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Showing 2111 - 2120 of 3940 results for "USI"

NAB Asset Servicing appoints Citi as global custodian

DARREN SNYDER  |  WEDNESDAY, 4 NOV 2015
After months of speculation National Australia Bank Asset Servicing (NAS) has announced the appointment of Citi as its global custodian. NAB executive general manager asset servicing, Matt Brown, said the firm's focus on sourcing the "best global capability ...

Managed accounts usage to grow 38%

LAURA MILLAN  |  FRIDAY, 30 OCT 2015
The number of independent financial advice practices using managed accounts is set to grow by over 38% over the quarter, Managed Accounts Holdings (MGP) said. The managed accounts provider said that an additional 10 boutique licensees are in the process ...

Labor questions APRA independence

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
The independence and role of Australia's financial regulator is under the spotlight after one of its senior officials briefed crossbench senators on proposed superannuation trustee legislation. Australian Prudential Regulation Authority (APRA) member ...

The power of saying no to difficult advice clients

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
Sometimes you need to refuse certain clients to grow your business. This was the message given by Multiforte director and 2014 Association of Financial Advisers Female Excellence in Advice award winner Kate McCallum. Speaking at the Association of Financial ...

Australians don't want government to step in on super: research

DARREN SNYDER  |  MONDAY, 26 OCT 2015
It appears a widely held view by older Australians that federal government intervention with superannuation will damage their retirement savings. According to annual research released by REST Industry Super today, 86% of more than 1,000 respondents ...

VicSuper lets members hold super in their hands

MARK SMITH  |  WEDNESDAY, 21 OCT 2015
VicSuper's latest engagement campaign allows members to literally hold their super in their hands, with the help of a detail of security guards a big vault of cash. "Whether they've got $10,000 or $800,000 in superannuation they'll be able to connect ...

ETFs just 5pct of all indexing

MARK SMITH  |  TUESDAY, 20 OCT 2015
Despite intense focus on indexed exchange traded funds (ETF), indexed FUM is still 95% sourced from traditional non-ETF indexed mandates and managed funds. Rainmaker has just released its annual state of play wrap of the indexed FUM market and found ...

Property spruiker banned for providing unlawful advice

MARK SMITH  |  TUESDAY, 20 OCT 2015
The Supreme Court of NSW has restrained a property business for providing unlawful advice to clients who wanted to purchase investment properties through an SMSF. The judge found that Park Trent Properties Group had been unlawfully carrying on a financial ...

SG Hiscock finds value far from ASX big caps

LAURA MILLAN  |  MONDAY, 19 OCT 2015
Australian small caps appear increasingly attractive to investors who are overexposed to ASX20 companies, but reluctant to increase their international exposure, SG Hiscock portfolio manager Callum Burns said. The SGH ICE portfolio invests in what Burns ...

Government using super as "petri dish": Labor

DARREN SNYDER  |  FRIDAY, 16 OCT 2015
Labor's Jim Chalmers said the federal government sees superannuation as "some kind of petri dish for one ideological experiment after another" during a debate in federal parliament yesterday. The superannuation trustee governance bill won't be debated ...