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Showing 101 - 110 of 212 results for "calculator"

Mercer appoints diversity leader

DARREN SNYDER  |  TUESDAY, 2 FEB 2016
... Beattie's close relationship with Mercer in recent years, working with the firm on initiatives such as the gender pay gap calculator. Leader of Mercer's talent business in the Pacific, Garry Adams, said Yolanda brings a wealth of knowledge of best-practice ...

Morningstar says retirees need balance

DARREN SNYDER  |  FRIDAY, 29 JAN 2016
... Australia, as opposed to somewhere such as the US. Morningstar's Australian wealth forecasting engine - a back-end calculator that applies entire portfolio perspectives to help financial planners provide a broader picture - is expected to announce its ...

Lonsec partners with robo advice provider

STAFF WRITER  |  THURSDAY, 27 AUG 2015
Lonsec Research has partnered with a firm that provides an automated investment service to build model portfolios for its clients. Ignition Wealth will in turn benefit from Lonsec's research in a service that will launch later this year. Lonsec Fiscal ...

Ignition Wealth appoints inaugural chairman

LAURA MILLAN  |  FRIDAY, 21 AUG 2015
Automated investing service Ignition Wealth has appointed a veteran investment banker as its inaugural chairman. Peter Meurer has more than 40 years' experience in financial markets and has been executive chairman of Asian investment bank Nomura Australia ...

SEC and FINRA issue robo warning

ALEX DUNNIN  |  TUESDAY, 12 MAY 2015
The US Securities and Exchanges Commission (SEC) has issued a warning to investors regarding what it calls 'automated investment tools,' a group of web-based tools that include robo-advisers. The warning, prepared by the SEC's Office of Investor Education ...

Affinia develops life insurance advice tool

ALEX BURKE  |  THURSDAY, 19 MAR 2015
... delivering "best interest"-compliant life insurance advice. Affinia's tool comprises a "needs analysis and cashflow calculator" and forms a part of the group's risk management solution. "Affinia has developed a risk management framework that defines ...

Financial System Inquiry recommendations wrap

STAFF WRITER  |  SUNDAY, 7 DEC 2014
The Financial System Inquiry (FSI) has made 44 recommendation to increase efficiency, resilience and fair treatment of the financial system. Read below the relevant recommendations for the superannuation, wealth management and funds management industries. ...

Two-fifths forced into retirement before financially ready

MARK SMITH  |  THURSDAY, 9 OCT 2014
The best laid retirement plans are often outdone by illness or redundancy with new research from Mercer showing that 40% of Australians are forced into retirement before they are financially ready. According to the report, retirees will outlast their ...

BT Super for Life launches video member statements

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
... the Association of Superannuation Funds of Australia (ASFA). It then directs members towards BT's retirement income calculator to check the figures and find out how they can improve their retirement income prospects. BT head of retail and corporate super ...

Tight regulation getting in the way of digital advice: Minter Ellison

LAURA MILLAN  |  MONDAY, 22 SEP 2014
Advisers are being prevented from using sophisticated online tools to provide tailored information to their clients due to tight regulation, and instead can only use simple tools, Minter Ellison said. "While [the Australian Securities and Investments ...