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Showing 2431 - 2440 of 3940 results for "USI"

Industry resists full portfolio disclosure

JAMES FERNYHOUGH  |  MONDAY, 17 FEB 2014
The superannuation and funds management industry has universally resisted the move towards full transparency of portfolio holdings. In submissions to Assistant Treasurer Arthur Sinodinos' discussion paper, 'Better regulation and governance, enhanced ...

Rubik partners with Stargate on integration interface

JAMES FERNYHOUGH  |  FRIDAY, 14 FEB 2014
Rubik Financial Limited has launched an interface integrating its wealth planning software COIN with Stargate Technologies'A loan management tool, SymmetryCRM. Rubik said this would allow financial planners using COIN and brokers using Symmetry to push ...

CSIRO to study super spending habits

MARK SMITH  |  TUESDAY, 11 FEB 2014
CSIRO and Monash University will study the spending habits of retirees to better understand their product and investment needs. "We're looking to understand what retirees need, how long their super lasts and what investment options and financial products ...

Emulation funds slash performance as well as cost

MARK SMITH  |  TUESDAY, 11 FEB 2014
The Capital Markets Cooperative Research Centre (CMCRC) has found little evidence that 'emulation funds', designed to cut trading costs in multi-manager portfolios, outperform the funds they track before fees and taxes. Emulation funds are designed ...

Advisers encouraged to use tech to boost soft skills

LAURA MILLAN  |  MONDAY, 10 FEB 2014
Financial advisers are being encouraged to build and strengthen their relationships with clients through technology. Marketing coach and author Terry Brock will be working with Synchron advisers using apps in their smartphones and tablets that can help ...

Mmm bargains, hmm

BENJAMIN ONG  |  WEDNESDAY, 5 FEB 2014
Wall Street bounces as bargain hunters pounce. I could stop right here, thank you very much but, alas, I have a number of words quota to fill so here we go. Yes Virginia, Wall Street clawed back some of the previous day's losses - the S&P 500 up 0.8% ...

The AFA develops social media simulator

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
The Association of Financial Advisers (AFA) has developed a simulator to help advisers determine the best social media strategy for their client base. The simulator is an interactive tool developed using the 'Connecting with Client' report from August ...

Accountant guilty of operating 21 unregistered schemes

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
A Melbourne accountant has pleaded guilty to 27 criminal charges including charges of operating 21 unregistered managed investment schemes. Accountant Mark Ronald Letten pleaded guilty following an investigation by the Australian Securities and Investments ...

Planners shy away from margin lending advice

LAURA MILLAN  |  TUESDAY, 28 JAN 2014
Financial planners are shying away from margin lending advice following falls in the margin lending market in the second and third quarters of 2013. The proportion of planners advising on margin lending fell from 55% in 2012 to 45% in 2013, according ...

ATO figures nail in coffin for SMSF critics: SPAA

JAMES FERNYHOUGH  |  FRIDAY, 24 JAN 2014
Pension withdrawal trends demonstrate that self-managed super fund (SMSF) trustees are using their funds responsibly, according to the SMSF Professionals' Association of Australia (SPAA). According to Australian Tax Office figures, in the 2011-12 financial ...