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Showing 751 - 760 of 2567 results for "Online"

Bell Financial expects solid H1 profits

KANIKA SOOD  |  WEDNESDAY, 11 JUL 2018
... it had already owned an approximate 57% share. "Bell Financial Group now owns 100% of what we believe to be the leading online technology platform in the market. Combining TPP'S capability with Bell Potter Securities Limited's own proprietary platform ...

Raiz close to super product launch

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... registered 12,000 customer transactions associated with its rewards program Raiz Rewards, which incentivises customers who shop online to increase savings with a cash-back reward. Raiz, formerly known as Acorns Grow Australia, recently listed on the ...

Pengana adds social measures to impact reporting

HARRISON WORLEY  |  MONDAY, 9 JUL 2018
... total waste produced by 31 Australian households. For investors looking to understand their impact, Pengana launched an online impact calculator - allowing investors to see the outcomes achieved from personal investment in the fund. Pengana director ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... Australia, HSBC said it will focus on growing its presence via retail banking and wealth management by offering services such as online share trading, FX, home loans and a wide range of transactional banking products.

Digital transformation challenges super funds

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
... including an increase in the number of fund mobile apps, increased social media activity, and direct engagement through online chat and bot-based applications." The researcher also said many funds were lagging in the protection of low balance members ...

Leave dividend imputation system as is: Plato

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
Plato Investment Management has set up an online petition to ensure the current dividend imputation system remains untouched should the Labor Party win the next federal election. The fund manager has already garnered the support of 500 signatories. ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
... set up an SMSF do not understand the risks associated with structure, nor their legal obligations as SMSF trustees. An online survey found 38% of respondents found running an SMSF was more time consuming than expected and 32% found it was more expensive ...

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
... there is no value in completing a fact find with the client in the meeting as they are happy to provide this information online before the meeting, he said. The next step involves a client meeting that assesses insurance needs and financial position. ...

Global regulation hub launched for asset managers

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... jurisdictions. Tech-driven, financial services law firm Zeidler Legal Services has launched the Global Knowledge Hub; an online subscription service for asset managers looking to register and market funds across borders. The hub compiles both frequently ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... regular check-up over the phone, financial planners often keep their clients engaged through email newsletters (55%) or online access to view their portfolio (35%). The 2017 survey found many advisers were dissatisfied with their providers. More than ...