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Showing 1881 - 1890 of 3939 results for "USI"

Super changes spark engagement

DARREN SNYDER  |  TUESDAY, 10 JAN 2017
The Federal Government's rollout of the biggest changes to superannuation in more than a decade is seeing financial advisers and investors pay increased attention to portfolio management. At the investor end of the spectrum, Colonial First State is ...

Rejected TPD claims deemed fair

JAMIE WILLIAMSON  |  FRIDAY, 6 JAN 2017
An independent review of 141 rejected TPD claims has cleared BT Financial Group of any wrongdoing. The review, conducted by an independent law firm with oversight from EY, confirmed that none of the 141 Total and Permanent Disability claims made over ...

Guest of honour

ALEX BURKE  |  TUESDAY, 3 JAN 2017
The Commonwealth Bank asked Barry Lambert to stay on as chair of Count Financial for two years following the bank's acquisition - he asked them for two years and two months. Confused, the bank asked him why. He told them, "If I stay on until January ...

ASIC takes Westpac to court

JAMIE WILLIAMSON  |  FRIDAY, 23 DEC 2016
A battle over the definition of personal and general financial advice will play out in the Federal Court following ASIC's decision to bring civil proceedings against Westpac subsidiaries. The corporate regulator is alleging Westpac Securities Administration ...

CSC contributes to global ESG think tank

DARREN SNYDER  |  FRIDAY, 23 DEC 2016
The Commonwealth Superannuation Corporation recently formed part of a powerful asset owner think tank in Japan, discussing best practice in ESG investment and portfolio management. The Global Asset Owners' Forum, organised by the Japanese Government ...

Two of the big four in ASIC spotlight

ALEX BURKE  |  THURSDAY, 22 DEC 2016
ASIC accepted enforceable undertakings from National Australia Bank and Commonwealth Bank of Australia following an investigation by the corporate regulator. The undertakings relate to the banks' wholesale spot foreign exchange businesses. ASIC determined ...

Fintech grows through adviser platform

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
More than a year on from its founding residence at fintech hub Stone & Chalk, thematic trading platform Macrovue accomplished several milestones in 2016. Earlier this month Macrovue teamed with fellow Stone & Chalk resident and model portfolio management ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
1. No bachelor's degree for existing advisers In April the Federal Government announced existing advisers will not be required to complete a bachelor's degree and will be given a longer time frame to meet new education standards. Government Minister ...

Class partners for improved SMSF compliance

JAMIE WILLIAMSON  |  TUESDAY, 20 DEC 2016
Class will deliver a new legal, pension and compliance document service to users via integration with an SMSF solution provider. The document service, provided by The SMSF Academy, is available to Class users through a tiered membership, offering streamlined ...

Life insurers complacent on Big Data

ALEX BURKE  |  MONDAY, 19 DEC 2016
The lack of urgency displayed by life insurers in relation to adopting Big Data is unsustainable, a new report suggests. The MLC/Financial Services Council Big Data in Life Insurance report is based on data analysis and in-depth interviews with C-suite ...