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Showing 2351 - 2360 of 3940 results for "USI"

Do not take adviser loyalty for granted: research

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
Platform providers should not take financial adviser's loyalty for granted, as new research shows that planners are exercising choice when it comes to platforms. The number of advisers using a platform due to the dealer group's preferences has fallen ...

More data leads to more bad decisions

JAMES FERNYHOUGH  |  TUESDAY, 12 AUG 2014
The human brain is biologically incapable of processing the reams of data it receives, and the more data we try to process without help, the more bad decision we will make. That was the message of evolutionary biologist Rebecca Costa's speech that closed ...

Bravura promotes exec to CIO role

MARK SMITH  |  TUESDAY, 12 AUG 2014
Bravura Solutions has promoted head of IT and hosting services Terry McCann to the role of chief information officer (CIO) with a global remit. The company said the move follows increased interest in its managed service offering from across the Asia ...

China's winning

BENJAMIN ONG  |  TUESDAY, 12 AUG 2014
"Happy days are here again The skies above are clear again So let's sing a song of cheer again Happy days are here again." -- Lou Levin It appears to be working... calling invasion, incursions, strikes or what have you's "humanitarian missions" works. ...

ASIC lowers wholesale investor threshold to $2.5 million

LAURA MILLAN  |  MONDAY, 11 AUG 2014
Self-managed super fund (SMSF) trustees with net assets of at least $2.5 million could be classified as wholesale investors by their financial advisers, the Australian Securities and Investments Commission (ASIC) has determined. The regulator has issued ...

Managedaccounts.com.au adds adviser to sales team

STAFF WRITER  |  FRIDAY, 8 AUG 2014
Managedaccounts.com.au has expanded its sales and relationship management team, appointing a former Melbourne- based financial planner. Doug Kirkham has joined the managed account provider from advisory firm, Cameron Walshe Financial Planning, where ...

Consumer awareness of vertical integration plummets

LAURA MILLAN  |  TUESDAY, 5 AUG 2014
The number of consumers unaware that their financial adviser works for a dealer group aligned with the big institutions has significantly increased over the past year. In 2013, 51% of the clients using Commonwealth Bank-owned Financial Wisdom thought ...

Morphic fund listed in the BT Wrap

STAFF WRITER  |  FRIDAY, 1 AUG 2014
The Morphic Global Opportunities Fund has been added to the BT Wrap platform amid growth of investor interest in global equity funds that provide flexible hedging strategies. The Fund is long-short global equities strategy with a mid-cap focus and close ...

Better use of client information essential to adviser success

LAURA MILLAN  |  THURSDAY, 31 JUL 2014
Financial advisers have more information about their clients than almost any other industry and they should be using it to improve their service, netwealth executive director Matt Heine said. "Throughout the fact finding process we collect more information ...

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
More than 286,000 self-managed super funds (SMSFs) have unmet advice needs, representing a huge opportunity for financial advisers, according to new research from Investment Trends. SMSFs who say they have unmet advice needs are prepared to pay up to ...