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| | | ... allow clients to analyse portfolio performance, access charts and market depth, create alerts, set up watch lists, and download reports and contract notes. Click-refresh data is free on the platform but customers will have to pay to upgrade to streaming ... |
| | | | Zurich has launched a new on demand, self-serve portal for life insurance, superannuation and investment clients. The My Zurich portal will offer a new level of engagement for clients, which Zurich said will drive greater adviser efficiency and streamline ... |
| | | | Two major Australian institutional investors are among the world's most responsible asset allocators, according to a new report. AustralianSuper and Victoria Funds Management Corporation were recognised for their commitment to responsible long-term ... |
| | | | ... global financial markets. This fortnight's edition delves into foreign investors' appetite for Aussie equities. Download it for free on the iPad app. |
| | | | After reforms paved the way for more Australians to top up their superannuation, financial adviser queries around deductible personal super contributions have increased. According to BT Financial Advice's (BTFA) technical team, the top query from financial ... |
| | | | Female-focused superannuation startup Human Super confirmed its launch plans are on hold as well as the departure of its chief executive after eight months in the role. Human Super interim chair Jeremy Levy told Financial Standard the venture is still ... |
| | | | About 60% of financial advice practices are yet to integrate social media into client engagement strategies despite the majority of Australians using some form of social media every day. Latest research from Netwealth shows 40% of advice practices use ... |
| | | | Acorns Investment Company is considering listing on the ASX. Soon to be the head company of the Acorns Australia/Instreet Investment Limited group, Acorns Investment Company is contemplating a public offer of fully paid ordinary shares and listing on ... |
| | | | ... collected on 5-22 February - before Trump's announced, and later implemented, tariff increases on steel and aluminium. Download The Good Economics Guide: Making sense of key economic data Depending on one's proclivity, the latest quarterly China Beige ... |
| | | | ... performance, will contribute to greater practice efficiency. The new reporting tool allows advisers to generate, customise, and download reports more efficiently with improved browser and device compatibility, including new screens and reports. AMP's ... |
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