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Showing 361 - 370 of 706 results for "Automatic"

Australian Money Market adds CBA to platform

MARK SMITH  |  THURSDAY, 28 AUG 2014
Australian Money Market (AMM) has added the CBA Accelerator Cash Account to the choice of options on its term deposit platform. The new cash management account (CMA) is aimed at advisers whose clients have an existing CBA cash management account. AMM ...

Submissions open for SuperStream pass through amendments

JAMES FERNYHOUGH  |  MONDAY, 4 AUG 2014
The Federal Government has released an exposure draft proposing to amend the Superannuation Industry (Supervision) (SIS) Act to require default superannuation funds to process all default contributions. The amendments would mean that employers would ...

Dying in social media: adviser's next big nightmare

LAURA MILLAN  |  THURSDAY, 31 JUL 2014
Clients' presence on several social media platforms, with multiple accounts and passwords, is set to become a nightmare for financial advisers specialising in estate planning, as they will be forced to deal with the person's digital footprint after ...

Zurich extends daily data feeds offer

STAFF WRITER  |  MONDAY, 21 JUL 2014
Users of the AdviserLogic platform will have access to Zurich Financial Services' daily data feed service as a result of a partnership between the two companies. The service automatically updates client and policy information to the financial planning ...

Large strides made towards automated advice

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
Financial advice given by modelling tools is set to become the new normal in Australia's financial services industry, where data collection and management techniques advance at a fast pace. "The most basic advice will be driven by automated tools," ...

Calastone launches automated reporting tool

LAURA MILLAN  |  MONDAY, 14 JUL 2014
Calastone network users will be able to electronically communicate half yearly distribution income information from December. The new tool will automate distribution and communications between accountants managing self-managed super funds (SMSFs) and ...

Advice firm chooses MDAs over platforms

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
Melbourne advice firm Moran Howlett Financial Planning will transfer the majority of its funds under advice from traditional platforms onto a managed discretionary account (MDA) structure. The firm has about 350 clients and $160 million in assets under ...

WB Financial launches SMA service with Praemium

LAURA MILLAN  |  TUESDAY, 27 MAY 2014
Wealth management firm WB Financial has relaunched its Agentia separately managed account (SMA) service on the Praemium platform. The service is available in super and non-super structures and it includes 11 new diversified model portfolios. The models ...

Equip slashes insurance premiums

MARK SMITH  |  MONDAY, 26 MAY 2014
Equip has announced cuts to premiums for its death and total and permanent disablement (TPD) cover and its salary continuance cover. Equip's chief executive officer Danielle Press said the reductions were the result of thorough examination of the fund's ...

AIA Australia launches daily risk information for planners

STAFF WRITER  |  WEDNESDAY, 16 APR 2014
... of life insurance policies. The risk 'Datafeeds' contain application and policy information from AIA Australia. The automatic data feed will be progressively rolled out to other major planning software providers over the coming months. The automatic ...