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Showing 2121 - 2130 of 3940 results for "USI"

SSFS rebrands, launches digital advice

ALEX BURKE  |  FRIDAY, 16 OCT 2015
State Super Financial Services has rebranded and unveiled its new digital advice channel. Now known as StatePlus, the wealth management company is focusing on developing its digital strategy, building out facilities for digital advice delivery (including ...

National Achievement Awards to recognise top executives

DARREN SNYDER  |  THURSDAY, 15 OCT 2015
Nominations for the 2015 National Achievement Awards A close on November 6 and hype is already building around who will collect this year's top prizes. The National Achievement Awards are a joint initiative by La Trobe Financial and Financial Standard ...

Use of bank-aligned advisers in decline

LAURA MILLAN  |  WEDNESDAY, 14 OCT 2015
Consumer demand to deal with banks through their aligned financial planners is going down and it is being replaced by the internet. The latest Roy Morgan's Single Source surveyed over 50,000 people and found that the number of bank clients using their ...

Philanthropists award $1.5m to medical researchers

LAURA MILLAN  |  WEDNESDAY, 14 OCT 2015
The Clive and Vera Ramaciotti Foundations have distributed almost $1.5 million to seven biomedical researchers. The foundations' trustee, Perpetual, confirmed that $1 million of the philanthropic funds will go towards research that is looking to reduce ...

Household is the future of advice

ALEX BURKE  |  FRIDAY, 9 OCT 2015
The future of financial advice will work at the household or family level, according to SS&C head of Australia and New Zealand Nadine Moore. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Moore observed the growing role ...

Myonlineadvisers teams up with US robo firm

MARK SMITH  |  THURSDAY, 8 OCT 2015
American portfolio crash-testing company, RiXtrema, has announced signing an exclusivity agreement and memorandum of understanding with wealth management firm myonlineadvisers. The joint venture provides wealth advisers with online tools which will ...

Tax conversation in a bubble

DARREN SNYDER  |  THURSDAY, 8 OCT 2015
Tax accounting firm H&R Block has weighed in on the national tax debate, suggesting there is a danger the conversation is being held in a bubble between "pontificating politicians, policy nerds, lobby groups, academics and media types." H&R Block director ...

Don't flood managed accounts with excess investment options: advisers

ALEX BURKE  |  THURSDAY, 8 OCT 2015
Tailored investment solutions are more important to advisers using managed accounts than excessively wide ranges of investment choices, according to Rainmaker research. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Rainmaker ...

Adviser Ratings reaches 4,000 planners

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
Consumer-driven adviser review website Adviser Ratings has attracted 4,000 planners to manage and maintain their profiles. Adviser Ratings contains a register of 20,000 financial planners, but advisers can elect to "populate their profiles on Adviser ...

Aussie pension policy needs careful adjustment: IMF

DARREN SNYDER  |  THURSDAY, 1 OCT 2015
The International Monetary Fund (IMF) says Australia's complex superannuation system disproportionately benefits higher-income earners and "undermines the progressivity of the income tax system." The IMF's latest economic assessment of Australia says ...