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Showing 491 - 500 of 1194 results for "Switch"

Adviser Ratings to predict licensees' quality of advice

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
Adviser Ratings is proposing a new rating system for Australia's 1800 financial advice licensees that could potentially predict instances of misconduct. The new system, outlined in a new white paper, will see licensees rated in two ways; the first using ...

Zuper opens its doors

KARREN VERGARA  |  FRIDAY, 27 JUL 2018
... financial education by partnering with online courses and workshop providers such as General Assembly, Academy Xi, Zambesi and Switch L+D.

MLC refunds $67m in advice fees

KARREN VERGARA  |  FRIDAY, 27 JUL 2018
MLC will cease deducting general financial advice fees from its MasterKey Personal Super products after admitting it did not clearly communicate to members they could opt out of the service. About 305,000 MasterKey Personal Super (MKPS) members will ...

Former NAB, AMP adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... 2007 and 2013, Cowper had recommended gearing strategies when clients could not afford them. He also recommended clients switch superannuation funds without providing sufficient detail in the Statement of Advice (SoA) for the clients to make informed ...

Cryptocurrencies on radar but not priority: RBA

KANIKA SOOD  |  WEDNESDAY, 27 JUN 2018
Cryptocurrency usage in Australia is currently not large enough to raise policy concerns for the Reserve Bank of Australia (RBA), an official from the central bank said in Sydney yesterday. The Reserve Bank has closely followed developments in the crypto ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... technology providers are failing to adequately fulfil growing needs. The majority (82%) of advisers also said they would switch providers as a result of functionality enhancements. In April, another Investment Trends' survey found the adoption of ...

Super fund rationalisation painful: PwC

KARREN VERGARA  |  THURSDAY, 21 JUN 2018
The superannuation industry shouldn't underestimate the pain or amount of difficulty it will experience if the proposed rationalisation of underperforming funds eventuates, the second day of Productivity Commission public hearings was told in Melbourne. ...

Best-in-show funds pose pressing issues for advisers

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
... it would be an "enormously loss-leading exercise" for a new fund to attempt to survive off individuals who voluntarily switch and those advisers brave enough to make off-list recommendations. "Innovation in superannuation will suffer as a result," he ...

BTFG boss backs PC super proposals

KANIKA SOOD  |  THURSDAY, 7 JUN 2018
... Commission's recommendation that customers be put into default products only once, and take that fund with them when they switch jobs. It is also on board with a recommendation the Federal Government establish an expert panel to select up to 10 "best ...

Citi launches currency product, targets HNW investors

DARREN SNYDER  |  MONDAY, 4 JUN 2018
... narrower foreign exchange spreads. The currency holdings are linked directly to a Citibank debit card - meaning users can switch between currencies instantly via a mobile app and pay like a local with their card when travelling. There are zero ATM fees ...