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Showing 1 - 10 of 173 results for %22Money Smart%22

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... with human advice. "But do I see a day where the banks will use a digital service to help customers be smarter with their money," he said. Juniper's start-up helps advisers deliver efficiency and personalisation in their work. It connects advisers' tech ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... firm is undoubtedly leading the charge in the industry and saving businesses and the people in them significant time and money," Paule said.

Gen Zs now 'loud budgeting': Research

CHLOE WALKER  |  MONDAY, 22 JAN 2024
... New NAB Economics consumer sentiment data has revealed more than half (56%) of Gen Z and younger Australians are using the money they're saving from cutting back on non-essentials to stash into their savings accounts instead. The data, based on a ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... not about achieving investment outcomes, it's about achieving lifestyle outcomes." To some extent, the report suggested money motivations of HNW clients mirror those of many other investors - saving for retirement, the desire to make a social impact ...

Pepper Money launches SMSF loan offering

CASSANDRA BALDINI  |  MONDAY, 23 OCT 2023
Pepper Money has introduced a new offering, providing loans to self-managed superannuation funds (SMSFs) to purchase or refinance residential and commercial properties. With lending options up to $3 million, the 'super smart' loans are designed for ...

Smart beta 'taking over' active management share: VanEck

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
... feasibly continue, with 99% of advisers satisfied with their smart beta investments, and 83% seeing it as good value for money. "The popularity of smart beta in Australia is part of a broader global trend, with professional investor take up of smart ...

Leigh Watson caps four decades in industry

ELIZABETH FRY  |  FRIDAY, 14 JUL 2023
... industry, Watson said a focus on customer and member outcomes is paramount but needs to be provided so that life companies make money over the medium/long term to reinvest in their business. "There are opportunities for the industry to become more efficient ...

Macquarie shifts toward AI-first banking

CASSANDRA BALDINI  |  WEDNESDAY, 21 JUN 2023
... intelligence and machine learning capabilities, we can create new and innovative ways to help their customers manage their money, and invest for the future," he said.

OnePath fined over MySuper bungle

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2023
... contributions were not directed to a MySuper product despite no directive having been given by the member as to where the money should be invested. This occurred from mid-2022 onwards, the regulator said. Under the SIS Act, trustees must direct contributions ...

Super funds have the power to make change: Advocates

CASSANDRA BALDINI  |  WEDNESDAY, 22 MAR 2023
... housing is one way to help achieve a decent retirement standard for more Australians. "Your members need to be able to have money in their pocket, but also to only spend a reasonable proportion of it on their housing costs, so investing in housing would ...
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