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Showing 2071 - 2080 of 3940 results for "USI"

Colonial First State partners with UTS

MARK SMITH  |  WEDNESDAY, 17 FEB 2016
After forming a new partnership, Colonial First State (CFS) and University of Technology Sydney (UTS) will collaborate on a range of projects to better understand how Australians engage with their superannuation and wealth. The agreement means both ...

Parametric launches liquid alternative strategy

MARK SMITH  |  WEDNESDAY, 17 FEB 2016
Parametric Portfolio Associates has added a new Liquid Alternative strategy to its suite of Volatility Risk Premium (VRP) strategies. The Parametric Liquid Alternative strategy is designed to give investors a diversifying risk premium that targets risk-adjusted ...

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
There are signs that advisers have recovered from last year's slide in the number of high net worth investors (HNWs) using their services. According to a recent Investment Trends survey of around 3000 HNWs with a combined $11.5 billion in investible ...

App lets Australians invest pocket change

ALEX BURKE  |  WEDNESDAY, 10 FEB 2016
A new app released in Australia will allow users to round up daily purchases and invest the "change" into a diversified exchange-traded fund portfolio. Acorns, created by father-son business Acorns Grow in 2012, was released in the US in 2014 and has ...

Margin loans keep pace with shrinking customer-base

ALEX BURKE  |  WEDNESDAY, 10 FEB 2016
While the number of Australians using margin loans decreased by 4% in 2015 based on RBA figures, the total margin debt increased by 4%. In dollar terms, the average margin loan increased by 8% in 2015 to $180,000. What this indicates is the remaining ...

GBST extends $8bn IFA partnership

ALEX BURKE  |  MONDAY, 8 FEB 2016
GBST has extended its managed services agreement with an $8 billion independent financial advice firm. As a result, Baillieu Holst will continue using GBST's Shares equities settlement platform and Front Office service for its over 50,000 advice and ...

Lonsec portfolios added to Macquarie and HUB24 platforms

ALEX BURKE  |  MONDAY, 1 FEB 2016
Lonsec's managed portfolios have been added to the Macquarie Wrap and HUB24 platforms. Specifically, investors on the HUB24 platform will now have access to Lonsec Retirement Managed Portfolios, while Macquarie Wrap users now have Lonsec's Managed Portfolios ...

BetaShares Australian share fund gets Lonsec approval

MARK SMITH  |  MONDAY, 1 FEB 2016
The BetaShares Managed Risk Australian Share Fund (ASX: AUST) has been awarded a "Recommended" rating by Lonsec. Launched in November, AUST provides investors with cost-effective exposure to a diversified portfolio of Australian shares, along with the ...

Advisers recommending imputation bonds to sidestep will worries

ALEX BURKE  |  FRIDAY, 29 JAN 2016
Advisers are increasingly recommending that retiree clients use imputation bonds to safely deliver bequests to beneficiaries, according to Austock Life head of IFA product and relationships Richard Atkinson. Imputation bonds differ to traditional entitlements ...

Bell Direct to deliver "smarter robo-advice"

ALEX BURKE  |  THURSDAY, 28 JAN 2016
Online broker Bell Direct has partnered with Lincoln Indicators to give clients access to the Stock Doctor research platform. As a result, Bell Direct clients using Stock Doctor to research equities (and how they fit into investment objectives) can ...