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Showing 291 - 300 of 706 results for "Automatic"

FinaMetrica partners for risk profiling

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
FinaMetrica has partnered with Financial Express to deliver its risk tolerance score technology through FE's asset allocation tools. FinaMetrica's risk profiling process scientifically assesses a client's risk tolerance to help advisers deliver suitable ...

SMSFs encouraged to embrace fintech

DARREN SNYDER  |  FRIDAY, 25 NOV 2016
SMSF members need to embrace fintech to minimise the erosion of returns and add simplicity to the costs of both asset ownership and administration. Managed account software provider MA Operator says many SMSFs are paying for services they don't need ...

CFS introduces same day RoA functionality

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
Colonial First State has introduced a new same day Record of Advice (RoA) generation functionality to FirstNet Adviser, allowing advisers to generate an RoA in as little as 30 minutes. The added functionality comes six months after CFS first launched ...

Super execs: Size is not scale

ALEX BURKE, ALEX DUNNIN  |  FRIDAY, 11 NOV 2016
Size is not the same as having effective economies of scale in superannuation funds, leading management consultants and super executives have told the 2016 Association of Superannuation Funds of Australia annual conference. TRIA Investment Partners' ...

CBA in world-first blockchain transaction

JAMIE WILLIAMSON  |  TUESDAY, 25 OCT 2016
The Commonwealth Bank and Wells Fargo have embarked on the first global trade transaction between two independent banks via blockchain. The transaction involved a shipment of 88 cotton bales from Texas to Qingdao, China using a distributed ledger known ...

Tobacco and super funds must split

JAMIE WILLIAMSON  |  THURSDAY, 20 OCT 2016
Institutional investors need to do more to combat investment in tobacco, with around $10 billion still invested via superannuation alone. Speaking at an Altius Asset Management event in Sydney yesterday, chief executive of Tobacco Free Portfolios Dr ...

Industry bodies united on group insurance

JAMIE WILLIAMSON  |  MONDAY, 10 OCT 2016
... would have otherwise not chosen to or been able to access life and disability insurance. The statement also asserts that automatic default cover, provided on an opt-out basis, has significantly contributed to reducing underinsurance in Australia and ...

IOOF upgrades Pursuit functionality

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2016
IOOF has introduced a new automatic re-weighting function to its Pursuit platform. The new feature, available through Pursuit's Portfolio Online portal, allows advisers to choose between re-weighting client's portfolios to a desired percentage or to ...

MySuper insurance widely misunderstood

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2016
... engage more with employers to increase understanding around the cover employees have in their super, pointing out that automatic acceptance levels (AAL) can result in underinsurance and drawn out claims processes. "Under automatic acceptance levels there ...

ASIC bans jailed former advice director

JAMIE WILLIAMSON  |  MONDAY, 15 AUG 2016
ASIC has permanently banned the former director of an insurance broking company after being found guilty of seven counts of dishonestly obtaining a financial advantage from the Commonwealth by deception. In April Timothy Charles Pratten was sentenced ...