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Showing 1 - 10 of 27 results for "Betterment"

Cost cutting returns Bravura to profit

KARREN VERGARA | WEDNESDAY, 14 AUG 2024

... best-in-class technologies, while allowing us to streamline and simplify our enterprise Sonata software platform for the betterment of our other existing and new enterprise wealth clients. Fidelity is a key client of ours and one we are excited to work ...

CSLR makes inaugural payments

KARREN VERGARA | TUESDAY, 11 JUN 2024

... years for a resolution. CSLR chief executive David Berry said while the financial services industry works toward the betterment of their clients, it's unfortunate that there are a small few who take advantage of the trust bestowed on them. "Ensuring ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA | FRIDAY, 26 APR 2024

The investment bank is offloading Marcus Invest to Betterment just three years after announcing it will launch the digital adviser. Betterment will acquire Marcus Invest's digital investing accounts for an undisclosed figure. Goldman Sachs, however ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA | MONDAY, 20 NOV 2023

... upon to terminate the deal. Wealthfront had about US$27 billion ($41bn) in AUM at the time. Wealthfront's close rival Betterment had over US$40 billion ($61bn) in AUM and some 800,000 investors at the end of August. Also a major player in the automated ...

New ethical investing app has launched

CASSANDRA BALDINI | MONDAY, 26 SEP 2022

... provides customers with the ability to understand their invested power. It is about making long term change for the betterment of the world, and your bank account." An issued statement concluded that Kwala Fund empowers users to invest in companies with ...

Record number of adviser graduates: Kaplan

ANDREW MCKEAN | THURSDAY, 19 MAY 2022

... advisers have put in dedication, sacrifice and immense hard work for not only themselves and their loved ones, but for the betterment of their clients and profession." "Many have reflected on how their learning experience has played a substantial role ...

Last day to vote in MAX Awards

ELIZABETH MCARTHUR | FRIDAY, 28 MAY 2021

... to highlight the important role these sectors play in educating the public and creating change, contributing to the betterment of the industry and consumers. This year, the awards feature 110 finalists across 22 categories including Agency Campaign of ...

MAX finalists named, voting open

JAMIE WILLIAMSON | FRIDAY, 7 MAY 2021

JANA awarded mandate

ANNABELLE DICKSON | WEDNESDAY, 24 FEB 2021

... journey to deliver positive social change along with working closely with the Product and Investment Committee to the betterment of their members," Wilkinson said. "A key focus of our work with TUH will be delivering tailored asset management strategies ...

FPA, TPB to share information

ALLY SELBY | FRIDAY, 26 JUN 2020

... others that will follow, is to make it clear that both organisations are committed to working collaboratively for the betterment of the tax profession. "It also highlights what information we can legally share about registered tax practitioners who are ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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