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Showing 861 - 870 of 2256 results for "Roll"

SuperStream changes consultation opens

HARRISON WORLEY  |  THURSDAY, 19 JUL 2018
... Government is supporting Australians who choose to manage their own superannuation through an SMSF by making it easier for them to roll their existing superannuation funds into an SMSF," O'Dwyer said. According to the Government, the change will reduce ...

UBS chief investment strategist leaves

KANIKA SOOD  |  FRIDAY, 13 JUL 2018
UBS chief investment strategist for equities has left after more than a decade in the job, the investment bank confirmed. David Cassidy left the role at the end of the financial year. He joined UBS in 2004, and the firm is expected to begin a search ...

Government cuts SMSF red tape

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
The move by the Turnbull Government to release a discussion paper to change the annual audit cycle for some self-managed superannuation funds to three years has been welcomed by the SMSF Association. Minister for Revenue and Financial Services Kelly ...

AI and avatars set to alter wealth management

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
The latest innovation in banking and wealth management involves a New Zealand artificial intelligence firm, one of UBS' regional chief investment officers and IBM. UBS has partnered with New Zealand AI company FaceMe to produce a digital version ...

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
Financial planning software provider AstuteWheel launched its latest tool which slashes the risk advice process to one hour. Astute Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial ...

Global regulation hub launched for asset managers

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
A European law firm is rolling out a new service for asset managers, providing up-to-date legal and regulatory requirements for distributing funds across jurisdictions. Tech-driven, financial services law firm Zeidler Legal Services has launched the ...

New model boosts adviser engagement: MLC

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
... they engage with their customers and give them a more individualised experience." Vision Super recently announced it will roll out MLC Life's group insurance digital portal, LifeView, to its 100,000 members. MLC Life chief customer officer Suzanne ...

Software provider wins European asset management mandate

HARRISON WORLEY  |  MONDAY, 25 JUN 2018
A European asset management giant has signed a long-term contract with an ASX-listed wealth management and funds administration software provider. Legal and General Unit Trust Mangers (UTM), has signed a long-term contract with Bravura Solutions, with ...

TAL to boost adviser underwriting knowledge

HARRISON WORLEY  |  MONDAY, 25 JUN 2018
A new underwriting education initiative from TAL will help advisers and clients better understand the underwriting process. TAL launched the education initiative to increase transparency in the underwriting process, and said the initiative would provide ...

MyFiduciary partners for compliance

JAMIE WILLIAMSON  |  THURSDAY, 21 JUN 2018
MyFiduciary is partnering with a fintech to roll out a digital monitoring and compliance tool. Entering a strategic partnership with JHC Systems, MyFiduciary is equipping firms with JHC Neon; a digital risk, monitoring and analytics dashboard. JHC said ...