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Showing 551 - 560 of 1194 results for "Switch"

Inflated attention on September US CPI inflation

BENJAMIN ONG  |  MONDAY, 16 OCT 2017
... inflation". An article by the "Business Insider" published in mid-2014 explains the history and reason for this: "The official switch from CPI to PCE occurred in 2000 when the FOMC stopped publishing CPI forecasts and began to frame its inflation projections ...

UK asset consultants face competition scrutiny

KARREN VERGARA  |  MONDAY, 18 SEP 2017
In an industry first, the UK Financial Conduct Authority's concerns about anti-competitive practices of investment consultants have been referred to a consumer protection and anti-competition watchdog to further investigate the industry. The FCA announced ...

Why managed accounts need a 'no exceptions policy'

KARREN VERGARA  |  FRIDAY, 15 SEP 2017
There are advice practices which will need to set a 'no exceptions policy' when switching to a managed accounts solution, particularly if it faces resistance from staff, says the head of a financial planning and accounting firm. Praescius Financial ...

Investors happier with online broking: Investment Trends

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
Overall satisfaction with the online broking industry has increased for the first time since 2015, as 85% of online investors deem their preferred platform to be either good or very good. The Investment Trends 2017 Australia First Half Online Broking ...

Acorns hits $100m milestone

KARREN VERGARA  |  WEDNESDAY, 30 AUG 2017
Micro-investing and savings app Acorns Australia reached the $100 million funds under management mark in less than two years since its launch. The app, which has more than 300,000 users, has generated a 10.5% per annum return (after fees but before ...

Advice business offers enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2017
... regulator determined that Financial Index Australia's Adviser Incentive Scheme was likely to encourage representatives to switch clients from existing third-party products to FIA's in-house products. ASIC said this practice occurred on numerous occasions ...

DNR scores high in first Zenith SMA review

ALEX BURKE  |  MONDAY, 31 JUL 2017
... given that investors have beneficial ownership of the underlying assets, they do not need to sell their entire holdings to switch management of the portfolio. Highlighting DNR specifically in its review, Zenith said: "DNR was one of the pioneers of the ...

Global reinsurer adopts ESG framework

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
All of the liquid holdings of the world's second-largest reinsurer will be switched to track ethical indices by 2018. Since the beginning of the year, Swiss Re has been consistently integrating environmental, social and governance criteria into its ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
More than 70% of financial planners are open to transition from their primary platform, saying technology providers are failing to adequately fulfill growing needs. Insights from the Investment Trends Planner Technology Report show 75% of financial ...

Asset managers still charging more for less

ALEX BURKE  |  FRIDAY, 30 JUN 2017
Following its interim report on the asset management industry released in November 2016, the UK Financial Conduct Authority reiterated its stance that profits aren't reflecting average performance. The FCA received 153 written submissions and consulted ...