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Showing 1931 - 1940 of 3939 results for "USI"

Portfolio rebalancing highlights adviser value

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
Portfolio rebalancing is crucial to portfolio risk management but it also demonstrates the value advisers provide to clients, according to IOOF head of product Chris Weldon. Weldon notes that rebalancing is an important risk management process and while ...

Super engagement strategies still misfiring

ALEX DUNNIN  |  THURSDAY, 13 OCT 2016
New research released by consumer group Choice reveals that engagement strategies by super funds are still a work in progress. The research: Project Superpower. Informing a strategy to engage people with their superannuation is a qualitative study that ...

Nikko AM wins Aussie equity mandate

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
An industry superannuation fund is partnering with Nikko Asset Management for an Australian equities mandate. The $4 billion TWUSUPER recently appointed Nikko to run a mandate through its long running Australian Equities Comparative Value Analysis strategy. ...

Midwinter extends partnership

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
Financial planning software provider Midwinter is extending its partnership with a financial data company. The renewed partnership with InvestmentLink allows Midwinter to add client-authorised data feeds to the existing 600 feeds in its data source ...

CBA partners to finance clean energy

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
The Commonwealth Bank has partnered with the Clean Energy Finance Corporation (CEFC) to launch a new $100 million energy efficient equipment finance program to provide lower cost finance to Australian businesses and not-for-profits that meet certain ...

NGS inks deal with advice firm

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
NGS Super has partnered with a new financial advice partner. Guideway Financial Services has been awarded the mandate by NGS following a tender process that sought to align the fund with a provider that would support its future growth strategy. A key ...

AMP launches new advice business

ALEX BURKE  |  WEDNESDAY, 5 OCT 2016
AMP is launching a new financial advice business with 11 branded practices throughout Australia. Appropriately named AMP Advice, the new business is integrating face-to-face adviser experiences with new technologies designed to make "goals-based advice ...

Super members should face "better off test"

DARREN SNYDER  |  TUESDAY, 4 OCT 2016
Industry Super Australia wants a "better off test" requiring banks and other financial services providers to demonstrate that switching a member's superannuation will be beneficial. Additionally the representative group is calling for banks to ban all ...

Future of advice to be shaped by the customer

KERRIE SYDEE  |  FRIDAY, 30 SEP 2016
The future of financial advice and happy medium between digital and face to face advice will be determined by the customer, according to general manager of advice partnerships at National Australia Bank, Ross Barnwell. Speaking with Financial Standard ...

Dark pools effective at reducing volatility spikes: Liquidnet

ALEX BURKE  |  THURSDAY, 29 SEP 2016
Liquidnet research has shown that volatility of securities is reduced by over 103% in the minute before a block trade when using the firm's anonymous dark pool. The Liquidnet Block Study examined roughly 32,000 block trades - that is, trades executed ...