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Showing 301 - 310 of 706 results for "Automatic"

Pension changes will impact retirement adequacy

KERRIE SYDEE  |  FRIDAY, 12 AUG 2016
Impending changes to the aged pension asset test thresholds will have a significant impact on the number of couples able to achieve a comfortable retirement, according to new research from Willis Towers Watson (WTW). The joint research from WTW and ...

Instos demanding ESG metrics

MARK SMITH  |  TUESDAY, 9 AUG 2016
Institutional investors are calling for metrics to analyse companies' environmental, social, and governance (ESG) practices in the belief that these can correlate with positive financial performance. Michele Giuditta, associate director at global analytics ...

AMP buys SMSF accounting platform

ALEX BURKE  |  TUESDAY, 2 AUG 2016
... from SISS Data Services, Macquarie, BankLink, Praemium and Vestdata; tax and practice management software integration; automatic income allocation; and customisable reporting. AMP's purchase will be structured as an initial $1.25 million payment followed ...

ASIC hands down multiple bans

KERRIE SYDEE  |  WEDNESDAY, 27 JUL 2016
ASIC has permanently banned one adviser and handed temporary bans to two others, one of which was formerly employed by Australian and New Zealand Banking Group (ANZ). Craig Miller, formerly of Malanda in North Queensland, was employed by ANZ as a financial ...

AIA launches adviser self-service portal

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
AIA Australia has launched an online self-service portal to allow financial advisers to manage client insurance administration. The portal allows financial advisers to update their clients' contact information and bank and credit card details directly ...

Lack of ownership costing Australians in retirement

KERRIE SYDEE  |  TUESDAY, 7 JUN 2016

Citi to roll out voice biometric authentication

MARK SMITH  |  FRIDAY, 20 MAY 2016
Reciting PINs, passwords and answers to security questions to telephone customer service staff will soon be a thing of the past for Citi's Australian consumer banking customers as the bank rolls out voice biometric authentication. The technology identifies ...

Opt-In headache given mobile relief

KERRIE SYDEE  |  TUESDAY, 17 MAY 2016
Midwinter and SuiteBox, the mobile office solution for advisers, have partnered to deliver an electronic solution to alleviate issues surrounding the FoFA Opt-In for financial planners. The partnership will allow advisers using Midwinter's AdviceOS ...

Keybridge receives restructure proposal

ALEX BURKE  |  MONDAY, 16 MAY 2016
... Keybridge's board. The restructure would entail WAM becoming the investment manager for Keybridge for five years (with an automatic five-year extension agreement unless terminated earlier). "Wilson Asset Management believes that the indicative non-binding ...

Technology and collaboration to drive financial advice

KERRIE SYDEE  |  THURSDAY, 14 APR 2016
... advisers, with 71% of Australian respondents listing the use of modern financial planning tools such as self-modelling and automatic portfolio rebalancing as an important factor when selecting an adviser. Twenty per cent of respondents also noted that ...