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Showing 821 - 830 of 3933 results for "USI"

Super ASX dominance trends down: Research

JAMIE WILLIAMSON  |  TUESDAY, 10 AUG 2021
Despite being among the prime targets of the government's recently launched inquiry into common ownership, new analysis from Rainmaker Information finds the share of the ASX held by superannuation funds is actually falling. In 2019, Rainmaker predicted ...

Sunsuper, Iress launch adviser data feed

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
Sunsuper and Iress have launched a solution that enables financial advisers to efficiently access clients' superannuation data. Advisers can now access super information in their clients' portfolios when using Iress' advice software Xplan. ...

Conditional release for former Hillross adviser

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
A former financial adviser has received a conditional release without conviction for a period of two years after pleading guilty to false document charges. Wael Kourieh, who was an authorised representative of Hillross between 2010 and 2016, pleaded ...

First Sentier launches infrastructure fund

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
First Sentier Investors launched a responsible listed infrastructure fund for wholesale and institutional investors, focused on companies that are contributing to or benefiting from sustainable development. The Responsible Listed Infrastructure Fund ...

Vanguard incentivises staff to get the jab

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
Vanguard is offering its US staff US$1000 ($1300) to get vaccinated against COVID-19. A spokesperson said the fund manager has no plans to roll out the incentive for its Australian workers as yet. "While Vanguard strongly encourages staff to get a COVID-19 ...

Netwealth integrates with fintech

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
Newly launched financial advice software ProductRex has partnered with Netwealth. Advisers using the app are able to import data from Netwealth's platform into their ProductRex account. ProductRex managing director Nick Topham said the partnership ...

Westpac tops fee-for-no-service misconduct

KARREN VERGARA  |  THURSDAY, 5 AUG 2021
Westpac tops the charts for fee-for-no-service misconduct at $578.4 million, according to the corporate regulator. More than 71,400 Westpac customers have been affected by its failings to provide ongoing financial advice services that was promised. ...

Investment Trends adds to team

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
The research house has hired an associate director, focused on the direct wealth space. Kurt Mayell joined Investment Trends on August 2. Mayell will lead a team of analysts focused on providing actionable market insights, competitive intelligence ...

Financial Masterplan advisers banned

ANNABELLE DICKSON  |  TUESDAY, 3 AUG 2021
ASIC banned two Gold Coast-based financial advisers for five years after they were found to have placed clients in inappropriate superannuation and insurance products. The corporate regulator believes Trent Allan and Fabrizio Urrutia were not adequately ...

Ethical super could halve carbon footprint

ANNABELLE DICKSON  |  MONDAY, 2 AUG 2021
Australians could halve household emissions across the country if their superannuation was invested in an ethical option, new calculations show. Australian Ethical found that every person in Australia changing to an ethical fund was equivalent to a ...