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Showing 1 - 10 of 174 results for "Intuit"

AI can give fundies an edge over the market: Invesco

RIDDHIMA TALWANI  |  TUESDAY, 19 MAY 2026
Using interesting data sets and compute power can help investors get an edge over the market, Invesco Solutions director Scott Bennett said. Speaking at the Financial Standard Advisers Big Day Out (ABDO) in Sydney, Bennett said the fund manager is using ...

Adviser-client relationships eroded by AI: Research

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
While there are elements of artificial intelligence (AI) that boost operational efficiency for financial advisers, a new study finds they are not fond of the idea of their clients seeking a second opinion through the technology, as it can be "insulting ...

Aussies remain 'positive' about retirement: Challenger

MATTHEW WAI  |  MONDAY, 13 APR 2026
Despite a slight improvement in retirement sentiment, Challenger believes better access of financial education among older Australians, particularly regarding lifetime income stream strategies, will be beneficial to retirees. The third annual Challenger ...

Women to drive tailored advice demand: State Street

RIDDHIMA TALWANI  |  WEDNESDAY, 1 APR 2026
Women are expected to inherit an estimated $3.2 trillion over the next decade, creating demand for tailored advice, legacy planning and retirement income design, State Street Investment Management said. State Street's first module of Reimagining Retirement ...

Legalsuper makes additions to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 12 FEB 2026
The $7.5 billion fund added a chief operations officer position and welcomed a chief member officer. Legalsuper executive manager, business enablement and risk John Robinson has been promoted to chief operations officer. Robinson, who has more than ...

Retirees could be out up to $136k: SMC

ANGELIQUE MINAS  |  THURSDAY, 30 OCT 2025
A report by the Super Members Council (SMC) suggests the complex retirement system in Australia could be costing retirees up to $136,000. The modelling underscores the long-awaited need for financial advice reforms, and simpler, smarter pathways to ...

AMP platform flows jump 61.6%

RIDDHIMA TALWANI  |  THURSDAY, 16 OCT 2025
AMP has reported a rise of 61.6% in its platform net cashflows to $1.2 billion, up from $750 million last year. Platform assets under management also increased to $86.9 billion in the quarter. "In Platforms, the strength of the North proposition continues ...

Aussie family office chiefs earn up to US$625k

KARREN VERGARA  |  TUESDAY, 7 OCT 2025
About two in five Australian family offices are run by chief executives who are a member of the family and can earn up to US$625,000, according to a new KPMG study. Some 43% of chief executives running family offices are aged over 50 and commonly come ...

Bravura, Future Group partner on digital advice

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
Financial services technology provider Bravura Solutions has partnered with Future Group for the initial phase of its digital advice rollout, which is now underway. The partnership will provide members pre-retirement personal advice tools, and a public-facing ...

Insignia finalises 1300 staff transfer to SS&C

KARREN VERGARA  |  MONDAY, 7 JUL 2025
Insignia Financial has finalised the outsourcing of about 1300 staff who worked in the master trust business to SS&C Technologies after striking a deal in February. Last week, staff working in administration, technology and digital teams that support ...
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