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Showing 2261 - 2270 of 3940 results for "USI"

Providers boost adviser access to managed accounts

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
Financial advisers' access to separately managed accounts (SMA) more than doubled in the past year which could open the floodgates to wider uptake of the structure, the latest Investment Trends report said. Advisers who said their most-used platform ...

Law firm targets disgruntled advice clients using Twitter

LAURA MILLAN  |  FRIDAY, 20 FEB 2015
Legal firm Slater and Gordon is using Twitter to ask financial planning clients if they are satisfied with the advice that they have received, and encouraging them to "do something about it." "Do you have concerns about the quality of financial advice ...

Managed accounts work for insto investors too

ALEX DUNNIN  |  FRIDAY, 20 FEB 2015
The term 'managed account' in Australia is usually associated with retail investment but one global technology and investment administration group has been using the structure to more efficiently manage institutional alternatives investments. Bruce ...

ASIC stops Bitcoin miner discussing IPO

ALEX BURKE  |  MONDAY, 16 FEB 2015
ASIC has issued a stop order prohibiting Bitcoin Group from discussing its intention to IPO prior to submitting a prospectus. Bitcoin Group is a "miner" of the Bitcoin cryptocurrency. This entails using software to solve complex mathematical problems ...

Easing here, there and everywhere

BENJAMIN ONG  |  THURSDAY, 5 FEB 2015
And an easing here, an easing there, everywhere an easing... Just a day after the Reserve Bank of Australia (RBA) joined the central bank surprise club and decided to ooh, ahh, "have what they're having", and two days after I typed on this space "and ...

Baby boomers should be wary of generic advice

ALEX BURKE  |  TUESDAY, 3 FEB 2015
The average baby boomer's financial plan is too generic and risky due to overexposure to growth assets, a Centre for International Finance and Regulation (CIFR) study has found. The CIFR study examined common Australian financial advice methods to determine ...

Industry fund brands stronger than retail

MARK SMITH  |  FRIDAY, 30 JAN 2015
Industry super funds have the edge over their retail counterparts when it comes to brand perception, new research by CoreData shows. CoreData's Super Fund Brand Research Q4 2014 asked more than 2,000 Australians to rate the largest 23 superannuation ...

Accountants interested in mFund: OneVue

ALEX BURKE  |  FRIDAY, 23 JAN 2015
The mFund settlement service will drive new interest in managed funds from SMSF accountants, according to the OneVue/Investment Trends 2014 SMSF Accountant Report. 13% of survey respondents indicated they would start using mFund for their clients, while ...

Advisers closely watching mFund

LAURA MILLAN  |  WEDNESDAY, 21 JAN 2015
Most financial advisers are keeping a close eye on mFund and waiting for the selection of funds to be broader before starting to use it. "We are still watching it, I think it is not at a point where it has reached its critical mass," Visis Private Wealth ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
New research from Rainmaker reveals that managed accounts are not only enabling advisers to improve their clients' investment outcomes as well as boost their own business' worth, they are enabling new investment managers to enter the market. The research ...