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Fintech grows through adviser platform

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
More than a year on from its founding residence at fintech hub Stone & Chalk, thematic trading platform Macrovue accomplished several milestones in 2016. Earlier this month Macrovue teamed with fellow Stone & Chalk resident and model portfolio management ...

Top 10 superannuation stories in 2016

STAFF WRITER  |  WEDNESDAY, 21 DEC 2016
... Leaders Summit in Melbourne, Lloyd said: "The industry was wrong to sell super as a great way to invest. It's a great way to save. Investment should have been a different piece." Reflecting on fellow panelist and UniSuper chair Chris Cuffe's comments ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... micro-investing app Acorns, announced in November, is a brilliant chess move in the quest to encourage more Australians to save for their retirement. It's one small step for Acorns but a giant leap for the superannuation industry. The app launched a ...

TCorp confirms new custodian

JAMIE WILLIAMSON  |  MONDAY, 12 DEC 2016
The NSW Government will save $80 million by appointing Australia's largest custodian to the pooled investment funds of three government agencies. Following a competitive tender process, J.P. Morgan will provide custodial services for the recently merged ...

Labor blindsides super legislation

DARREN SNYDER  |  WEDNESDAY, 9 NOV 2016
... contributions." "The Government's flexibility reforms to super are aimed at supporting and encouraging all Australians to save for their retirement; and in particular help workers with super account balances of less than $500,000," she said. "Our reforms ...

REST boosts member savings through Acorns app

MICHELLE BALTAZAR  |  TUESDAY, 8 NOV 2016
... Super's latest deal with micro-investing app Acorns is a brilliant chess move in the quest to encourage more Australians to save for their retirement. It's one small step for Acorns but a giant leap for the superannuation industry. This month the app ...

Uncertain environment fuelling risky investment

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
The prospect of a Donald Trump victory and the continuance of historically low interest rates by the RBA are placing increased pressure on self-funded retirees and increasing opportunity risk, says Australian Unity. Head of Australian Unity David Bryant ...

Clinton or Trump or bust?

BENJAMIN ONG  |  MONDAY, 7 NOV 2016
... since June this year -- but the major central banks that held policy deliberations last week also decided to play it safe or save ammunition... just in case. The US Federal Reserve, the Bank of Japan, the Bank of England and the Reserve Bank of Australia ...

NobleOak Life offerings recognised for excellence

JAMIE WILLIAMSON  |  WEDNESDAY, 26 OCT 2016
The 2016 Direct Life Insurance Excellence Awards have been presented in Sydney by Strategic Insight, the research house formerly known as Plan for Life. NobleOak Life took home the overall Direct Life Insurance Excellence Award, also receiving the TPD ...

Portfolio rebalancing highlights adviser value

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... process and while it may not always seem like a popular move it will benefit clients in the long run. "Rebalancing will help save clients from their own worst instincts. A defined rebalancing strategy - and informed clients - takes the emotion out of ...