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Showing 401 - 410 of 734 results for "COIN"

Provisio launches free online trial for IFAs

ALICE URIBE  |  THURSDAY, 8 AUG 2013
... optimisation software for simple advice strategies, and its tools attracted the interest of Rubik Financial Limited, owner of COIN. Rubik acquired Provisio in April of this year.

Financial literacy in retirement a human rights issue: AHRC

JAMES FERNYHOUGH  |  WEDNESDAY, 31 JUL 2013
Financial literacy among retirees has become a human rights issue, with the release of a manual aimed at helping people prepare for retirement by the Australian Human Rights Commission (AHRC). The release coincided with a call from National Seniors ...

Super funds urged to rethink 70/30 structure

JAMES FERNYHOUGH  |  TUESDAY, 30 JUL 2013
The standard 70/30 balanced superannuation fund is failing to deliver satisfactory investment outcomes to members in retirement, according to State Street Global Advisors (SSgA). While returns on this sort of fund were almost 15% for the last financial ...

COIN mulls Revex acquisition

LAURA MILLAN  |  FRIDAY, 19 JUL 2013
... Technology provider Rubik Financial has entered into a non-binding term sheet with Revex Solutions that contains an option for COIN to acquire Revex and a four year exclusive reseller agreement with Revex. Both parties have agreed to negotiate on an ...

Limbo of uncertainty

BENJAMIN ONG  |  TUESDAY, 16 JUL 2013
Five days! These are the number of days that the Australian stock market had been on a roll. Over these past five days, the All ordinaries index has risen by not an inconsequential 3.5%, outperforming the S&P 500 index's 2.6% gain over the same period. ...

Financial planners opt for software homogeneity

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
... found that IRESS's platform XPLAN has increased its market share to 51%, up from 39% in 2012. XPLAN's nearest competitor, COIN, has 25% of the market, remaining steady since 2012. Below COIN was Midwinter, with a steady 7% market share. The figures ...

Rubik launches COIN app

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
... Rubik Financial has launched an iPad application that allows financial planners to access clients' portfolios directly from COIN software. Advisers can also update the personal details of existing clients, create new client groups and view and create ...

Super investors scrutinise companies over LDC working conditions

JAMES FERNYHOUGH  |  TUESDAY, 25 JUN 2013
ASX-listed companies are being asked to confront poor working conditions in 'least developed countries' (LDCs), with the release of a paper by the Australian Council of Superannuation Investors (ACSI) entitled 'Labour and Human Rights Risks in Supply-Chain ...

Wall Street to stage cyberattack wargame drill

ALEX DUNNIN  |  THURSDAY, 20 JUN 2013
Wealth management groups in the US are so concerned about cyber attacks they are staging an all out system wide drill to test their preparedness and countermeasures. The drill, code named Quantum Dawn 2, is set down for 28 June and is being co-ordinated ...

Challenger stages lifetime annuities comeback

MARK SMITH  |  WEDNESDAY, 19 JUN 2013
Lifetime annuities could be staging a dramatic comeback with Challenger targeting sales of $240 million in the 2013 financial year. According to figures from Plan For Life, the industry has not seen demand of that size since 2004, when the top six companies ...