Search Results | Showing 1 - 10 of 174 results for "Intuit" |
| | | 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 ... |
| | | | 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 ... |
| | | | 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 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 ... |
| | | | 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 ... |
| | | | 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 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 ... |
| | | | 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 ... |
| | | | 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 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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