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Showing 6951 - 6960 of 18271 results for "Plan"

Locked in

BENJAMIN ONG  |  MONDAY, 5 DEC 2016
... Prime Minister Matteo Renzi. That is, he is going to step down following the "no camp's" victory on the referendum over his plan to reform the constitution. The euro has fallen by around 1.0% against the US dollar following the news and futures market ...

Robo is the adviser's new best friend

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
Robo-advice has the ability to grow client bases and firm profitability if advisers are prepared to evolve and reflect a new generation of clients. The combination of lower fees, greater transparency and a simplified user experience has driven the growth ...

Economic Wrap

BENJAMIN ONG  |  FRIDAY, 2 DEC 2016
Australia capex The Australian Bureau of Statistics' (ABS) report on business investment shows actual private new capital expenditure drop by 4.0% in the September quarter. While worse than market expectations for a 2.5% fall, the third quarter figure ...

Class integrates with fintech

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
Class has partnered with a leading automated investment adviser and fund manager. The software provider's Class Portfolio - its investment accounting and reporting solution for non-SMSF portfolios - has integrated with Stockspot to provide a tax reporting ...

Advice experiences can help educate non-advised

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
As more than 80% of financial planning clients report high levels of trust and satisfaction with their financial advisers, the industry has an opportunity to share these experiences and help educate Australians. A new university study led by researchers ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
Financial advisers must be encouraged by keen online investors seeking more robo-advice opportunities and new automated investment solutions. This is a key finding in the inaugural Investment Trends Robo-advice Report released this week. The report ...

Bridges partners for financial education

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... the Certificate One qualification and three months after completing the program 79% of participants reported used a savings plan more often. The Smith Family chief executive Dr Lisa O'Brien said: Supporting disadvantaged students to make informed financial ...

New GM for Meritum

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
NAB-aligned Meritum Financial Group has appointment a new general manager. Stephen Poole, who is currently manager of business growth for NAB and MLC's advice partnerships in Queensland, will take on the role. Prior to joining NAB he was chief executive ...

Former Westpac planner banned

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2016
ASIC has banned a former Westpac financial planner after he was found to have applied a 'one size fits all' advice model. Anthony Bishop of Chelmer, Queensland has been banned from providing financial services for eight years. He provided inappropriate ...

Impact only fund makes first investments

KERRIE SYDEE  |  TUESDAY, 29 NOV 2016
Impact Investment Group's (IIG) Giant Leap Fund has made its first two investments and expects to deliver investors higher returns from purpose driven businesses. IIG raised $13 million for Giant Leap, which is Australia's first venture capital fund ...