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Showing 571 - 580 of 1209 results for "Switch"

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 ...

Life consumers influenced by premium pricing

KARREN VERGARA  |  FRIDAY, 9 JUN 2017
... factors such as product features (63%), claims reputation (55%) and service levels (33%). Consumers are also more likely to switch to new providers based on lower premiums (36%) compared to finding superior products (18%) or better services (7%). "This ...

ASIC launches LIF instrument

KARREN VERGARA  |  TUESDAY, 6 JUN 2017
ASIC launched a new instrument cementing the maximum amount of fees and ongoing commissions advisers can charge on life insurance products as part of industry-wide reforms. The Life Insurance Commissions Instrument will cap advisers' commissions and ...

Kinetic Super improves insurance offering

EMMA RAPAPORT  |  WEDNESDAY, 31 MAY 2017
... upgrading its insurance offering to maximise members' insurance protection at times when they can afford it and reduce it or switch it off when they can't. The upgrades, aimed at the recruitment industry and Australia's growing contingent (contractual) ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
... is likely to be the largest intergenerational wealth transfer in history. Different studies show that 65 to 90% of heirs switch financial advisers after inheriting wealth, hence wealth managers have no choice but to start bonding with their clients' ...

Bankers told to spread positive message

DARREN SNYDER  |  MONDAY, 24 APR 2017
Twelve months in to its public commitment to place more focus on protecting consumer interests, the banking industry still needs to persuade the community that change is being made. On Friday independent governance expert Ian McPhee delivered his fourth ...