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Showing 381 - 390 of 576 results for "Directed"

ETFs just 5pct of all indexing

MARK SMITH  |  TUESDAY, 20 OCT 2015
... while investment marketers should work closely with the ETF sector, particularly as it grows its presence among self directed investors using self managed super funds, managed accounts and direct placements, they should not lose sight that indexing is ...

AMP trials tech-based advice solution

MARK SMITH  |  MONDAY, 12 OCT 2015
... costs $9,000 with on-going annual costs of $4,500. The pilot scheme, which has been in place since January, comes as self-directed tools and so-called robo advice models are gathering momentum. While AMP insisted it was still in the test and learn phase ...

Endeavour joins new OneVue platform

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
... Endeavour, which is owned by the Linchpin Capital Group, will use the platform to support its superannuation fund and investor directed portfolio services. "OneVue is pleased to be able to assist this fast growing group to provide a fit for purpose solution ...

OneVue launches new advice platform

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... the platform as designed to be heavily customised to individual client preferences, to the extent of facilitating self-directed investors who may wish to "drop in and out" of financial advice. To an extent, the platform was influenced by OneVue's partnership ...

FEATURE - Retirement income: Finding the right path

DARREN SNYDER  |  TUESDAY, 15 SEP 2015
... advisers in a variety of ways, underscoring the need for flexible and scalable advice models that cater to both self-directed decision makers and more traditional, holistic advice clients. A separate report released in August, and commissioned by National ...

MySuper impacts AMP investment revenue

DARREN SNYDER  |  FRIDAY, 21 AUG 2015
... ongoing MySuper transitions" among other factors. During that period, more than $3.5 billion of new contributions have been directed into MySuper offers. It is up from more than $2 billion in the first half of 2014. "The extent of the compression may ...

H&R Block launches SMSF set-up service

STAFF WRITER  |  THURSDAY, 20 AUG 2015
H&R Block, Australia's largest firm of tax accountants, has established a service for self-directed investors to set-up and manage their own funds. H&R Block SMSF Solutions helps ordinary Australians through the whole SMSF process from set-up to tax ...

La Trobe appoints distribution manager

ALEX BURKE  |  FRIDAY, 14 AUG 2015
... management division. Based in Melbourne, Bonnie Hill joins La Trobe from Direct Super Solutions, which she owned and directed. She has also held a business development role at Russell Investments. Commenting on Hill's appointment, La Trobe chief investment ...

Capital raising not total solution: CIFR

DARREN SNYDER  |  THURSDAY, 13 AUG 2015
... structures for managers should be reformed as well as the structure of company law. The study also recommends more effort be directed to the creation and implementation of resolution regimes that offer a credible prospect of "bailing-in" creditors in ...

Shares increasingly popular for Gen Y

DARREN SNYDER  |  TUESDAY, 28 JUL 2015
... looking back over the past 20 years. It demonstrates how younger people have embraced technology and become more self-directed in their approach to financial decision-making." This shift has also translated into a growing usage of mobile devices for ...