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Showing 1991 - 2000 of 3939 results for "USI"

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
Technology providers can no longer consider their relationships with financial planners secure as more planners look for lower cost and comprehensive solutions, according to Investment Trends. In its thirteenth year, the May 2016 Planner Technology ...

JBWere and Praemium sign $1M deal

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
Praemium has partnered with JBWere to provide a client reporting solution using Praemium's V-Wrap portfolio administration and reporting software. The deal, which has a potential annual value of approximately $1 million, will see the gradual roll out ...

Admin, compliance restricting business growth

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
Advisers are spending more than 30 hours a week on client related admin and only 9 hours per week in face-to-face client meetings, according new research from Perpetual. The research, which included 200 financial advisers and assessed how advisers are ...

Fiduciary fund debuts on key platforms

KERRIE SYDEE  |  TUESDAY, 28 JUN 2016
Boutique funds management firm NWQ Capital Management's Fiduciary Fund is now available on two major investment platforms, opening up the fund-of-hedge-fund (FOHF) vehicle to a greater number of financial advisers. The Fiduciary Fund has been added ...

OwnersAdvisory awarded fintech prize

KERRIE SYDEE  |  MONDAY, 27 JUN 2016
Macquarie owned OwnersAdvisory was recognised at the inaugural Australian FinTECH awards, taking out the best fintech innovation in wealth management category. In its first year, the annual Australian finTECH awards seek to recognise success and innovation ...

Objectives-based investing under the spotlight

DARREN SNYDER  |  TUESDAY, 21 JUN 2016
Assets in Australian objectives-based managed funds have quadrupled over the last decade to about $10 billion yet risk and return outcomes are not necessarily living up to expectations. Investment researcher Morningstar says in a new white paper that ...

Super uncertainty makes engagement top priority

DARREN SNYDER  |  THURSDAY, 16 JUN 2016
Global technology company Pitney Bowes believes superannuation funds face a triple threat when it comes to engaging members, especially while the industry is enduring a large shake-up. The firm said recent budget announcements should reinforce an engagement ...

Global bond funds underinvested in EMD

MARK SMITH  |  WEDNESDAY, 15 JUN 2016
Australian institutional investors have not achieved optimal exposure to emerging market debt over the past decade because they have depended on broad global bond strategies which have tended to avoid economies which are unduly perceived as very risky. ...

Group insurance gets a makeover

DARREN SNYDER  |  TUESDAY, 14 JUN 2016
Unprecedented pricing pressure and regulatory forces have led superannuation funds to overhaul group life insurance offerings to better balance competitive premiums with valuable benefits. The overhauls predominantly come on the back of two factors ...

Consumers turning to the internet for advice

KERRIE SYDEE  |  FRIDAY, 10 JUN 2016
Australian consumers are increasingly turning to the internet for financial advice on life insurance, signalling a need for the industry to respond to rapidly changing consumer demands. CANSTAR's latest Direct Life Insurance Star Ratings report found ...