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Showing 321 - 330 of 583 results for "Directed"

Holistic wealth management solutions remain advice key: NAB

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
The delegator, the validator, and the self-directed - when it comes to managing personal wealth, research from NAB shows Australians continue to fall into one of three key investor personas. The delegator - knows the importance of managing their wealth ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
... accounts sits at $47.97 billion - up $8.79 billion since 31 December 2016. This was largely driven by the amount of money directed into MDAs increasing by $6.64 billion (39.71%) to now total $16.72 billion. For comparison, the funds in separately managed ...

Avoid the ETF trap: Bell Direct

EMMA RAPAPORT  |  FRIDAY, 11 AUG 2017
... strategies, leaving investors' poorly-diversified and their portfolio performance at risk. For every eight stocks a self-directed investor owns, at least one of these stocks are an ETF if not more. "For the ill-informed investor, unquestioned allocation ...

Magellan officially ramps up retail offering

ALEX BURKE  |  THURSDAY, 10 AUG 2017
... billion as at 30 June 2017), these figures demonstrate Douglass' stated strategy to "increase our penetration with self-directed investors." He said Magellan's marketing expenses will "increase materially" over the next financial year - to about $11 ...

Australian businesses lift borrowing

BENJAMIN ONG  |  TUESDAY, 1 AUG 2017
... fastest since January this year. But unlike in previous months where credit growth was punctuated by acceleration in credit directed to the housing sector, borrowing by businesses picked up sharply jumping one third from 3.1% to 4.4%. This is consistent ...

Vale John O'Connell

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... computer-generated financial advice, aiming to provide low-cost professional grade guidance, expertise and access to knowledge to self-directed and self-managed super fund (SMSF) investors. At its height, the platform offered more than 30,000 local and ...

Robo-advice not a priority for 2017-18: Spot poll

DARREN SNYDER  |  MONDAY, 29 MAY 2017
... respective markets; and a joint ASX and Deloitte Access Economics study found professional financial advice is outpacing self-directed. Meanwhile Bravura Solutions, said: "With the robo-advice market predicted to grow significantly over the next few ...

GROW Super opens for business

ALEX DUNNIN, STEPHEN FAY  |  TUESDAY, 23 MAY 2017
... growth assets. At least 85% of a member's account balance must be in these strategy options leaving up to 15% which can be directed into a choice of up to five Tactical Tilt options. These tactical options are Industrial Tech, Future Internet, Global ...

Professional financial advice outpacing self-directed

KARREN VERGARA  |  FRIDAY, 19 MAY 2017
An overwhelming number of retail investors are turning to financial advice rather than single-handedly making investment decisions on their own. About half (45%) of 4000 investors are using financial planners purely to help manage financial risks, while ...

Future of ANZ Wealth uncertain amid profit slide

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
... Elliott said this was being done to create a "much less hierarchical ANZ, one built around small, collaborative, self-directed teams focused on delivering continuous improvement in the customer experience."