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Showing 491 - 500 of 6227 results for "Money"

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 ...

Lack of talent challenging DDO compliance

JAMIE WILLIAMSON  |  MONDAY, 23 SEP 2024
... often a disconnect between what businesses need, what risk leaders want on their teams, and what they can get for their money. "They want doers, but the reality is a lot of these product and risk and compliance skills do not exist in combination, particularly ...

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... travelling is a priority in their later years. They also intend to live off their retirement savings (39%), not worry about money (36%) and be debt free 33%. "Over the last 12 months, we've invested in a significant amount of research with our internal ...

RBA doubling down on wholesale CBDC

MATTHEW WAI  |  THURSDAY, 19 SEP 2024
... project is now underway for wholesale CBDC. In a thorough report, Central Bank Digital Currency and the Future of Digital Money in Australia, states that the launch of a wholesale CBDC is viable due to the placement of similar system that already exists ...

Megatrends impacting portfolio construction: Mercer

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... opportunities." Another major trend, which Jacques said has been playing out for several years already was the movement of money out of public markets and into private ones. "These assets are likely to continue to grow because of that structural shift ...

Payday Super penalties ramped up ahead of legislation

JAMIE WILLIAMSON  |  WEDNESDAY, 18 SEP 2024
... they can afford to retire in dignity. More regular employer super payments will give workers greater oversight over their money, reduce super theft, and deliver higher compound interest returns for workers." "Many responsible employers already pay super ...