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Showing 2291 - 2300 of 3940 results for "USI"

Increased record keeping provisions for advisers

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
Financial advisers will need to keep additional records proving they've complied with the best interests' duty when they give personal advice to retail clients after 23 March 2015. Information to be provided will include documentation that proves the ...

The second FS Power50 list unveiled

STAFF WRITER  |  MONDAY, 17 NOV 2014
Social media is the epicentre of new ideas and innovation in financial services industry and this years' edition of the FS Power50 features the top 50 individuals in Australia leading this conversation. The second edition of the FS Power50 is a completely ...

Liam Shorte named FS Smileys Scholar of the Year

ALICE URIBE  |  FRIDAY, 14 NOV 2014
Verante Financial Planning director Liam Shorte has won this year's Financial Standard Social Media Influence, Leadership + Excellence (SMILEYS) Scholarship. The FS Smileys Scholarship, proudly supported by Financial Standard's scholarship partner ...

Embrace rising retirement age, says futurist

JAMES FERNYHOUGH  |  THURSDAY, 13 NOV 2014
The rising retirement age is nothing to fear because in a service economy we are not going to die of over-physical work, according to IBISWorld chairman and 'futurist' Phil Ruthven AM. Ruthven told delegates at the Association of Superannuation Funds ...

TAL lobbies for annuity regulation change

LAURA MILLAN  |  TUESDAY, 11 NOV 2014
Life insurer TAL has argued in favour of regulatory changes to income stream products in a detailed response to the Treasury's 'Review of retirement income stream regulation' discussion paper. TAL said that regulation "should be broadened to enable ...

SMEs embracing accounting in the cloud

MARK SMITH  |  MONDAY, 10 NOV 2014
The overwhelming majority of small and medium-sized enterprises (SMEs) intend to increase expenditure on cloud accounting technology in the near future, according to a recent survey by Wolters Kluwer. A whopping 96% of respondents said they intended ...

ETFs jump 44 pct to $13.6bn

ALEX DUNNIN  |  FRIDAY, 7 NOV 2014
Exchange Traded Funds (ETF) climbed 44% in the year end October 2014 to reach $13.6 billion, reports figures just released by the ASX. But while the money managed in ETFs is surging the number of ETF products is relatively stable with just an extra ...

IRESS and Class Super partner to target SMSF accountants

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
A partnership between IRESS and Class Super will allow XPLAN and Class users to access up-to-date member and investment information on both platforms. The information available includes fund details, member details and contribution limits. A range of ...

A trillion euros is in the mail

BENJAMIN ONG  |  FRIDAY, 7 NOV 2014
What had been a mathematically-derived, guessed at and/or expected a,-1 trillion expansion in the European Central Bank's (ECB) balance sheet has just become fact - ECB President Mario Draghi promised - and it's unanimous. Most would have probably read ...

Share trader jailed over $260,000 fraud

LAURA MILLAN  |  MONDAY, 3 NOV 2014
A share trader was jailed for 18 months for fraudulently misappropriating $260,000 from two investors and using the money for his own personal benefit. New South Wales-based William John Jones will serve 10 months before being eligible for parole. He ...