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Showing 1001 - 1010 of 1955 results for "Generation"

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... without the need for human involvement, Peker said older investors are a different ball game. Catering exclusively to Generation Y clients, Wealth Enhancers chief investment officer Finn Kelly doesn't necessarily agree. "From our experience, we have ...

OneVue to create digital community via acquisition

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... chief executive Vanessa Stoykov described the sale as an enormous stride forward in making pensions irrelevant for Generation X and beyond. "To reach more people, we needed scale and access to technology. OneVue provides both. More importantly, however ...

Alternative finance the option for millennials

DARREN SNYDER  |  MONDAY, 16 APR 2018
Financial advisers managing millennial money must plan for larger exposure to alternative finance options as the generation tops Australia's user list of online lending products. Speaking at the AltFi Australasia Summit in Sydney today, OnDeck chief ...

SMSF pool still ripe for financial advice: AMP

KANIKA SOOD  |  FRIDAY, 13 APR 2018
... SMSF trustees told AMP Capital they would entertain further financial advice, with retirement strategy (30%), income generation (28%) and investment selection (22%) topping the areas where trustees most sought advice. Fear of regulatory changes is among ...

CBA advice failures unacceptable: Comyn

DARREN SNYDER  |  FRIDAY, 13 APR 2018
... for no service conduct. These failures show that all too often the financial institutions prioritised revenue and fee generation over the delivery of advice and services paid for by their customers," he said.

Optimo adds SMSF modelling to platform

KARREN VERGARA  |  FRIDAY, 13 APR 2018
... have relied on cumbersome, multi-module programs and third-party paraplanning services. "The self-managed super fund generation is demanding a comprehensive strategy consistent with the evolving super rules," Bannister said. The new release, which is ...

Banking veteran retires

KARREN VERGARA  |  THURSDAY, 12 APR 2018
... not only on our relationships with our customers and key stakeholders, but also for the way he has mentored our next generation of leaders," he said. Elliott added: "Personally, I want to thank him for his efforts in helping reshape ANZ into the bank ...

Industry leaders join Prospa board

HARRISON WORLEY  |  MONDAY, 9 APR 2018
... today. His appointment to the Chairman role underpins our ambitious growth strategy as we continue to empower a new generation of small businesses with innovative finance solutions." Bertoli said. Ruddock has held various executive roles with Australian ...

New super fund joins forces with GBST

ALEX BURKE  |  THURSDAY, 5 APR 2018
... opportunity." Superestate has been willing to stretch the boundaries of "conventional thinking and foresee what the next generation of a competitive superannuation investment market will be. Working with GBST, Superestate has been able to draw on our ...

Government increases market manipulation penalties

JAMIE WILLIAMSON  |  THURSDAY, 29 MAR 2018
... compel submission to a significant financial benchmark where other calculation mechanisms have failed and the ongoing generation of the financial benchmark is threatened. Legitimate business activity that unintentionally moves a benchmark will not constitute ...