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Showing 61 - 70 of 303 results for "Cashflow"

Older Aussies are retirement illiterate: Survey

KARREN VERGARA  |  TUESDAY, 19 SEP 2023
Australians are pension-phase illiterate and blame the complex superannuation system for not understanding the basics about retirement, a new survey shows. A whopping 70% of 50-year-olds and over canvassed by AMP do not understand what an account-based ...

Causeway PM, H&G form joint venture

CASSANDRA BALDINI  |  MONDAY, 11 SEP 2023
... aiming to pursue expansion opportunities or navigate challenging illiquid capital markets, due to their size, industry, cashflow profile, or asset-light nature. Causeway said the launch is part of its growth strategy and explained the fund will engage ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... designed to remove the complexity around financial planning while enabling Spark advisers to visually demonstrate necessary cashflow levels at each life stage so clients can invest accordingly. Oko Platforms chief executive Tom Culver commented that ...

ASX-listed firms partner for financial education

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... from investor behaviour to investing fundamentals. Modules include accumulation strategies across different life stages, cashflow management, and retirement strategies. Users will also have access in real-time to advice professionals. "The joint venture ...

High rates impacting REITs: Quay

CHLOE WALKER  |  FRIDAY, 11 AUG 2023
Expectations of a global recession caused by an unprecedented interest rate increase has seen sentiment towards listed global real estate soar, according to Quay Global Investors (Quay) principal and portfolio manager Justin Blaess. While the listed ...

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... the June financial year. The most in-demand software advisers want help with relate to retirement planning (32%) and cashflow modelling (31%). There is also strong demand for their technology to integrate with bank accounts, trading tools, and appointment ...

Advice firm revenues jump 45%

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... technology for fact-finding. Over half (55%) of practices still do not offer digital signing. A larger number do not use cashflow management and budgeting application (73%). The survey found that practices that communicated with their top clients more ...

Macquarie shifts toward AI-first banking

CASSANDRA BALDINI  |  WEDNESDAY, 21 JUN 2023
... explained the new technology will mean clients can use search as-you-speak functionalities, categorisation technology and cashflow prediction features. Transfer prediction, process automation and further enhancements of loan application and payment fraud ...

Bravura chief executive to leave

CHLOE WALKER  |  MONDAY, 19 JUN 2023
... leadership roles. Roy said she intended to use the proceeds for an operational change program ($22m), and fund negative cashflow and transaction costs ($36m), while the remainder ($22m) would provide a buffer in the balance sheet. The program also included ...

Epsilon launches second Australian fund

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
Epsilon Direct Lending has launched its second corporate direct lending fund with the backing of a multi-family office. The Epsilon Direct Lending Senior Loan Fund leans into growing investor demand for Australian conservative private credit strategies. ...