Acorns app wins the prestigious top design award
Acorns, the number one fastest growing Fintech app in the United States and Australia, is the winner of the best digital design at the 2016 Good Design Awards. Managed by Good Design Australia since 1958, Australia’s Good Design Awards promotes the very best in design, innovation and creativity at a national and international level. This
May 31, 2016
Centrepoint releases more world class investment solutions
Centrepoint’s managed account solution, vMAPs, has released a new range of high quality investment models with two of the world’s leading asset managers, Dimensional and Russell Investments, to complement its successful Ventura/Ibbotson models. Centrepoint’s Group Executive for Investment Solutions, Mat Walker, said, “We have been able to bring world class investment managers to the table
May 30, 2016
Former Fed Finance Minister Lindsay Tanner joins new wave robo-adviser Six Park
Australia’s pre-eminent financial experts have joined the next generation of automated financial advice providers with the launch of robo-adviser Six Park. Six Park’s team includes former Federal Finance Minister Lindsay Tanner, founding chief of the Future Fund Paul Costello and Six Park co-founder and former J.P. Morgan Australia Chairman Brian Watson on the company’s Advisory
May 30, 2016
Early life of hard knocks taught planner ‘there is always hope’
Jo Leggatt talks to Carol Roberts, a planner who uses her experience of an early period of homelessness to help mature-aged clients reach their financial goals and attain a comfortable retirement.
May 30, 2016
When the fat pitch arrives – get on base and swing that bat
Nathan Bell writes that investors need to know how to be patient and when to swing for the fences, and not just react to what’s going on in the market today.
May 30, 2016
Hybrids risky for advisers and clients alike when mixed in the wrong bucket
Ben Power reports that financial advisers need to be aware of not only the downside risk of hybrids but also the legal implications of mis-allocating hybrid securities.
May 30, 2016
BT calls for stronger retirement options
With the swell of Australia’s 5 million Baby Boomers moving through retirement at the rate of 289,000 a year, our superannuation system will need to overhaul its retirement offerings to meet the needs of the country’s greying population, according to BT General Manager, Superannuation, Melinda Howes. Speaking at an Industry Conference this week, Ms Howes
May 27, 2016
Open for business: RateSetter takes on business lending
RateSetter today announced that it has expanded its range of loans, and is now offering business loans of up to $150,000 for terms from six months to five years. RateSetter’s new business loans are offered at low annual interest rates and are targeted at established businesses that are seeking finance to grow or expand. As
May 27, 2016
A pure advice service giving ‘robo’ a good name
Simon Hoyle meets Map My Plan co-founder Paul Feeney who, with the former Minister for Financial Services and Superannuation Bernie Ripoll, is offering pure advice online - for free.
May 27, 2016
Australia’s first self-managed super app makes self-managed super simple, allowing users to take control of their stash
A new app has launched in Australia today giving users the ability to easily establish a self-managed superannuation fund (SMSF) online, see an up-to-date view of their portfolio and its performance, and change their portfolio at any time. Backed by well-established investment managers, Elston, and SMSF providers, Superfund Partners, Superstash offers a unique set of
May 27, 2016
Accountants protect their right to provide SMSF advice
Thousands of accountants providing advice on the establishment of an SMSF face a potential compliance gap as changes to financial advice regulation come into effect after 30 June this year. The expiry of the existing exemption means that accountants wishing to continue advising clients on their suitability to set up an SMSF will be required
May 26, 2016
BetaShares Managed Risk funds exceed $200m in FUM
BetaShares, a leading Australian manager of exchange traded products, today announced its Managed Risk Series of ASX traded funds has grown to over $200 million in funds under management (FUM). The Managed Risk Series currently comprises: . BetaShares Australian Dividend Harvester Fund (managed fund) (ASX: HVST) . BetaShares Managed Risk Australian Share Fund (managed fund)
May 26, 2016
