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Showing 281 - 290 of 435 results for "Automated"

MLC offers insurance rollover to external funds

ALEX BURKE  |  MONDAY, 2 NOV 2015
... multiple benefits to super funds, including a 15% upfront tax credit, 7% annual premium discount, enduring authority, automated annual premium payments and an "up to 20%" discount on income protection premiums. The function is available for MLC Insurance ...

Retirement incomes become industry focus

DARREN SNYDER  |  THURSDAY, 22 OCT 2015
... retirement (CIPRs). In her paper, 'Financial issues in retirement', Ralston addresses the importance of fintech and automated advice and the ability to develop low cost portfolio strategies. She said these "are areas which are gaining momentum in a short ...

Australian Catholic Super launches retirement income product

STAFF WRITER  |  THURSDAY, 8 OCT 2015
... Superannuation and Retirement Fund has launched RetireSmart, a new account-based pension product. RetireSmart is an automated retirement income solution based on the "bucket" strategy used by financial planners. Australian Catholic Superannuation chief ...

Equipsuper invests in fintech, robo-advice firm

LAURA MILLAN  |  MONDAY, 28 SEP 2015
... fund's digital advice and investment platform. Clover is a Melbourne-based financial technology company that offers an automated investment service. The platform adopts a goals-based approach to advice provision and portfolio construction, using its ...

ASIC's robo-advice taskforce to monitor AFSLs

STAFF WRITER  |  MONDAY, 28 SEP 2015
... identifies consumers for whom this type of advice is not in their best interests, and who should not be provided with automated advice. ASIC added that start-up businesses that only wish to provide general advice need to ensure that their service or ...

Robots can't read your dreams, advice firm warns

LAURA MILLAN  |  WEDNESDAY, 23 SEP 2015
... expensive service and allows banks to cross-sell wealth products to their banking customers. "The push towards more automated services is a huge wake up call for the industry," she said. "People planning for retirement need to consider whether they are ...

BTFG adds managed funds to platform

LAURA MILLAN  |  WEDNESDAY, 9 SEP 2015
... Wrap platform from 2012. Statements for reconciliations, end of tax year, and distribution statements have also been automated across the business.

Zurich launches planner client survey tool

ALEX BURKE  |  TUESDAY, 8 SEP 2015
... across multiple areas, including insurance, estate planning, superannuation and investments. "For advisers, having an automated or 'robo' tool like the Wealth Index to equip them with information such as the type of cover, level of debt, and knowledge ...

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 ...

Fintech start-ups painted as future heroes

DARREN SNYDER  |  WEDNESDAY, 26 AUG 2015
... wider goal is to create and share Vues or use and rank portfolios constructed by others in the community. Fincast - Automated investment technology that forecasts market outcomes, empowering clients to dynamically manage their investment portfolios and ...