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Showing 371 - 380 of 381 results for "Download"

ING OneAnswer gets upgraded and fine-tuned

... website will include enhanced reporting facilities to view client asset allocations and investment details. Client data download facilities will also be available. These OneAnswer enhancements come just a few weeks after ING launched its redesigned insurance ...

Macquarie automates wrap downloads for planners

... that financial planners already using Coin or XPLAN will now receive automatic downloads, rather than having to manually download from Macquarie Wrap Solutions. Macquarie's Adviser Services' Head of Adviser Sales, Jason Huddy, says the downloads will ...

New investment risk tool for SMFSs launched

... PLAN4U Interchange is designed to ensure trustees demonstrate the level of rigor that is required. The software is free to download but will cost users $99 per annum for the required regular monthly updates. PLAN4U enables subscribers to publish a report ...

Government joins push for better super education

The Federal Government has released a booklet to help improve consumer understanding of superannuation in order to allow people to make more informed financial decisions regarding their retirement savings. The publication is called Super Choices has ...

Planning financial future made easier by Rainmaker's SelectAdviser

Rainmaker has launched a free online directory SelectAdviser aimed at helping consumers find financial planners. The website includes comprehensive information on the financial planning industry and will ensure consumers have the right information to ...

Oasis updates planner software

... managing direction Bruce Tustin. Financial planners will have access to day-to-day client functions with an option to download portfolio holdings data, ASX shares, margin lending and cash management trusts. There have been more than 1,600 users since ...

ASIC publishes policy paper on conflict of interest in financial services

The Australian Securities and Investments Commission (ASIC) on Monday published a new policy statement on how it expects financial services licensees to manage conflicts of interest. \"The CLERP 9 legislation imposes, for the first time, a direct and ...

IFSA issues new fact sheets to educate

Investment and Financial Services Association (IFSA) chief executive Richard Gilbert, today announced the distribution of two new fact sheets for investors as part of the Association's commitment to improving financial literacy. Gilbert said the two ...

Vodafone picks Nokia to build 3G in Australia, New Zealand

... Samsung handset, but Vodafone has said that other countries and handsets will follow. The benefits of 3G include faster download times and greater capacity and Vodafone says customers will be able to access more services, faster. Currently, only Hutchison ...

New research shows implemented consultants struggle to outperform specialist managers

... and diminishing government bond market hampers the ability of all active managers to add excess returns. Click here to download a full copy of the report.

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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Christian Mueller-Glissmann

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When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Digital assets and where they stand in 2026

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Rethinking default design in a changing market environment

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Brian Redican

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What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

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