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Showing 2001 - 2010 of 3939 results for "USI"

AstuteWheel launches one-hour estate planning

ALEX BURKE  |  THURSDAY, 9 JUN 2016
Adviser platform AstuteWheel has launched its Astute Estate Planner service, which enables rapid implementation of the estate planning process. Specifically, the tool allows planners to "facilitate" the development of an estate plan - on which they ...

US mulls borrowing limit on leveraged ETFs

MARK SMITH  |  WEDNESDAY, 8 JUN 2016
US financial regulator, the Securities and Exchange Commission (SEC), is considering introducing measures to restrict how much mutual funds can invest in leveraged exchange traded funds (ETFs). The product type gives investors geared exposure to a given ...

Economic Wrap

BENJAMIN ONG  |  WEDNESDAY, 8 JUN 2016
RBA holds The Reserve Bank of Australia (RBA) kept domestic monetary policy settings steady at its 7 June Board meeting, announcing no change in the official cash rate which the central bank cut to a record low 1.75% at its 3 May meeting. "Taking account ...

BetaShares launches model portfolio service for advisers

MARK SMITH  |  MONDAY, 6 JUN 2016
BetaShares has launched an asset allocation and ETF model portfolio service for its financial adviser clients. The service comprises a modular set of solutions. The first module is a strategic asset allocation (SAA) based on forward-looking expected ...

Dion Global targets IRESS market share with new platform

MARK SMITH  |  MONDAY, 6 JUN 2016
Captial markets fintech Dion Global is attempting to carve out a portion of IRESS's market share with the launch of a new retail trading platform, TCPro. The new system gives retail traders institutional-level capabilities they can't currently access ...

UK pensions not fussed about in-housing

MARK SMITH  |  FRIDAY, 3 JUN 2016
While large Australian institutions such as AustralianSuper and HOSTPLUS are increasingly turning to in-housing of their investment capabilities, the UK pensions industry remains fairly comfortable farming out management of its assets to third-party ...

SMSF accountants seek investment product knowledge

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
SMSF accountants say their understanding of investment products is low and are calling on fund managers and brokers to service them with further education and support tools. This is one of several key findings in a survey of more than 1100 SMSF accountants ...

Global equities tease income opportunity

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
Global equity income strategies, once only available to institutional investors, are now easily accessible using cost-effective ETF products as building blocks of an income portfolio. This a view presented by SPDR ETFs in a white paper released by State ...

MLC adds to advice partnerships team

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
MLC has announced the appointment of its head of practice development. Michael Downey has joined the MLC advice partnerships team, brining nearly 30 years of industry experience. Having commenced the role in late May, Downey is responsible for developing ...

Good asset owners benchmarked at $30bn

DARREN SNYDER  |  WEDNESDAY, 25 MAY 2016
About US$30 billion is needed for an asset owner to have the "raw materials" to implement a good investment strategy according to global consultant Willis Towers Watson. The firm's global head of investment, Chris Ford, told a recent Sydney ideas exchange ...