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Showing 631 - 640 of 1194 results for "Switch"

Adviser input key to super fund switch: report

LAURA MILLAN  |  THURSDAY, 9 JUL 2015
... the latest Roy Morgan research revealed. The proportion of super fund members who seek advice from financial planners to switch their superannuation fund has gone up from 20.5% in 2010 to 29.9% in 2014, the 'Superannuation and Wealth Management in Australia' ...

Super fund members switching at record rates: research

DARREN SNYDER  |  MONDAY, 6 JUL 2015
... seen since 2010. Eleven per cent of super members switched funds last year, up from 9% in 2013. About 5% are intending to switch next year according to the latest report from Investment Trends. The 2015 Member Sentiment & Communications Report, which ...

ASIC reviews One Big Switch, bans adviser

DARREN SNYDER  |  TUESDAY, 30 JUN 2015
A report to the Australian Securities and Investments Commission (ASIC) identifies that One Big Switch contained potentially false and misleading statements in recent insurance campaigns. Appointed by ASIC to review One Big Switch's compliance with ...

Alternative income sources could benefit retirees

ALEX BURKE  |  MONDAY, 29 JUN 2015
... allow investors to adjust payment streams based on life expectancy or a specific fixed term at any time. Investors can also switch between imputation bond investment profiles without incurring capital gains tax penalties. "But it is important to understand ...

US fiduciary rule fight not slowing down

ALEX DUNNIN  |  TUESDAY, 16 JUN 2015
US financial services professional associations fire another salvo in their 5-year fight over limiting the application of fiduciary rules for financial advisers. Speaking to the Bipartisan Policy Center last month, the chief executive of the Securities ...

Saxo launches trading platform for SMSFs

LAURA MILLAN  |  WEDNESDAY, 10 JUN 2015
... with half of SMSF investors who trade online picking their main broker based on ease of use, and one in five prepared to switch for improved platform features." "We've seen a behavioral shift among retail traders who are looking at the choice of platform ...

Members less likely to switch from workplace funds

ALEX DUNNIN  |  THURSDAY, 28 MAY 2015
Members are two thirds more likely to switch their personal super funds than their workplace super fund, explaining why retail wealth groups are ramping up their political campaign to decouple superannuation from industrial awards. Roy Morgan has just ...

Empirics launches social analytics tool for super funds

ALEX BURKE  |  MONDAY, 18 MAY 2015
Data company Empirics has launched MarketSuite Social, software that analyses social content to provide insights about member behaviour for superannuation funds. MarketSuite's insights are based on a "warehouse" of "digital media mentions", which Empirics's ...

Tempo finds beta growth in Europe, Asia

LAURA MILLAN  |  FRIDAY, 17 APR 2015
... conservative, we were invested in the US, Japan, the UK and Switzerland." But for the last two months "we have seen a real switch in strategy to now get into more aggressive markets." The manager has moved out of Switzerland, the UK or Sweden and into ...

Funds wrestling with liquidity problem

MARK SMITH  |  TUESDAY, 7 APR 2015
Future Fund managing director David Neal has expressed concern at the lack of safe, liquid investments available for institutional investors to deploy their vast amounts of cash. Asked at an Association of Superannuation Funds of Australia (ASFA) Investment ...