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Showing 1151 - 1160 of 2386 results for "Finding"

Default options safeguard retirement savings: Research

JAMIE WILLIAMSON  |  WEDNESDAY, 11 APR 2018
A University of New South Wales research initiative believes default superannuation and retirement options could prove beneficial in combating poor financial decision-making brought about by cognitive decline. Fresh insights from the ARC Centre for ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... firm PlanFocus to develop goals-based customisations for XPLAN. The initial version will involve adjustments to the fact finding process and modifications to the wizard and template structure to better align advice strategies with client goals, PlanFocus ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... trust and confidence. Advice practices can consider outsourcing some functions such as the administrative tasks of fact-finding, providing quotes, form lodgements, and preparing annual reports and SOAs, he added. This extends to paraplanning, marketing ...

Executive pay structure still fuels risk-taking: APRA

KANIKA SOOD  |  WEDNESDAY, 4 APR 2018
Australia's largest financial institutions still remunerate senior executives in a way that encourages risk-taking and undermines long-term financial health - but RSE licensees may be doing a better job than their peers, APRA said today. The findings ...

Chief economist update: Synchronised global slowing?

BENJAMIN ONG  |  WEDNESDAY, 4 APR 2018
If the just-released results of the JP Morgan Global Manufacturing PMI survey are any indication, the synchronised global upswing that was the stuff of investor optimism in the latter part of last year is beginning to lose momentum. The survey shows..."the ...

How much do you need to feel financially free?

KANIKA SOOD  |  TUESDAY, 3 APR 2018
NAB has put a dollar figure on the magic number Australians think they need to "significantly improve their lives forever." The average Australian believes they need $828,000 - up 9% over last year - to turn around their life financially. However, the ...

Chief economist update: Caught in the crossfire

BENJAMIN ONG  |  TUESDAY, 3 APR 2018
... rate to 65.7% from 65.6% in January, indicating that discouraged workers are returning to the workforce optimistic of finding employment. The lead from the AiG performance indices indicate that although the pace of expansion in the manufacturing sector ...

Chief economist update: The survey says...

BENJAMIN ONG  |  THURSDAY, 29 MAR 2018
With China in the centre of US president Donald Trump's protectionist crosshairs, China needs the result of latest surveys on its economy like a hole in the head...or so it seems. In early March, China's purchasing managers' indices surveyed by both ...

Natixis unveils ESG global equities fund

KANIKA SOOD  |  WEDNESDAY, 28 MAR 2018
Natixis Investment Managers has launched a new global equities fund aimed at Australian institutional investors, in partnership with a $14 billion socially responsible investment affiliate. The new fund will assess companies on eight sustainable development ...

Royal Commission could lead to credit crunch: UBS

ALEX BURKE  |  WEDNESDAY, 28 MAR 2018
Recent UBS commentary suggests one plausible scenario where the knock-on effects of the Royal Commission could lead to a "credit crunch" scenario. In an update co-authored by analysts Jonathan Mott and Rachel Bentvelzen as well as economists George ...