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Showing 171 - 180 of 616 results for "Cater"

APRA funds can learn from SMSFs: Rice Warner

ELIZA BAVIN  |  FRIDAY, 10 JUL 2020
... funds have the edge over their APRA-regulated counterparts, according to insights from Rice Warner. Rice Warner said SMSFs cater well for retirees as their structures are more sensible and allow retirees to manage their finances properly. The company ...

ATO can make cost of advice cheaper: Asher

KANIKA SOOD  |  THURSDAY, 9 JUL 2020
... a desire to leave a bequest. People may attach different weights to these objectives but it is possible for trustees to cater with products for each these needs and provide advice based on general expectations. "Members and their beneficiaries are prejudiced ...

Few funds immune to ERS

ELIZABETH MCARTHUR  |  THURSDAY, 14 MAY 2020
Fears super funds with memberships concentrated in the industries hit hardest by the COVID-19 shutdown would feel the pain of early release more are proving largely unfounded, with funds of all kinds seeing withdrawals. While much speculation surrounded ...

Former Cbus advice head launches referral program

KANIKA SOOD  |  FRIDAY, 8 MAY 2020
... reporting and operational processes. FASI is accepting registrations of interest on their website. Harper said the program will cater to mass participation from both the supply and demand side of financial planning. FASI fpCentral is underpinned by thorough ...

Superannuation startup launches raise

KANIKA SOOD  |  WEDNESDAY, 6 MAY 2020
A superannuation startup is pushing ahead with a retail raise to be followed by an institutional one next month. GigSuper is aiming to raise $100,000 to $400,000 from retail investors, in a crowdfunded equity campaign launched yesterday. The fund is ...

Mortgage Choice Financial Planning rebrands

ELIZA BAVIN  |  TUESDAY, 5 MAY 2020
... the key to delivering engaging and cost-effective advice. "We continue to make a significant investment in technology to cater to the needs of our adviser network and their customers to make advice accessible and affordable," Thomas said. "Particularly ...

Powerwrap adds Chi-X offering

ALLY SELBY  |  TUESDAY, 21 APR 2020
Financial advisers and their clients using Powerwrap will now be able to access Chi-X investment products. All 30 Chi-X TraCRs products and Chi-X funds will now be available to Powerwrap customers. Chi-X's TraCRs allow Australian investors to access ...

Vanguard launches simplified investment platform

HARRISON WORLEY  |  WEDNESDAY, 1 APR 2020
Vanguard launched a new investment platform designed to simplify the investing experience and provide low-cost access to the firm's most popular products. The global funds management giant's new Vanguard Personal Investor offering will allow Australians ...

Chi-X continues TraCR roll out

HARRISON WORLEY  |  WEDNESDAY, 18 MAR 2020
Chi-X has released another tranche of US listed-blue chip company TraCRs to meet demand for local access to US mega cap stocks. Another 10 large US companies are available for Australians to gain exposure to, including Google parent company Alphabet ...

Praemium rolls out investment tools, options

HARRISON WORLEY  |  TUESDAY, 10 MAR 2020
... tailor client's portfolios to their specific ethics and values. While advisers could previously use the platform to cater to some ESG demands by placing holding exclusions, Praemium believes the single stock blocking approach is both time consuming ...