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Showing 91 - 100 of 174 results for "Intuit"

Zurich launches life insurance app

JAMIE WILLIAMSON  |  TUESDAY, 18 APR 2017
Financial advisers will have simplified, direct access to clients' life insurance information via a new app from Zurich. ZLife Mobile, equipped with push notification capability, provides advisers with up-to-date client information on the go and is ...

CFS knuckles down on managed accounts

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
Colonial First State is in the final stages of a major technology enhancement to its FirstWrap platform. Responding to feedback from financial advisers and their clients, CFS engaged global technology provider IRESS to launch a further suite of separately ...

Second Sydney airport lacking investment return

EMMA RAPAPORT  |  THURSDAY, 19 JAN 2017
Sydney Airport is unlikely to participate in building a second airport at 'Badgerys Creek' due to an extremely low return on investment in the early years, leaving questions over which infrastructure investors will commit to the project. A Standard ...

Equities on the nose in 2016

DARREN SNYDER  |  MONDAY, 19 DEC 2016
Investors moving in and out of equities-based managed funds are showing less confidence in the asset class as volatile markets continue alongside sustained political uncertainty. The Equity Preference Index, maintained by Colonial First State Global ...

Montgomery funds rated by Zenith

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
Montgomery Investment Management's global range of funds is now 'Recommended' by Zenith. The Montgomery Global Fund and the Montaka Global Access Fund received the rating following Zenith's 2016 International Shares Review. Zenith noted in its rating ...

BT Panorama to house Hunter Hall offerings

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2016
Hunter Hall's range of products has been added to BT Panorama. Founder and chief investment officer Peter Hall said the firm is delighted to be available via Panorama. "In these ever-changing technological times it's important to meet the demand of ...

Morningstar multi-asset funds recommended

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Morningstar Investment Management's suite of multi-asset real return funds have received a 'Recommended' rating from Zenith Investment Partners. The real return funds are objective based multi-asset offerings that invest across a wide range of asset ...

Scholarship launched to support female planners

KERRIE SYDEE  |  WEDNESDAY, 17 AUG 2016
Griffith Business School and SunSuper have partnered to introduce a scholarship to assist women in the financial planning industry. Scholarship recipients will receive $5,000 to put towards their studies and will also be offered either work experience ...

AB fund awarded recommended rating

KERRIE SYDEE  |  TUESDAY, 5 JUL 2016
Global asset manager AllianceBernstein's AB Managed Volatility Equities Fund has been awarded a 'Recommended' rating from Zenith. The fund mainly invests in shares listed on the ASX and is designed for equity investors seeking lower volatility, reduced ...

Dion Global targets IRESS market share with new platform

MARK SMITH  |  MONDAY, 6 JUN 2016
Captial markets fintech Dion Global is attempting to carve out a portion of IRESS's market share with the launch of a new retail trading platform, TCPro. The new system gives retail traders institutional-level capabilities they can't currently access ...