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Showing 691 - 700 of 1207 results for "Switch"

CBA integrates online business banking with MySuper

JAMES FERNYHOUGH  |  WEDNESDAY, 16 APR 2014
... field, at least from a regulatory point of view, for retail and industry funds. While established employers are unlikely to switch their default super fund, new employers will be up for grabs. Both BT and CFS have said it is this group that they will ...

What is the future of transition management?

JAMES FERNYHOUGH  |  WEDNESDAY, 16 APR 2014
The recent departure of J.P. Morgan from the transition management space - following the departure of Credit Suisse, BNY Mellon and Convergex - has brought the future of this under-the-radar industry into question. The departure of these four players ...

Advisers at risk of losing three in 10 clients

MARK SMITH  |  MONDAY, 14 APR 2014
... by identifying and keeping those clients who are in danger of leaving and secondly, by acquiring new clients looking to switch. The length of the existing relationship had little impact on a clients' decision to leave. One in five (21.4%) At Risk clients ...

GESB switches consultants from Mercer to JANA

JAMES FERNYHOUGH  |  MONDAY, 17 MAR 2014
... JANA. A spokesperson for the $17 billion, 354,000 member fund, which caters to employees of the state government, said the switch did not represent a shift in investment strategy. She added that Mercer would continue to provide actuarial advice to the ...

Market Wrap

AAP  |  FRIDAY, 28 FEB 2014
... Ms Saly said investors had been expecting a little more from Woolworth's headline numbers. "So, we are seeing a bit of a switch out of Woolworths into Wesfarmers," she said. "But, we have to remember the exact same thing happened when Wesfarmers reported ...

AIA pays advisers to move to hybrid commission

LAURA MILLAN  |  THURSDAY, 27 FEB 2014
AIA Australia will pay advisers who move to a hybrid commission model, despite the Australian Securities and Investments Commission (ASIC) concerns on inappropriate insurance switching. The insurer said that a hybrid structure could increase the value ...

EISS switches custodians

JAMES FERNYHOUGH  |  THURSDAY, 20 FEB 2014
Energy Industries Superannuation Scheme (EISS) has appointed Northern Trust as its custodian, replacing JP Morgan. The appointment comes after what EISS chief executive Alexander Hutchison called "search and due diligence across the major custodians ...

Planners shy away from margin lending advice

LAURA MILLAN  |  TUESDAY, 28 JAN 2014
... would encourage advisers to keep recommending margin lending. Lower interest rates keep being the reason why planners would switch lenders, with 37% saying they would change their main margin lender for lower rates and, on average, they are looking for ...

Retail super members more likely to switch funds

JAMES FERNYHOUGH  |  TUESDAY, 14 JAN 2014
Retail superannuation fund members are more likely to switch funds than their industry and SMSF counterparts, with investment performance being the main concern cited, according to a report by Roy Morgan Research. The report, entitled 'Superannuation ...

Advisers risk losing clients, fail to target new ones

LAURA MILLAN  |  TUESDAY, 10 DEC 2013
... Risk clients have been using their current adviser for the past ten years. Bonded respondents said that they would not switch advisers if they were offered the same service for less money. In contrast, one quarter of those At Risk would move straight ...