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Showing 521 - 530 of 1219 results for "Switch"

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 ...

Royal Commission backlash continues for banks: Research

JAMIE WILLIAMSON  |  TUESDAY, 29 MAY 2018
About one in three Australians are more likely to switch their banking institution as a direct result of the Royal Commission, according to new research. About 10% of respondents to a survey commissioned by the Customer Owned Banking Association claim ...

Big data's big retirement benefits

DARREN SNYDER, STEPHEN FAY  |  MONDAY, 28 MAY 2018
J.P. Morgan Asset Management says big data is allowing retirement income products to be better customised to the individual and more dynamic in managing retiree spending. The asset manager has designed a solution in the US, assisted by retiree data ...

ASIC cancels Melbourne firm's AFSL

KANIKA SOOD  |  THURSDAY, 17 MAY 2018
... balances. The businesses advertised "fast cash" to consumers with poor credit histories seeking loans, recommended clients switch their superannuation and take out 'high end' insurance, and drew. They also received upfront and trailing insurance commissions ...

Better than bonds: A new approach to lifecycle investment

KANIKA SOOD  |  WEDNESDAY, 16 MAY 2018
Superannuation funds could top up lifecycle members' end savings by about 30%, if they make a "mid-step" switch to defensive equities instead of gradually increasing allocations to bonds, according to new analysis from Parametric. Parametric's latest ...

Budget measures to drive up super costs

ALEX BURKE  |  MONDAY, 14 MAY 2018
... this means, Wright argues, is that to some degree, longer-term members will be subsidising the exit costs of those who switch funds earlier on. "It's not like exit fees in industry funds are exorbitant. They are the real cost of a member exiting from ...