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The Fed's aware of building imbalances

BENJAMIN ONG  |  TUESDAY, 28 NOV 2017
... Fed is in the midst of reducing policy accommodation, it's doing so ever so gently and is forward guiding markets about its next move. There's also the promised reduction in company and personal income taxes. Wall Street rallied on hope that it would ...

The age of algorithmic advice

KARREN VERGARA  |  FRIDAY, 24 NOV 2017
... the type of employees Airbnb would hire because they are "energised by the unknowns" or ambiguity, Walsh said. He added the next generation advisory platforms will use algorithms and technology to understand clients better by taking social and real-time ...

SelfWealth lists on ASX

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2017
... frustrations with existing service offerings. "We're seeing a shift away from bank and broker owned platforms - in our view the next generation of investors want to work with independents, and ultimately hold control over their own portfolio. And that's ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... which salutes the highest performing student in the final unit of the CFP Certification Program, went to Michael Forer from Next Level Financial Services. Bronnie Abraham from Brisbane-based advice firm Dolphinwise was the semester one winner. Reuben ...

The price is not right

BENJAMIN ONG  |  THURSDAY, 23 NOV 2017
... 1.25%... but just 'just'. It could be because of market's thinking that the June rate hike, plus the expected one next month, is enough to slow things down... and that the next one after could be the straw that would break the back of inflation ...

PIMCO launches adviser education tool

ALEX BURKE  |  WEDNESDAY, 22 NOV 2017
... clients." "This education platform will further enhance our partnership with advisers and it will continue to evolve over the next year as we build on the educational tools and resources that we offer our clients," Stewart said.

New advice firm taps young professional market

EMMA RAPAPORT  |  TUESDAY, 21 NOV 2017
... Hare said. Brady says that the firm already has a number of clients on books and is gearing up for a formal launch early next year. The firm is licensed through non-aligned group The Wealth Network.

Industry funds adopt robo-advice

KARREN VERGARA  |  TUESDAY, 21 NOV 2017
... 75,000 members are the latest to embrace Decimal Software's robo-advice offering. Mercer superannuation administration and Next-Generation platform clients, GuildSuper and Child Care Super, will be able to access digital advice solutions via a partnership ...

Former J.P. Morgan chief joins Future Fund

KARREN VERGARA  |  TUESDAY, 21 NOV 2017
... Funds. As at September, the Future Fund held $134.5 billion in assets and is expected to grow upwards of $200 billion over the next decade. It has returned 7.7% since it was established in 2006. Costello said the Future Fund continues to meet its objective ...

Vision Super names new life insurer

KARREN VERGARA  |  TUESDAY, 21 NOV 2017
... Stephen Rowe said the super fund has kept premiums steady over the last three years and guaranteed rates are locked in for the next three years, meaning no premium increases for the vast bulk of its members. "But we haven't kept rates low by slashing ...