New Zealand investors. Using Grant Samuel Funds Management's extensive retail distribution network ...

Sequoia raises curtains on two key acquisitions

ALEX BURKE  |  TUESDAY, 19 SEP 2017
After suspending trading last week, Sequoia Financial Group has acquired a major Australian broking firm and says it will complete another purchase originally flagged in June. Morrison Securities, part of the ASX Group since 1985 and formerly owned ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
Delegates turned out in record numbers at the Sydney International Convention Centre, which played host to this year's Best Practice Forum on Managed Accounts. More than 260 delegates attended the event, including numerous advisers who seized the opportunity ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
The rate of growth managed accounts are experiencing - three times faster than any other segment of the platform market - will fundamentally change the role of financial advisers, latest Rainmaker research shows. Rainmaker Group director of research ...

Technical Services Forum tackles super challenges

ALEX BURKE  |  FRIDAY, 15 SEP 2017
The September Challenger Financial Standard Technical Services Forum addressed two key concerns around superannuation reform: death benefits and the cost of aged care. Speaking on the former, Colonial First State senior technical manager Yvonne Chu ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Managed accounts are enabling an independent advice group to be more disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who ...

DomaCom and ASIC reach agreement on retirement products

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2017
Financial advisers now have an additional solution for managing the cash flow needs of older clients, using their homes to develop and implement strategies for retirement. Fractional property investor DomaCom has received relief from ASIC to enable ...