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Showing 1711 - 1720 of 3939 results for "USI"

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
Australia's best financial advisers and advice businesses have been recognised as the Association of Financial Advisers and Zurich announced the finalists for the 2017 AFA Adviser and Practice of the Year awards. The AFA Adviser of the Year Award, now ...

BNP Paribas AM acquires fintech

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
BNP Paribas Asset Management is adding digital advisory services to enhance the digitalisation of its distributors, buying a majority stake in a Belgian fintech. Gambit Financial Solutions is now the preferred partner for all current and future robo-advisory ...

Why it shouldn't be called impact investing

ALEX BURKE  |  FRIDAY, 8 SEP 2017
Sunsuper trustee director Michael Traill believes the industry has done itself a massive disservice by using the term "impact investing." Speaking at the Australian Institute of Superannuation Trustees Super Investment Conference, Traill suggested that ...

Super funds and weapons of mass destruction

ALEX BURKE  |  FRIDAY, 8 SEP 2017
Warren Buffett may have called derivatives "financial weapons of mass destruction" but an increasing number of super funds are using them as a cost-saving measure. Milliman head of fund advisory services Michael Armitage told delegates at the Australian ...

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
AZ Next Generation Advisory is continuing its acquisition spree with the purchase of a highly targeted and integrated financial planning business specialising in wealth management for doctors and other medical specialists. The firm signed a binding ...

Centrepoint forms fintech alliance

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
A newly-formed fintech partnership will enable Centrepoint Alliance financial advisers to develop stronger client relationships as well as provide tools to promote shared responsibility for the client's financial situation. A full-service money management ...

Financial stress devastating Australian lives: Research

EMMA RAPAPORT  |  TUESDAY, 5 SEP 2017
Australians are turning to drugs and alcohol to manage the symptoms of financial stress according to the latest research. Details of a survey published by start-up Financial Mindfulness, based on CoreData research, show that almost one-in-three Australians ...

Millennial SMSFs making impact

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
The rise of the millennial self-managed superannuation fund investor augurs well for the future, presenting a potentially lucrative business proposition for financial advisers. The latest CommSec SMSF Trading Trends Report shows millennials now represent ...

ASIC targets retirement products and services

KARREN VERGARA  |  MONDAY, 4 SEP 2017
The corporate regulator has formed an internal working group to address financial issues of older Australians. In its 2017-18 Corporate Plan, ASIC highlighted it will examine financial products and services provided to older Australians - especially ...

Female SMSF investors more focused on securing retirement

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
Female investors are increasingly using self-managed superannuation funds to build wealth, with women aged between 35 and 50 displaying different share trading habits to men. According to the latest CommSec SMSF Trading Trends Report, a comparison of ...