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Showing 681 - 690 of 3933 results for "USI"

AFCA adopts case merit assessments

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
The Australian Financial Complaints Authority will permanently adopt a merit assessment process, so that complaints where no error or financial loss has occurred can be identified and excluded quickly. AFCA conducted a three-month pilot program last ...

Advice firms struggle to make most of socials

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
A recent survey by BT found just 37% of financial advisers have received referrals via social media in the last 12 months. Earlier this year BT conducted a three-part webinar series on social media, with the majority of advisers in attendance using ...

Managed accounts drive profit, revenue surge

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
Financial advice firms using managed accounts for the last three years have seen almost 80% more profit per owner than those without, new research shows. Latest insights from Praemium and Business Health show practices using managed accounts achieved ...

MLC Life Insurance joins forces with Insignia Financial

ANDREW MCKEAN  |  WEDNESDAY, 4 MAY 2022
The new claims experience will provide members with greater choice in how they lodge and track their claim. It will also enable submissions to be assessed sooner. From today, MLC MasterKey and Plum Super members insured by MLC Life Insurance will be ...

AvSuper, Commonwealth Super Corporation explore merger

JAMIE WILLIAMSON  |  WEDNESDAY, 4 MAY 2022
Six months on from commencing its Expressions of Interest (EOI) process, AvSuper has confirmed it will look to merge with Commonwealth Superannuation Corporation. The two funds have signed a Memorandum of Understanding to now conduct due diligence to ...

AIST adds to executive leadership

CHLOE WALKER  |  TUESDAY, 3 MAY 2022
The former regional head for AustralianSuper in the UK has joined the Australian Institute of Superannuation Trustees as general manager, memberships and partnerships. Trish Curry has been appointed to the role. Curry brings 25 years of superannuation ...

Macquarie responds to term deposit scam

CHLOE WALKER  |  THURSDAY, 28 APR 2022
Macquarie Group has issued an official warning to customers after someone posed as a staff member and swindled a widow out of $760,000. Macquarie Group has said it is aware of a scam using its name to solicit fake term deposit applications through a ...

Reframing disability: A world-changing opportunity

ANDREW MCKEAN  |  THURSDAY, 28 APR 2022
At the 2022 ASFA Conference yesterday, senior representatives of TAL and Rest emphasised the importance of supporting people with disability with a holistic claims experience. Explaining the common challenges customers experience, TAL chief claims officer ...

Regulators release crypto, cyber security roadmaps

CHLOE WALKER  |  THURSDAY, 21 APR 2022
The prudential regulator has set out in a letter its initial risk management expectation for individuals that engage in activities associated with crypto assets, as well as a policy roadmap for the future. In particular, APRA expects that all regulated ...

BT Panorama sees SMSF growth

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
BT has seen the SMSF funds under administration on its Panorama platform soar. According to its latest update, SMSF FUA on the platform sits at $26 billion as of March end. It's more than doubled year on year, having sat at $11.93 billion in March 2021. ...