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Showing 401 - 410 of 6142 results for "Money"

Shifting retirement intentions require super rule change: ASFA

MATTHEW WAI  |  TUESDAY, 22 OCT 2024
... on their super, and top up the same account," she said. "Being forced to have two or more accounts - one account to take money from and one to put money into - doesn't make sense with our modern, fluid approaches to retirement." Almost 40% of those between ...

Australian equities rise, but global markets preferred: Morningstar

ANDREW MCKEAN  |  MONDAY, 21 OCT 2024
... provides ample liquidity to take advantage of investment opportunities as they arise. "That said, we see opportunities to keep money at work." The research house said the higher interest-rate sensitivity in Australian bonds compared with cash implied ...

ASIC makes key appointments to executive team

ELIZA BAVIN  |  THURSDAY, 17 OCT 2024
... ASIC from the Australian Transaction Reports and Analysis Centre (AUSTRAC), Australia's financial intelligence and anti-money laundering and counter-terrorism financing regulator. He will commence in November. Soros currently holds the position of deputy ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... buy and sell trades as well as lower brokerage, through volume-based share trades, allowing clients to get more from their money." McCarthy said the platform will continuously look for growth through different lenses. "Our continued commitment to the ...

Managed account FUM passes $200bn

MATTHEW WAI  |  WEDNESDAY, 9 OCT 2024
The amount of money held in managed accounts surpassed $205 billion in the first half of the year. According to the FUM Census of Managed Accounts, compiled by the Institute of Managed Account Professionals (IMAP) and Milliman, in the six months to ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
... flagging there is more "room for growth to come." The acquisitions of Adelaide-based Flexible Lifestyle Solutions and Serious Money have expanded Pride Advice's team from four to 11 advisers and to 30 supporting staff. Pride Advice chief executive ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
... estimates that the intergenerational wealth transfer is around $4.9 trillion. This excludes $3.7 trillion of superannuation and money in savings accounts that aren't easily quantifiable. Yodal chief executive Brandon Thompson said traditionally ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... services available for their members through multiple digital channels." Moneysoft's client book includes financial advisers, money coaches, mortgage brokers, and retirement funds. "Moneysoft services financial advisors and funds through existing SaaS ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... portal with automatic form generation. Digital account management, allowing advisers to use regulatory data such as Anti-Money Laundering (AML), Common Reporting Standard (CRS-FATCA), Client Classification, and Fee Consent to ensure compliance. The "next-generation ...

Retirement calculators 'can't be counted on': SCA

ANDREW MCKEAN  |  MONDAY, 30 SEP 2024
While most superannuation funds opine that retirement calculators are key to helping members, research from Super Consumers Australia (SCA) has found they often fail to produce reasonable results. The consumer advocate reviewed the country's largest ...