Search Results | Showing 21 - 30 of 174 results for "Intuit" |
| | | Expand, Insignia Financial's wrap platform, has added 11 new separately managed accounts (SMA) from Betashares and Drummond Capital Partners to its investment menu. The announcement coincides with the platform hitting $10 billion in funds under management ... |
| | | | Hostplus has launched a digital tool that delivers personalised financial education and advice to its members, called SuperSmart. The $115 billion industry fund, which has nearly two million members, partnered with large licensee Industry Fund Services ... |
| | | | The $86 billion industry super fund has added two general managers to its leadership, one to look after strategy and the other to oversee data and insights. Rest said the appointments were made with its strategy to simplify the super experience in mind. ... |
| | | | The $85 billion fund has unveiled a new look in a bid to make the superannuation experience simple for its two million members. Rest's logo has been updated with a different typography, exclusively in the colour green. Rest chief member officer ... |
| | | | The Australian Securities and Investment Commission (ASIC) is piloting a new digital portal for licensing which includes the ability to apply for, maintain and vary Australian financial services licences (AFSL). The new AFSL portal was launched on August ... |
| | | | BlackRock, DNR Capital, Elston, Lonsec and Zenith have been added to the Expand Extra menu, doubling the wrap platform's separately managed account (SMA) offerings. The additional investment managers complement the current fleet of MLC Asset Management ... |
| | | | Insignia Financial saw funds under management increase by $11.7 billion (up 3.9%) to $312.3 billion as at March 31, and has completed the migration of MLC Wrap to Expand. Total net outflows for the quarter were $1.7 billion, largely reflecting the transitory ... |
| | | | Advisers using intelliflo now have access to cashflow modelling tools for SMSF clients. A new update to its intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who ... |
| | | | Daniel Kahneman, the Nobel Prize-winning economist and author, has died aged 90. Kahneman was an Israeli American psychologist whose research into human behaviour upended economics. Kahneman's research demonstrated humans would often abandon logic and ... |
| | | | GBST has enhanced its WealthConnect platform, introducing the capability to model interactive superannuation, pension, and self-managed super fund (SMSF) strategies. In May 2023, GBST acquired WealthConnect from Creativemass, a financial software provider ... |
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