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Showing 41 - 50 of 101 results for "Personal finance"

Open banking regime to boost advice

DARREN SNYDER, KARREN VERGARA  |  MONDAY, 5 FEB 2018
... giving their passcodes as a means of stifling competition, the association said. Paul Chapman, chief executive of personal finance app Moneytree says there is always some risk when you hand over a bank password. However, most bank passwords can't move ...

Macquarie adopts open banking solution

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2018
Macquarie customers will be one of the first to test the new open banking regime with the help of a fintech. Retail finance solutions provider Zip Co, which operates under its zipPay and zipMoney brands, will allow Macquarie customers to add banking ...

School holidays require prudent financial planning: Survey

KARREN VERGARA  |  MONDAY, 15 JAN 2018
... summer budget, opt for low cost or discounted family activities, and keep a track of your spending using handy personal finance apps. "Given the influx of cash kids receive over the Christmas break, the summer holidays are also the ideal time to talk ...

Fund managers should have personal stake: Poll

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Fund managers should 'put their money where their mouth is' and have a personal stake in the funds they manage, Financial Standard's weekly poll results show. About 80% of respondents either agree or strongly believe this statement, indicating portfolio ...

Financial literacy the bridge for income protection gap

JAMIE WILLIAMSON  |  FRIDAY, 17 NOV 2017
Classroom-style financial education programs in the workplace and hands-on practice and counselling can play a significant role in closing the income protection gap. That is a key finding from a recent study by Zurich in partnership with the Smith School ...

Myprosperity partners with $6.2bn platform

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
Myprosperity has partnered with an ASX-listed investment and superannuation platform provider to give clients whole-of-wealth solutions. Clients can now access HUB24 assets via myprosperity. HUB24 director of strategic development Jason Entwistle said ...

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... such limitations and "do what hasn't been done before", which is provide digitised advice across all aspects of personal finance, says its founder David Pettit. The app, which aggregates different accounts to paint a holistic snapshot or a 'welfie' of ...

Not happy enough

BENJAMIN ONG  |  THURSDAY, 14 SEP 2017
Australian consumers are happier in September than last month. The Westpac-Melbourne Institute (WBC-MI) index of consumer sentiment jumped by 2.5% to a reading of 97.9 this month from 95.5 in August with nearly all the survey's sub-indices recording ...

Advice key to living the dream

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
... stress levels. Reflecting this, most of the measures Australians now attribute to 'living the dream' are linked to personal finance, with 54% believing it means having financial freedom and independence. A low bank balance was highlighted as the number ...

Optimo introduces robo platform

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... solution for advisers as it aims to make the provision of goals-based advice more seamless. The Optimo Pathfinder personal finance modelling system is now available to dealer groups, financial advisers and paraplanners, using an algorithm developed with ...