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Showing 4241 - 4250 of 18263 results for "Plan"

Women receive worse advice: Study

KARREN VERGARA  |  THURSDAY, 10 SEP 2020
Financial advisers tend to give female clients poorer advice and recommend riskier assets compared to male clients, a new study shows. Women are significantly more likely to receive undiversified financial advice than men, researchers from the Hong ...

AZ NGA makes acquisition

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 SEP 2020
AZ NGA has acquired a wealth management firm in Melbourne as it signals plans to expand in Victoria. AZ NGA made a strategic investment in Matthews Steer Accountants and Advisors, a firm established in 1990 with six partners and 50 staff. "In Melbourne's ...

Ignition Advice announces fintech partnership

ANNABELLE DICKSON  |  WEDNESDAY, 9 SEP 2020
Robo-advice technology provider Ignition Advice has launched a global partnership with Avaloq to broaden its distribution and bring scale to its client base Through the partnership Ignition's digital advice solutions will be offered to 150 financial ...

Chief economist update: The second oil price discounting wave

BENJAMIN ONG  |  WEDNESDAY, 9 SEP 2020
Don't look now but it appears that it's not just COVID-19 seeing a second wave. Saudi Arabia is also taking a second bite on oil price discounting. Bloomberg reports that, Saudi Arabia's state producer, Saudi Aramco, has cut its key Arab ...

Aussie super funds climb ranks

JAMIE WILLIAMSON  |  TUESDAY, 8 SEP 2020
Total assets held by Australia's super funds rose almost 20% in 2019, with 16 now sitting within the top 300 pension funds worldwide, new analysis shows. In stark contrast to this year, Aussie super funds enjoyed an extremely positive 2019, according ...

Ardea IM announces research partnership

ALLY SELBY  |  TUESDAY, 8 SEP 2020
... our offering to clients and enhance our trade idea generation process," he said. "It is a key component of our strategic plan to prepare Ardea for a strong pipeline of long-term growth opportunities and ensure we maintain our highest standards of alpha ...

Adviser demands answers from Media Super

ELIZABETH MCARTHUR  |  TUESDAY, 8 SEP 2020
A financial adviser has publicly called on the chief executive of Media Super to explain why a total and permanent disability claim for a very vulnerable client has been indefinitely delayed. ClaimRight founder and Financial Planning Association of ...

Demand for advice rises

KARREN VERGARA  |  TUESDAY, 8 SEP 2020
The number of Australians seeking financial advice has doubled from five years ago, a new report finds. According to Investment Trends, 2.6 million non-advised Australians want the services of a financial planner over the next two years. This demand ...

Chief economist update: Is Dan still the man?

BENJAMIN ONG  |  TUESDAY, 8 SEP 2020
Victorian premier Dan Andrews is copping it left, right and centre - citizens, businesses, medical experts, politicians - after dangling and later extending (by another two weeks) the planned September 13 end of lockdown. Already, fresh modelling by ...

It's not a bird or a plane; it's a new trading platform

ALLY SELBY  |  MONDAY, 7 SEP 2020
A new trading platform has launched today, set to help Aussie investors trade over 2500 shares, LICS, REITs and ETFs with as little as a $100 investment and a flat $5 brokerage fee. Superhero, which its co-founder and chief executive John Winters says ...