SIResearch inks goals-based robo deal

24-Jan-2017|By Daniel Paperny

Automated advice firm Ignition Wealth has partnered with research and consultancy firm SIResearch to offer a goals-based investment solution for its users. Under the partnership, SIResearch, formed in November last year by Association of Goa.. Read More

Funds need to align risks to goals


The Productivity Commission’s framework for assessing the effectiveness of Australia’s super system failed to take into account the reality of investor behaviour, according to actuarial firm Milliman. .. Read More

AAT rules in favour of ex-Macquarie adviser


The Administrative Appeals Tribunal (AAT) has upheld an appeal by former Macquarie Equities financial adviser Tony Davidof against an ASIC decision to ban him from providing financial services for three years. A.. Read More

Supervised Investments hires ex-Fidelity CEO


Supervised Investments Australia has appointed former Fidelity Investments boss Michael Ohlsson as its new chief executive. Ohlsson, who during a 25-year career has also held senior positions at international fi.. Read More

IMAP predicts managed account FUM surge


The Institute of Managed Account Professionals (IMAP) has predicted a significant increase in managed account assets to December 2016 as it announced the launch of its second census into the industry. The census.. Read More

Super fund communications need rethink


The growing proportion of superannuation fund members belonging to generation Y presented a significant challenge for the financial services industry when considering how to effectively communicate and engage with cl.. Read More

Browse all news

Video: What's in store for super in 2017

After a big year of change we look at what 2017 holds... View more

Observations: Rise of the machines

When financial services looks like The Terminator..... View more

Video: Fostering millennial engagement

Keys for advisers when building rapport... View more