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Showing 11 - 20 of 123 results for "DIY"

Willis Towers Watson names global investments lead

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2023
Willis Towers Watson will have a new global head of investments, effective July 1. Diya Luke has been appointed to the role, replacing Chris Ford who is set to retire this month. She has been with WTW for almost two decades, first as an investment consultant ...

'Kick down the road' mentality fuels retirement insecurity: Study

ANDREW MCKEAN  |  MONDAY, 22 MAY 2023
... tolerance. They provide behavioural coaching, asset allocation research and management and tax savvy planning - areas that DIY investors can often overlook and can add enormous value to wealth creation over time." "Quantifying this, our projections demonstrate ...

Another Diversa offering bites the dust

JAMIE WILLIAMSON  |  TUESDAY, 31 JAN 2023
Diversa is winding up DIY Master Plan, saying it is in the best interests of members, who will now be transferred to HUB24 Super. Established in 2007, DIY Master Plan is a solution for financial advice groups looking to offer their own superannuation ...

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... current super balance or retirement goal - they are invested the same way as everyone else. Likewise, for individuals who take a DIY approach and build their own portfolios, there are many inherent risks, like not having a sufficient understanding of ...

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
When it comes to financial planning, a growing number of high-net-worth (HNW) individuals are opting to DIY, according to new research collated by Investment Trends and sponsored by Praemium. The research, which involved polling 7500 investors, found ...

Padua launches new adviser tool

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
... also expects to add insurance and comparable risk insurance for retail and superannuation options in the future. Padua's DIY risk capability also includes a new needs analysis tool that instantly produces insurance needs based on the client's ...

Online meetings to dominate in 2022

KARREN VERGARA  |  WEDNESDAY, 2 FEB 2022
... in cryptocurrency from clients. Further, 33% see an increased interest in ESG investments from clients. "With the rise of DIY investing and clients' growing interest in branching out to new asset classes, financial literacy is of the utmost importance ...

Fin365 to launch hybrid advice platform

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... scaled advice, the company said. "Consumers who engage directly with the miPlan platform will be able to select from variety of DIY service levels. At the point they identify a need for full-service advice, they will be seamlessly transitioned to a financial ...

DIY investors embrace Meta Platforms

CHLOE WALKER  |  FRIDAY, 14 JAN 2022
With big new investments in data centers, servers, and network infrastructures, Meta Platforms' popularity with global DIY investors soared in the fourth quarter of 2021. Data from global investment platform eToro shows that Meta rocketed from 13th ...

Super funds failing three-day transfer requirement

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
Trading platform Stake - which has a DIY super offering - has called out some of the largest super funds, saying they are failing to roll over members to its SMSF offering in the required three days. Since October 1, APRA regulated super funds have ...