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| | | ... spending it. But once they engaged with their future self, it took a significantly lower amount to tempt them into wanting to save money," he said. These insights are being used by UBank to develop technology to assist customers in better managing their ... |
| | | | Permitting the entrance of further competition in the superannuation marketplace would reduce fees by $292 million per year across 14 million MySuper accounts. A report issued by Deloitte Access Economics (DAE) finds that the facilitation of choice ... |
| | | | ... instead used as a means to manage and shape the expectations of super fund members, Milliman said. "Australians will need to save more (or less) for retirement depending on where they live and, using current expenditure as a baseline, funds can develop ... |
| | | | ... and offering much more straight-through processing," Bernasconi said. Advisers who are moving away from platforms, they can save clients a lot of money in fees but still easily include managed funds within portfolios, she added. For the fund providers ... |
| | | | ... the existing online letter editing function, enabling users to add letterheads, footers, electronic signatures, print and save to PDF and send completed forms and letters to clients. Users can also now produce bulk files within the Workflow Manager feature ... |
| | | | ... CommSec in 2017. "Younger investors have embraced online share investing as a means to take control of their finances and save for their financial goals. However, it's important that new investors understand the risks and benefits of the share market ... |
| | | | ... superannuation system." The amendments ensure superannuation tax concessions are well targeted and affordable; allows people to save for retirement; and supports retirement incomes - not merely for tax minimisation or estate planning purposes, the Bill ... |
| | | | ... secure cloud storage. According to Centrepoint Alliance head of delivery and architecture Eoin McDonnell, the technology will save advisers the expense of travel while retaining the personal face-to-face communication important to building and maintaining ... |
| | | | Financial advisers in the United States are now required to act in the best interests of clients in a bid to prevent the US$17 billion lost by retirement savers each year. Last Friday, the US Department of Labor partially introduced the impartial conduct ... |
| | | | ... additional contributions as they're nearing retirement and are probably earning a higher salary with greater capacity to save as they're unlikely to have dependents, Murphy added. Sunsuper executive general manager, customer and technology Teifi Whatley ... |
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