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Showing 391 - 400 of 583 results for "Directed"

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 ...

HUB24 doubled FUA in 2014

LAURA MILLAN  |  WEDNESDAY, 8 JUL 2015
... introduced to the platform over the past 18 months, including Paragem. The platform also completed the transfer of a self-directed investor book of $28 million in FUA in July. HUB24 recently signed an agreement with a large independent licensee and will ...

SMSFs to access Berkshire Hathaway from Australia

LAURA MILLAN  |  TUESDAY, 7 JUL 2015
... Hathaway," MDS executive director Marcel Collignon said. "We are finding that there is strong demand from both SMSF and self-directed investors for products such as this." Sequoia Specialist Investments has offered a number of other structured products ...

Why SMSFs are attractive to Gen X and Gen Y

DARREN SNYDER  |  FRIDAY, 3 JUL 2015
... environment. "We can debate about why people join a self-managed superannuation fund, and why people want to be self-directed. It is a big conundrum. They want to do it themselves but they want someone else to do it for them, which is what the industry ...