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Showing 971 - 980 of 2256 results for "Roll"

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
Three months after the super changes took effect, it's time for advisers to revisit the rules regarding death and disability benefits in conjunction with the transfer balance cap in estate planning strategies. According to IOOF head of technical services ...

UK regulator increases support for new starters

JAMIE WILLIAMSON  |  FRIDAY, 29 SEP 2017
... pre-application meetings, dedicated case officers and access to the new website portal. In the New Year the FCA plans to roll out expanded services, including more detail on entry criteria. Butler affirmed that the establishment of the hub is no way ...

Trump-flation returns

BENJAMIN ONG  |  FRIDAY, 29 SEP 2017
Love him or loathe him, Donald Trump remains the stuff of headlines going into and since he won the 8 November 2016 US presidential election. Reports abound about Trump versus Kim, Trump versus NATO, Trump versus the NFL, Trump versus Alec Baldwin and ...

ASX on track for blockchain announcement

KARREN VERGARA  |  TUESDAY, 26 SEP 2017
The ASX's potential rollout of blockchain or distributed ledger technology (DLT) is well on track, chief executive Dominic Stevens told the exchange's annual general meeting today. An official announcement to determine the suitability of DLT to replace ...

MetLife tracker enhances claims experience

KARREN VERGARA  |  MONDAY, 25 SEP 2017
MetLife Australia has enlisted an industry super fund to help launch a digital tracker aiming to add value to members' claims experience. The digital claims tracker updates customers on the progress of claims in real time via desktops, tablets and mobile ...

Technical Services Forum tackles super challenges

ALEX BURKE  |  FRIDAY, 15 SEP 2017
... a lump sum or as one or more pension payments that are in retirement phase. This excludes the potential, for example, to roll back death benefits from a spouse into accumulation. Commenting on reversionary transition to retirement changes, she noted ...

China slows to target

BENJAMIN ONG  |  FRIDAY, 15 SEP 2017
... the slowdown in economic activity is an affirmation of the success of the Politburo's endeavours (commands? or heads will roll) at decreasing excess capacity, reining in credit expansion and the push towards a cleaner environment, among others. To be ...

Netwealth and Zenith enter partnership

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Netwealth announced Zenith Investment Partners will manage its Elite Blend models on the Netwealth Super Accelerator and Wealth Accelerator services. Zenith joint managing partner David Wright said he has seen a "rapid rise of interest in managed account ...

AZ Sestante grows fund list

KARREN VERGARA  |  MONDAY, 11 SEP 2017
AZ Sestante is continuing to expand its Australian footprint with the launch of Sestante Global Macro Fund. The Global Macro Fund aims to outperform the cash rate before fees and keeps volatility less than 4%; it has a low correlation to the financial ...

BNP Paribas AM acquires fintech

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
BNP Paribas Asset Management is adding digital advisory services to enhance the digitalisation of its distributors, buying a majority stake in a Belgian fintech. Gambit Financial Solutions is now the preferred partner for all current and future robo-advisory ...