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Showing 2131 - 2140 of 3940 results for "USI"

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
Almost all major retail wealth groups now offer managed accounts but that doesn't mean they are using the same strategy to get involved with the emerging sector. Rainmaker has just completed its second annual Managed Accounts report containing a detailed ...

Super fund boss: We're not IT companies

DARREN SNYDER  |  WEDNESDAY, 30 SEP 2015
Ongoing technology challenges for superannuation funds and the wider financial services industry present an unclear business planning path but an opportunistic path nonetheless. UniSuper chair Chris Cuffe said technology was still a "blind spot" among ...

S&P warns banks on cyber risk

ALEX BURKE  |  WEDNESDAY, 30 SEP 2015
Standard & Poor's has warned the global banking industry that it may soon factor cyber-security risk into its credit rating services. In a new report, the researcher and index provider highlighted the rising threat of cyber-attacks on banks, which it ...

Equipsuper invests in fintech, robo-advice firm

LAURA MILLAN  |  MONDAY, 28 SEP 2015
Equipsuper has invested in a fintech startup that will develop the fund's digital advice and investment platform. Clover is a Melbourne-based financial technology company that offers an automated investment service. The platform adopts a goals-based ...

Outsourcing is the future of compliance

ALEX BURKE  |  WEDNESDAY, 23 SEP 2015
The wealth management sector will increasingly outsource its administration systems to streamline compliance issues, according to Bravura Solutions Asia Pacific managing director Roland Slee. Speaking at a media briefing in Sydney, Slee said that because ...

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
Despite the rise and rise of managed accounts, financial advisers still report that APL and AFSL restrictions are the main blockage on more of them getting on board with this new way of administering investments. Financial Standard has just completed ...

PROFILE: BlackRock head of corporate governance Pru Bennett

ALEX BURKE  |  TUESDAY, 22 SEP 2015
On a quiet afternoon in 2000, Pru Bennett was sitting with the three other partners of proxy advisory firm Corporate Governance International, wondering how they were going to jumpstart the business. "Gee," she remembers thinking, "We just need a few ...

UK moves away from annuities: research

DARREN SNYDER  |  TUESDAY, 22 SEP 2015
Pension freedoms in the United Kingdom have created a "seismic movement" away from annuities according to UK-based financial researcher Defaqto. In its most recent white paper aimed at financial advisers working with retirement plans, Defaqto said that ...

FEATURE - Retirement income: Finding the right path

DARREN SNYDER  |  TUESDAY, 15 SEP 2015
A new wave of retirees is learning that years of accumulation need further thought. Darren Snyder reports. A recent Commonwealth Bank media roundtable showed projections by Rice Warner that Australia's retirement market would reach more than $1.4 trillion ...

FinaMetrica in robo advice deal with Swiss private bank

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
Australian-based firm FinaMetrica has developed a sophisticated robo advice tool for a private bank in Switzerland. NBK Private Bank Switzerland will be using FinaMetrica's suitability tool kit, a 15-minute test that looks at the investor's risk tolerance ...