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Showing 2591 - 2600 of 3940 results for "USI"

Zurich launches automated risk data feed

LAURA MILLAN  |  THURSDAY, 14 MAR 2013
Zurich Financial Services announced this week the launch of automated risk data feeds for advisers, which is available through the XPLAN financial planning program. Advisers can use this tool to access in-force policy and client information, which is ...

Adviser-client communication directly linked to profits: survey

LAURA MILLAN  |  WEDNESDAY, 13 MAR 2013
Good communication not only guarantees a closer relationship between financial advisers and clients, it can also have a direct impact on the practices' profitability, research shows. According to the "New frontiers: the age of consumers" report by Business ...

Managed accounts set for an overhaul

LAURA MILLAN  |  MONDAY, 11 MAR 2013
For the first time in nine years, the country's financial services regulator is placing the managed accounts sector through a comprehensive review, addressing grey areas and fixing major drawbacks that have long derailed the sector's growth. Institutions ...

Pricing of unlisted assets call for new model: Northfield

LAURA MILLAN  |  THURSDAY, 7 MAR 2013
The risk profiles of unlisted assets can be analysed as if they were equities or Exchange Traded Funds (ETF) by using integrated models that look at risk across all asset classes, an analytics firm said. Northfield Asia Pacific, a US-based firm that ...

Market Wrap

AAP  |  TUESDAY, 5 MAR 2013
The Australian market has shot up by more than one-and-a-half per cent at noon, with investors using yesterday's falls to lap up cheaper stocks. CMC Markets chief market analyst Ric Spooner describes it as a relief rally following Monday's decline. ...

Lost super deadline closes in

ALEX DUNNIN  |  TUESDAY, 5 MAR 2013
The Australian Taxation Office is reminding superannuation funds they have less than three months before the 31 May deadline to transfer certain lost super accounts to the Australian Taxation Office. Lost super under the requirements are defined as ...

ATO upgrades SMSF and SuperSeeker website

ALEX DUNNIN  |  TUESDAY, 26 FEB 2013
The Australian Taxation Office is conducting a survey of SMSF trustees to investigate if it should put more SMSF tax interpretations on their website. To ascertain the type of SMSF information trustees and service providers want, they are conducting ...

PineBridge pitches quant solution to super funds

MARK SMITH  |  TUESDAY, 26 FEB 2013
PineBridge Investments has been meeting with financial institutions in the hope of bringing a cheap alternative to active management to Australian investors. Its Quantitative Enhanced Indexing investment solution is designed to be less expensive than ...

CBUS to review custody operations

LAURA MILLAN  |  MONDAY, 25 FEB 2013
Following a major investment review, CBUS will conduct its first open market Request for Proposal (RFP) in 20 years to look for a custody services provider. CBUS's custody services are provided by the National Australia Bank - Asset Servicing (NAS) ...

Qantas Super takes flight with iqBoard

LAURA MILLAN  |  WEDNESDAY, 20 FEB 2013
The Qantas Superannuation board members are using iPads to manage board and committee meetings, joining the ranks of other super fund boards that have done so in recent months. Qantas Super is using iqBoard, an application developed by IQ Group that ...