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Showing 61 - 70 of 1132 results for %22Auto Invest%22

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
The recent collapses of local financial advice startups Creativemass and TIQK indicate that the freewheeling days of venture capital funding is drawing to an end. Creativemass, a financial services software provider used by the likes of AMP and Bombora ...

Brighter Super forges ahead with SFT

KARREN VERGARA  |  MONDAY, 17 APR 2023
Brighter Super has provided an update about its pending merger with Suncorp's superannuation business, which will officially occur on June 1. Suncorp Super or the SPSL Master Trust members will be transferred to Brighter Super and see their account ...

SuperConcepts integrates with Smarter SMSF platform

ANDREW MCKEAN  |  THURSDAY, 13 APR 2023
SuperConcepts has joined forces with Smarter SMSF, integrating SuperMate and the documentation platform for streamlined SMSF administration. SuperConcepts chief technology officer Andy Forbes and Smarter SMSF chief executive Aaron Dunn said the integration ...

First Sentier partners with AlbaCore Capital

ANDREW MCKEAN  |  TUESDAY, 21 MAR 2023
First Sentier Investors (FSI) has partnered with AlbaCore Capital Group, securing an undisclosed majority stake in the European credit manager. AlbaCore's senior team will retain a minority stake in the business but operate with autonomy, with no changes ...

NSW Premier promises 'future fund' for children

CHLOE WALKER  |  TUESDAY, 14 MAR 2023
... nest egg to get you started in life... And imagine what that will mean for your children," he probed. "As they go on to invest in education and housing, they will repay our investment many times over." It will be made available to all kids under 10 in ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... who is more likely to get ripped off? That a woman will end up paying more is a tired cliché that continues to play out in auto-repair shops around the world, backed by numerous studies that prove that in male-dominated industries, men tend to be treated ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ...

Super fund advice needs more guardrails: Conference

KARREN VERGARA  |  MONDAY, 27 FEB 2023
Loosening financial advice regulation under the Quality of Advice Review proposals would highly benefit superannuation fund members, but many are convinced that this only works in theory. The Quality of Advice Review chair Michelle Levy stuck to her ...

TrustQuay, Viewpoint merge to accelerate change

CHLOE WALKER  |  TUESDAY, 21 FEB 2023
TrustQuay and wealth management solution provider Viewpoint have agreed to join forces to fast-track automation and digitalisation across trust, corporate and funds services. Through the collaboration, the companies will be able to scale up their professional ...

Mining company shares manipulator sentenced

JAMIE WILLIAMSON  |  TUESDAY, 7 FEB 2023
One of the three men involved in manipulating Quantum Resources shares back in 2015 has been sentenced in the Supreme Court. Don George Evans was sentenced in the Supreme Court of Western Australia to 12 months in prison, to be released immediately ...