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Showing 671 - 680 of 1209 results for "Switch"

Big four fail in cross-selling retail super funds

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
Australia's big four banks are failing to cross-sell their retail superannuation products to their existing banking customers, the latest Roy Morgan research shows. Each of the banks is capturing less than 20% of their customers' superannuation balances ...

Advisers boost practice profitability

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
... business efficiency is now a greater priority," Peker said. The research also found that advisers are increasingly willing to switch dealer groups in the next 12 months. In 2014, 10% of advisers surveyed said they are intending to change dealer groups ...

Carried away by the dollar-A

BENJAMIN ONG  |  WEDNESDAY, 3 SEP 2014

Advisers use more insurers, but main provider still key: research

LAURA MILLAN  |  MONDAY, 1 SEP 2014
Advisers have expanded the number of insurers they use, but being an adviser's main insurance provider remains essential, new research by Investment Trends shows. After four years of planners consolidating insurers, advisers have increased the numbers ...

Market Wrap

AAP  |  FRIDAY, 29 AUG 2014
The Australian stock market has opened flat despite reports that Russian that are actively fighting in eastern Ukraine spooking markets overnight. All major US and European markets lost ground overnight as NATO said at least 1,00 Russian troops were ...

IFM warns against foreign ownership of infrastructure

JAMES FERNYHOUGH  |  THURSDAY, 28 AUG 2014
... measures: a less stringent stress-testing regime; a government-backed liquidity scheme; premiums for members who agree not to switch funds; and incentives for members who do not switch funds. On this latter point it recommended, first, that "superannuation ...

Australian Money Market adds CBA to platform

MARK SMITH  |  THURSDAY, 28 AUG 2014
... client's name. AMM does not hold any monies on trust for clients. Once the initial account is setup, advisers are able to switch to a different institution upon maturity of a term deposit on behalf of their clients and funds are transferred automatic ...

Do not take adviser loyalty for granted: research

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
... year. The Macquarie Wrap, the BT Wrap and the Asgard eWRAP seemed the most attractive options among advisers who wanted to switch. "Following FoFA, and perhaps as a consequence of the introduction of the best interest duty, they now have increasing freedom," ...

Licensee under ASIC scrutiny after employing AAA advisers

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
An Adelaide-based licensee has entered into an enforceable undertaking (EU) with the Australian Securities and Investments Commission (ASIC) after it employed a number of former representatives of AAA Intelligence limited. PGW Financial Services has ...

Market wrap AM

AAP  |  MONDAY, 21 JUL 2014
... Drug maker AbbVie sealed a tax-cutting $US54 billion takeover deal with Dublin-based Shire Pharmaceuticals as it plans to switch its tax base to Britain to avoid higher US taxes. AbbVie rose 2.6 per cent. In local economic news on Monday, the Commonwealth ...