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Showing 121 - 130 of 1136 results for %22Auto Invest%22

Government vows support for SMEs, self-funded retirees

JAMIE WILLIAMSON  |  THURSDAY, 24 MAR 2022
Small business owners and self-funded retirees will get a boost out of the upcoming Federal Budget, with the government pledging to lower uplift rates, digitalise trust income reporting and improving the pay-as-you-go (PAYG) system. Announced yesterday ...

Vanguard hit with US class action

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
... incurring any tax liability. Vanguard offered these target date funds to larger investors (with more than $100 million to invest), positioning the funds as institutional-grade. The investors in these large, institutional-grade target date funds could ...

AMP hands down tech mandate

KARREN VERGARA  |  THURSDAY, 10 MAR 2022
... solution. AMP Australia Wealth Management chief executive Scott Hartley said the partnership reflects AMP's commitment to invest in North's technology to support advisers and their clients. Rainmaker Information data shows that North ranks fourth ...

Bravura names APAC managing director

JAMIE WILLIAMSON  |  TUESDAY, 22 FEB 2022
The appointment of a managing director for Asia Pacific will strengthen Bravura Solutions' plans for growth in the region, the business says. Bravura has promoted client relations and APAC sales director Paul Dunn to the role as it looks to scale its ...

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
Risk advice technology solution LifeBid has added to its board of advisers. Financial adviser Katherine Hayes, who is co-founder of Hayes & Co Insurance Services and NSW and ACT director for the Association of Financial Advisers (AFA), has joined the ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... delivered an upgrade of the BT Panorama app, which has had rapid take up. "We also added new platform features including auto-generated reduced income tax credits (RITC) on advice fees for investment clients, enhancing the advice fee process for offline ...

New operations chief for advice tech start-up

CHLOE WALKER  |  FRIDAY, 4 FEB 2022
iFactFind has appointed Bill Taylor to the newly created position of chief operating officer. Taylor, who was previously business manager at Trapeze Group and led the Asia Pacific division of global event automation platform Certain, will spearhead ...

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
Colonial First State awarded a major technology mandate in a bid to revamp its wrap platform. Specialist investment platform provider FNZ won the task of transforming FirstWrap, replacing its underlying technology as CFS attempts to cement its lead ...

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
UBS is expanding its global wealth management offering, with a focus on affluent young people and multicultural investors. UBS has acquired Wealthfront, an automated wealth management platform serving millennial and Gen Z investors, for US$1.4 billion. ...

Smart default fund to boost retirement incomes

CHLOE WALKER  |  MONDAY, 10 JAN 2022
A former Commonwealth Superannuation Scheme and APRA executive has developed a 'smart default' fund which he claims could boost retirement balances by more than 35%. Douglas Bucknell, founder and chief executive of Tailored Superannuation Solutions ...