Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 601 - 610 of 1210 results for "Switch"

Risk advice revenue falls 7pc in 2016

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
Risk advice revenue has dropped to the lowest point since 2013 as advisers anticipate the impacts of pending Life Insurance Framework (LIF) reforms, according to the Investment Trends 2016 Planner Risk Report. According to the report, the average adviser ...

Equip readies full robo advice roll-out

MARK SMITH  |  WEDNESDAY, 3 AUG 2016
... planner." Sadler said an important differentiator for Equip MyMoney was that it will allow members to pass an investment switch instruction to the fund based on the Statement of Advice (SOA) created by the robo advisor. In addition to recommending an ...

SMSFs warrant PC review inclusion

DARREN SNYDER  |  WEDNESDAY, 3 AUG 2016
Among its complex and broad assessment of superannuation's competitiveness and efficiency the Productivity Commission says it intends to review data on the extent to which tax is a motivator for setting up an SMSF. The Commission accepts there are several ...

Fee and return disclosures influence retirement choice

DARREN SNYDER  |  THURSDAY, 14 JUL 2016
A group of researchers have developed strategies to advance superannuation member engagement with retirement plan choices, particularly focusing on fee and return disclosures. In a working paper recently published by the Centre of Excellence in Population ...

MORE Super switches to Simple Fund 360

MARK SMITH  |  MONDAY, 11 JUL 2016
Independent SMSF administrator MORE Super will move the administration of its 5,000 SMSFs from BGL's Simple Fund Desktop to Simple Fund 360. "We compared alternate cloud based SMSF administration solutions and whilst Simple Fund 360 was not the first ...

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
... found that more financial planners were looking to begin using a new platform in 2016, with 23% of respondents planning to switch platforms in the next 12 months, an increase of six percentage points from 2015. While software relationships tend to be ...

Cashwerkz offers paperwork relief

KERRIE SYDEE  |  TUESDAY, 14 JUN 2016
... term deposits more easily. The Cashwerkz platform aims to offer users a quick and easy way to research, buy, manage and switch term deposits. Currently only offering term deposits, CashWerkz will be adding other cash products such as high interest savings ...

FTSE Russell launches "green revenue" model

ALEX BURKE  |  TUESDAY, 7 JUN 2016
... Russell's Green Revenues Index Series and data model offers a unique and potentially powerful new way of assisting investors switch capital towards companies walking the talk in terms of green products, goods and services. "The long term success of the ...

ASIC consulting over managed investment schemes

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
The Australian Securities and Investments Commission is proposing to remake its class order on differential fees for registered managed investment schemes, extending it beyond a 2017 expiration. ASIC said in its view the class order is operating effectively ...

One in four willing to switch advisers: EY survey

MARK SMITH  |  TUESDAY, 24 MAY 2016
Wealth managers in Australia will need to employ more client-centric strategies and make better use of technology if they want to capture a share of the sector's $280 billion (US$200 billion) global revenue opportunity, according to EY's 2016 global ...