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Showing 3001 - 3010 of 3940 results for "USI"

SSgA hits $3bn in ETFs

COMPANY RELEASE  |  TUESDAY, 10 AUG 2010
State Street Global Advisors has reached the $3 billion in total funds under management mark for its SPDR range of Exchange Traded Funds (ETFs) in Australia, up more than 50 per cent over 12 months. This is 52 per cent higher than the $1.97 billion ...

Gillard Govt to tighten reverse mortgages rules

RUTH LIEW  |  MONDAY, 9 AUG 2010
Reverse mortgages holders will receive more protection during a property downturn if Labor continues to hold government after the election - but the industry's peak body said most of these proposed policies are already in place. A re-elected Gillard ...

Trustees address 'young' elephant in the room

MICHELLE BALTAZAR  |  WEDNESDAY, 4 AUG 2010
Credit unions and super funds share the common dilemma of how to best serve their younger stakeholders, and it's a risk that becomes more pressing as their Baby Boomer clients move on from 'saving for retirement' to 'spending their savings' phase. Mark ...

FPA and RIAA team up for planners

COMPANY RELEASE  |  WEDNESDAY, 4 AUG 2010
The Financial Planning Association of Australia pairs up with the Responsible Investment Association Australasia (RIAA) to promote responsible investment advice to its members. The partnership is part of the FPA's push to improve educational opportunities ...

Wealthtrac broadens share trading services

RUTH LIEW  |  TUESDAY, 3 AUG 2010
Platform provider Wealthtrac has launched a new share trading facility that allows advisers to choose from six panel brokers, including JB Were, Morgan Stanley and RBS Morgans. Matthew Johnson, chief executive and managing director of Wealthtrac, said ...

Planners rank high on client scorecard

RUTH LIEW  |  THURSDAY, 15 JUL 2010
People who use planners love the services they get, but those who have never dealt with planners directly are skeptical, research shows. According to research by CoreData-brandmanagement, commissioned by the Association of Financial Advisers, investors ...

Planners turn property experts

MICHAEL HOBBS  |  WEDNESDAY, 14 JUL 2010
A property research group is capitalising on demand from non-aligned financial planners seeking to provide their clients with residential property advice. Blue Wealth Property analyses trends such as population growth, economic factors and employment ...

Trustee outsourcing deals in regulator spotlight

ALEX DUNNIN  |  TUESDAY, 13 JUL 2010
New research from APRA reveals that while the focus on super funds using related party service providers often focuses on not-for-profit funds, it is the outsourcing practices of retail funds that present more concerns to the regulator. According to ...

Praemium preps more advisers to fee-for-service world

RUTH LIEW  |  FRIDAY, 9 JUL 2010
Praemium is expanding its planner target market by 80 per cent as the firm rolls out SMARTwrap - a service aimed at both fee-for-service and commission-based advisers, and those transitioning to a fee structure. Arthur Naoumidis, group chief executive ...

ETFs tough to white label

MICHAEL HOBBS  |  WEDNESDAY, 7 JUL 2010
Following the rising interest in Exchange Traded Funds (ETFs) in Australia, some financial planning groups are considering having their own branded ETFs - but that could be hard to do in practice due to structural issues, according to one ETF expert. ...