SMSFs review cash, TD allocations: CoreData

29-May-2013|By Kate Kachor

A changing market environment has triggered self-managed superannuation fund (SMSF) trustees to review their allocations to cash and term deposits, according to a CoreData report. “The CoreData Service Provider Survey” found SMSF.. Read More

Departures leave super funds high and dry


Recent Rice Warner analysis has shown superannuation funds would potentially have more success in retaining its members through the use of data-driven approaches. The finding was contained in the research paper .. Read More

AdviceOS calculators tap into gamification


Technology provider Midwinter Financial Services has released its AdviceOS calculators incorporating a gamification approach and aimed at providing an off-the-shelf configurable calculator solution to be included on .. Read More

Industry lags public commitment


The financial advice industry needs to pay greater attention to clients if it wants to improve its standing, said 2016 Female Excellence in Advice winner Peita Diamantidis. Speaking at the Association of Financ.. Read More

Digital embrace poses new trust challenge


The rise of artificial intelligence and innovative digital technologies coupled with dwindling consumer confidence in market players means institutions must be ready to transform the way in which they engage with cus.. Read More

Opinion - Budget a driver for change in advice


While many people are debating whether the 2017 budget was good, bad or neither, to me one thing is clear - it depends. I am not going to debate the political angles and whether, overall, a “tax more, spe.. Read More

Hall to lead IRESS superannuation


Leading Australian financial technology provider IRESS has promoted general manager of consulting, superannuation, Jeff Hall, to the position of managing director of superannuation to replace Stephen Mackley who will.. Read More

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