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Showing 1941 - 1950 of 3939 results for "USI"

Lonsec increases global exposure

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2016
Lonsec has shifted the strategic asset allocation weights for its traditional balanced risk profile in order to meet investment objectives. As part of its recent strategic asset allocation review, the investment firm made downward adjustments to its ...

LT Management fined over false SMSF advertising

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2016
LT Management has paid an infringement notice for making misleading statements in relation to establishing a self-managed superannuation fund. The company was fined $10,800 by ASIC for deceptive representations in regards to the cost of setting up an ...

CBA innovates to help customers avoid late fees

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2016
The Commonwealth Bank has launched two new bill paying solutions, available via its CommBank app and NetBank. The 'Better Bill Experience' and 'Photo-a-bill' features went live today as a means of assisting customers in managing their bills and avoiding ...

ASIC bans fraudulent adviser

KERRIE SYDEE  |  FRIDAY, 23 SEP 2016
ASIC permanently banned a financial adviser after he was sentenced and imprisoned for fraud charges. Sandeep Madhoji is permanently banned from providing financial services or engaging in credit activity following the successful prosecution of the Queensland ...

Instos seeking smart carbon plays

DARREN SNYDER  |  FRIDAY, 23 SEP 2016
A global equities manager says divesting out of stranded assets and reinvesting in energy efficiency-driven companies is a strategy resonating with institutional investors. Impax Asset Management managing director and co-head of listed equities, Bruce ...

Engage tech, engage clients: report

JAMIE WILLIAMSON  |  THURSDAY, 22 SEP 2016
Asset managers need to prioritise their digital and social media presences as a means of improving client engagement. According to a report published by global research house Cerulli Associates, titled 'European Marketing and Sales Organisations 2016 ...

Report outlines impact of MDA operation reforms

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
MDA operator Managed Accounts Holdings (MGP) has released a white paper detailing the potential consequences of pending regulatory reform to the operation of managed accounts. The report, entitled 'The limited discretion clock is ticking', highlights ...

DTCC to cut GTR fees

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
The Depository Trust and Clearing Corporation (DTCC) will reduce fees for its Global Trade Repository (GTR) service. The costs associated with using the service will drop by up to 20% for clients leveraging the solution for Monetary Authority of Singapore ...

Adviser feedback drives Elevate Online refresh

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
AMP has launched a series of updates to its Elevate Online platform, in the hopes of streamlining the adviser user experience. The web based platform supporting AMP's Elevate Online has been upgraded to simplify the quoting and application process and ...

$1.6 million cap will not derail retirement

DARREN SNYDER  |  MONDAY, 12 SEP 2016
Analysis from actuarial consultants Milliman shows there are good signs the proposed $1.6 million superannuation tax-free threshold in retirement will deliver a comfortable lifestyle within average life expectancy. The analysis suggests there is a 94% ...