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Showing 2211 - 2220 of 3940 results for "USI"

Morphic added to Macquarie platforms

STAFF WRITER  |  FRIDAY, 15 MAY 2015
Morphic Asset Management's Global Opportunities Fund (MGOF) has been added to the Macquarie Wrap Super and Pension Platform. The MGOF was already available on the Macquarie Wrap Investment service, BT wrap and Netwealth, and the fund manager said it ...

ASIC seeks more bans in SMSF advice crackdown

ALEX BURKE  |  FRIDAY, 15 MAY 2015
ASIC is seeking banning orders ranging from 7.5 years to permanent for individuals participating in providing unlicensed advice to SMSF investors. The regulator has provided submissions to the Federal Court, specifically mentioning property developer ...

Age Pension under the spotlight in tonight's budget

LAURA MILLAN  |  TUESDAY, 12 MAY 2015
The 2015 Budget is expected to focus largely on Age Pension reforms that will likely require changes in the approach that the superannuation industry, financial advisers and professional investors take to design retirement strategies. Prior to the release ...

SEC and FINRA issue robo warning

ALEX DUNNIN  |  TUESDAY, 12 MAY 2015
The US Securities and Exchanges Commission (SEC) has issued a warning to investors regarding what it calls 'automated investment tools,' a group of web-based tools that include robo-advisers. The warning, prepared by the SEC's Office of Investor Education ...

Bank results underpin wealth management new era

LAURA MILLAN  |  FRIDAY, 8 MAY 2015
As the big four banks prepare for the end of the extraordinary bull run experienced since the global financial crisis, their wealth management arms also gear up for a new era. In a more challenging market and regulatory environment, the focus for the ...

LGS launches shareholder voting website

DARREN SNYDER  |  MONDAY, 4 MAY 2015
Local Government Super is reported to be the first super fund in Australia disclosing its voting intentions in advance of investee company shareholder meetings. The super fund's recent move was made in conjunction with the launch of a shareholder voting ...

Institutions and independents tackling risk reforms

ALEX BURKE  |  THURSDAY, 30 APR 2015
AMP has announced reductions in upfront commissions for licensed advisers on all life insurance policies, adopting a hybrid commission structure. At the same time, members of Australia's largest independent adviser network, Centrepoint Alliance, have ...

SMA usage climbs

ALEX BURKE  |  THURSDAY, 30 APR 2015
One in five (20%) financial advisers are now using separately managed accounts for investors, according to research by JBWere and Investment Trends. This is the highest level of usage recorded, indicating both the growing client preference for the transparency ...

Cloud-based research platform launched

DARREN SNYDER  |  WEDNESDAY, 29 APR 2015
A cloud-based platform aiming to provide a single space for buy-side firms to manage their research while delivering them content from research providers was launched recently. In a format similar to popular online music platforms, Seed Alpha is reported ...

Super lump sum myth debunked

LAURA MILLAN  |  WEDNESDAY, 29 APR 2015
Only 16.7% of superannuation assets are withdrawn as a lump sum when members hit retirement, recent analysis from Rice Warner shows. The actuarial firm analysed information from more than 10 million member records representing over $55 billion in assets ...