AdviceOS calculators tap into gamification

26-May-2017

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

Fidelity to offer fixed-income fund in Australia

13-May-2013

Fidelity Worldwide Investment expects to launch its Global Strategic Bond Fund to Australian investors in the second half of this year. Fidelity International fixed-income portfolio manager Andy Weir told journa.. Read More

Trust cuts $10 million technology spend

13-May-2013

The Trust Company has ditched a $10 million technology investment to upgrade systems across all aspects of its business. Trust's newly appointed chief executive, Shailendra Singh, informed shareholders of the li.. Read More

Aust market not ready for bond ETFs

13-May-2013

Bond exchange-traded funds (ETF) that functioned similarly to term deposits could have a place in the Australian market, however, acceptance and an understanding of the role they played in portfolios needed to occur .. Read More

RBA easing: You really got me

10-May-2013

The Reserve Bank of Australia (RBA) eased monetary policy by a further 25bp this week, taking the cash rate down to a generational low of 2.75 per cent. In announcing the rate cut, which was not expected by the .. Read More

NAB Wealth result a “sectoral disappointment”

10-May-2013

National Australia Bank (NAB) has labelled its poor wealth business results a “sectoral disappointment” after experiencing deteriorating claims and lapses across its insurance division. NAB Wealth ye.. Read More

Retirement costs drop slightly: ASFA

10-May-2013

The cost for a couple to live comfortably in retirement dropped by less than 0.1 per cent in the March quarter 2013, according to an Association of Superannuation Funds of Australia (ASFA) report. Figures showed.. Read More

Advisers revisit property opportunities

10-May-2013

Financial advisers are searching for new opportunities within Australia’s property sector in a bid to capitalise on renewed investor sentiment, according to Australian Unity Investments (AUI). AUI property.. Read More

EQT expected to fight for Trust

09-May-2013

Equity Trustees is unlikely to walk away from its bid to acquire the Trust Company, with speculation the group is planning a counter-offer to Perpetual’s bid. The listed financial services company left the.. Read More

Mason Stevens focusing on MDA technology

09-May-2013

Boutique investment manager Mason Stevens will continue to grow its capabilities and managers in the managed discretionary account (MDA) space as part of its medium-term strategy. Mason Stevens managing director.. Read More

Govt bonds to make ASX debut this month

09-May-2013

Australian government bonds (AGB) will be available for local trade this month after the Australian Office of Financial Management (AOFM) and Australian Securities Exchange (ASX) reached a commercial arrangement. .. Read More