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Showing 941 - 950 of 1541 results for "Connect"

Self-doubting Aussies falling short

JAMIE WILLIAMSON  |  TUESDAY, 3 JAN 2017
Just one in four Australians has a financial plan, indicating a lack of confidence in dealing with money and investments. This is a key finding of the latest MLC Wealth Sentiment Survey released last week. It also shows that 50% of Australians believe ...

Bendigo sells estates business

ALEX BURKE  |  MONDAY, 19 DEC 2016
Bendigo and Adelaide Bank sold the trust and estates business of its subsidiary, Sandhurst Trustees, for $5 million. As per media speculation, Equity Trustees has purchased the business, which comprises roughly 141 perpetual and ongoing trusts, representing ...

Russell signs deal with top China manager

ALEX BURKE  |  TUESDAY, 6 DEC 2016
Russell Investments has entered into a partnership with China's largest fund manager. China Asset Management (ChinaAMC), which manages nearly $200 billion in assets, will advertise Russell's global multi-asset and multi-sector solutions to its institutional ...

HUB24 acquires specialist fintech

ALEX BURKE  |  TUESDAY, 29 NOV 2016
... Apps and Paul Biggs, develops bespoke technology management, hosting and reporting software for stockbroking clients. Its CONNECT Desktop software is used by more than 2300 customers. About 160 firms use Agility's software, representing more than $200 ...

Class joins forces with bank

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
... to satisfy demand from SMSFs for access to international assets. Partnering with HSBC, Class will now receive a direct-connect data feed from the bank's savings, transaction and term deposit accounts in its wealth accounting software for SMSF and non-SMSF ...

Make advice go viral

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
... "The best way we can spread the value of advice is to tell stories. You need to be telling stories that people really connect with and make them feel things, and these stories should be based on your values and the things that you actually believe," ...

Responsible investment plagues super funds

DARREN SNYDER  |  THURSDAY, 24 NOV 2016
About two thirds of Australia's largest superannuation funds are yet to embed responsible investment requirements with external fund managers. This is one key finding delivered by the inaugural Superfund Responsible Investment Benchmarking Report, released ...

How to put the sizzle back into finance: Grad Mentor

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
Practice principals need to realise that finance is no longer the 'sexy' career prospect it used to be so more needs to be done to attract, develop and retain new recruits. Addressing delegates during the sold-out Professional Practice Workshop at the ...

ASIC gives green light to FPA fees code

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... consumer awareness on behalf of our members. This new initiative will deliver on our LASER 2020 strategic priority to connect with consumers, and raise the level of trust in financial planners. Ultimately, we hope Money & Life will help grow the demand ...

HSBC expands private wealth business

DARREN SNYDER  |  FRIDAY, 18 NOV 2016
HSBC Australia head of private banking Hayden Matthews will lead a new Sydney office dedicated to the global bank's growing high net worth and family office client base. The private banking expansion comes with HSBC's anticipation that Australia's high ...