Search Results | Showing 1 - 10 of 115 results for "DIY" |
| | | ... practices to continually invest in technology that maximises operational and trading efficiencies," Hill said. "It's clear the 'DIY nest egg' remains popular and that advisers who invest in technology will maintain a competitive advantage when serving ... |
| | | | ... Super and the Spaceship Voyager series for issues with their respective Target Market Determinations. In January it wound up DIY Master Plan and transferred all the sub-funds to HUB24 Super, citing members' best interests. That same month it was ... |
| | | | Willis Towers Watson will have a new global head of investments, effective July 1. Diya Luke has been appointed to the role, replacing Chris Ford who is set to retire this month. She has been with WTW for almost two decades, first as an investment consultant ... |
| | | | ... tolerance. They provide behavioural coaching, asset allocation research and management and tax savvy planning - areas that DIY investors can often overlook and can add enormous value to wealth creation over time." "Quantifying this, our projections demonstrate ... |
| | | | Diversa is winding up DIY Master Plan, saying it is in the best interests of members, who will now be transferred to HUB24 Super. Established in 2007, DIY Master Plan is a solution for financial advice groups looking to offer their own superannuation ... |
| | | | ... current super balance or retirement goal - they are invested the same way as everyone else. Likewise, for individuals who take a DIY approach and build their own portfolios, there are many inherent risks, like not having a sufficient understanding of ... |
| | | | When it comes to financial planning, a growing number of high-net-worth (HNW) individuals are opting to DIY, according to new research collated by Investment Trends and sponsored by Praemium. The research, which involved polling 7500 investors, found ... |
| | | | ... also expects to add insurance and comparable risk insurance for retail and superannuation options in the future. Padua's DIY risk capability also includes a new needs analysis tool that instantly produces insurance needs based on the client's ... |
| | | | ... in cryptocurrency from clients. Further, 33% see an increased interest in ESG investments from clients. "With the rise of DIY investing and clients' growing interest in branching out to new asset classes, financial literacy is of the utmost importance ... |
| | | | ... scaled advice, the company said. "Consumers who engage directly with the miPlan platform will be able to select from variety of DIY service levels. At the point they identify a need for full-service advice, they will be seamlessly transitioned to a financial ... |
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