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Showing 2181 - 2190 of 3940 results for "USI"

Glass-Steagall Act reintroduced to US Senate

ALEX DUNNIN  |  THURSDAY, 9 JUL 2015
The Glass-Steagall Act that used to require US banking groups to separate their traditional activities from their investment management activities has been re-introduced into the US Senate. The legislation has been sponsored by GOP, Democrat and Independent ...

Regulator clouding wealth management: PractiFI

DARREN SNYDER  |  THURSDAY, 9 JUL 2015
Weaknesses in outsourcing wealth management via cloud technology or shared computing services - as identified by the Australian Prudential Regulation Authority (APRA) - have sparked an impassioned response. On Monday APRA released an information paper ...

Adviser input key to super fund switch: report

LAURA MILLAN  |  THURSDAY, 9 JUL 2015
Financial planner input has become essential for a third of superannuation fund members who want to change funds, the latest Roy Morgan research revealed. The proportion of super fund members who seek advice from financial planners to switch their superannuation ...

Super fund members switching at record rates: research

DARREN SNYDER  |  MONDAY, 6 JUL 2015
Australians are paying attention to the superannuation conversation with new data showing super members are switching funds at a level not seen since 2010. Eleven per cent of super members switched funds last year, up from 9% in 2013. About 5% are intending ...

Why SMSFs are attractive to Gen X and Gen Y

DARREN SNYDER  |  FRIDAY, 3 JUL 2015
SelfWealth managing director, Andrew Ward, says customer engagement coming from Gen X and Y self-managed superannuation fund (SMSF) trustees is increasing. Speaking at a recent executive roundtable hosted by Bravura Solutions, Ward said SelfWealth was ...

David Koch joins forces with Adviser Ratings

ALEX BURKE  |  THURSDAY, 2 JUL 2015
Sunrise co-host David Koch has become a shareholder in financial adviser review service Adviser Ratings. The Adviser Ratings platform lets consumers search, compare and review their financial advisers, and was recently revamped to make use of the data ...

Super funds battle with customer interfaces

DARREN SNYDER  |  THURSDAY, 2 JUL 2015
A material focus among superannuation funds is delivering integrated, online interfaces so people can manage their super alongside other finances. This focus is evident at Colonial First State, which recently invested in an innovation lab with dedicated ...

EOFY means new laws and new products

DARREN SNYDER  |  WEDNESDAY, 1 JUL 2015
The new financial year rings in several legislative changes affecting the superannuation industry, including SuperStream, early access to super for terminally ill patients and new significant investor visa (SIV) rules. The Australian Tax Office (ATO) ...

BMO to manage ESG for $53bn NZ funds

DARREN SNYDER  |  TUESDAY, 30 JUN 2015
BMO Global Asset Management has been appointed to support three New Zealand pension funds managing more than $53.2 billion with environmental, social and governance (ESG) factors. BMO will provide responsible investment engagement services for New Zealand ...

Advisers waiting on the sidelines with smart beta

LAURA MILLAN  |  MONDAY, 29 JUN 2015
Smart beta strategies are gaining popularity among investors, but financial advisers are exercising caution and waiting for the market to develop further in Australia. Financial Keys principal, Mark Causer, told Financial Standard that he tends to recommend ...