Search Results | Showing 31 - 40 of 116 results for "Budgeting" |
| | ... Gomez-Bravo and Robert Spector will serve as the trust's lead managers and are responsible for asset allocation and risk budgeting in the portfolio. They will work with a group of sector-level portfolio managers who, in addition to providing insights ... |
| | | ... advice providers authorised to provide financial advice to consumers. Plenty Wealth was an online tool with a focus on budgeting, life insurance reviews, tax and investment and superannuation recommendations. Plenty Plus provided advice on the establishment ... |
| | | ... users to track multiple bank, mortgage, investment and superannuation accounts. The company said the online goal-based budgeting app aims to give users a compete view of their net worth and cash flow. IOOF head of advice systems and technology, Umesh ... |
| | | ... timeline where clients can identify their goals and source educational materials and access a wealth menu which includes a budgeting tool. A new streamlined navigation menu design sees the inclusion of wealth and goals, and clients will also now have ... |
| | | ... retirement so they can achieve and fund the life they want to live. This could be through managing cash flow and sensible budgeting, making sure they're obtaining relevant government support and how they can optimise funding aged care arrangements in ... |
| | | An Aussie fintech says budgeting and cashflow management are more important to young people than holistic financial advice. Citing findings from ING and Rice Warner's MyGeneration report released late last year, MoneySoft today said budgeting and cashflow ... |
| | | ... as Skylight Financial Solutions last year, providing advice on all topics, both inside and outside of super such as budgeting, wealth creation and estate planning. The partnership with Midwinter is a part of that rebrand, with BUSSQ selecting Midwinter ... |
| | | ... Adviser (Smart Tools) register profiles 36 financial management fintech solutions sold directly to consumers that provide budgeting, trading, investing and post-retirement services. This includes fintechs such as AtlasTrend, Aleda Capital, brightday ... |
| | | ... international judges across wealth management, regtech, insurtech, artificial intelligence, blockchain, and lending. Automated budgeting app PocketBook took home the wealth management gong, while emerging fintech leader of the year was awarded to AfterPay's ... |
| | | ... of families combine their income, and added that sharing household expenses via a joint account might lead to better budgeting. "Opening up a joint account is a great way for parents to share mutual financial goals and keep track of their household spending ... |
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