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Showing 3371 - 3380 of 3940 results for "USI"

APRA to review super fund stats

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2008
APRA will consult with industry players on proposals to change the format of its all-important statistics on super fund performance so the public can make more informed choices about who should manage their retirement savings. Every three months, the ...

Tax free pension not without trade-offs

MICHAEL HOBBS  |  FRIDAY, 25 JUL 2008
Retirees with tax free pension accounts risk missing out on certain super fund payments handed to their dependents, according to a financial planning expert. Rudy Haddad, ING Australia national manager of technical services, sales and marketing, said ...

Deloitte pushes for cyber advisers

MICHAEL HOBBS  |  THURSDAY, 24 JUL 2008
Financial planners who don't exploit online technology could miss out, as technology savvy clients demand faster and more online-based services from them, according to Peter Williams, Deloitte Digital chief executive. Speaking at an IFSA Deloitte Future ...

BGI targets adviser iShare apathy

MICHAEL HOBBS  |  THURSDAY, 24 JUL 2008
Exchange traded funds (ETFs) juggernaut, Barclay's Global Investors (BGI) iShares is targeting financial planners in the second of this year to alert them on the benefits of using the funds. Adam Seccombe, iShares co head, said iShares are used by the ...

NZX plugs into SWIFTNet

MICHAEL HOBBS  |  THURSDAY, 24 JUL 2008
The New Zealand Exchange (NZX) selected SWIFTNet for its clearing and settlement messaging services. SWIFT is an interconnected communications platform that allows users to exchange automatically using standardised financial information in a secure ...

Garvan FP practice gains SAI approval

MICHAEL HOBBS  |  FRIDAY, 18 JUL 2008
Garvan licensed financial planning practice, Finance Control was awarded the SAI Global backed, Financial Planning 9000 standard, a benchmark for quality administration and business management. The Financial Planning 9000 - Quality Management for Financial ...

Social banking on the rise

MICHAEL HOBBS  |  WEDNESDAY, 16 JUL 2008
Social banking platforms will capture 10 per cent of the worldwide retail lending and financial planning market in two years time, according to Gartner. The term, social banking includes trends such as green practices, social entrepreneurship and peer ...

Fundies use proxy voting

MICHELLE BALTAZAR  |  TUESDAY, 15 JUL 2008
US fund managers drive better governance in the companies they invest in by using proxy votes to block board decisions that are not in the shareholder's best interest, a study found. The Investment Company Institute (ICI) analysed more than 3.5 million ...

Russell and Mercer lead MM pack

MICHAEL HOBBS  |  TUESDAY, 15 JUL 2008
Lonsec's annual review of the multi manager sector resulted in only two of out of 16 managers achieving a 'highly recommended' rating. Russell and Mercer were awarded 'highly recommended' ratings, while BT, AXA, Challenger, ipac, Optimix, MLC and Skandia/Intech ...

MLC adopts paraplanning referral service

MICHAEL HOBBS  |  MONDAY, 14 JUL 2008
Financial services firm MLC is dropping its paraplanning strategy with ThreeSixty and moving its financial planning service to a referral model. MLC set up ThreeSixty in 1999 and has been using the business for all its paraplanning requirements. This ...