Game-changing fin-tech Investfit uses predictive analytics to power financial advice and turbocharge retirement savings

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A new online application for financial planners and advisors has been launched into the Australian market, which can provide clients with a material uplift in retirement savings – potentially in the hundreds of thousands of dollars. Investfit uses sophisticated predictive analytics to maximise financial goals, such as retirement income, by simulating a person’s financial future […]

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Investment app Acorns can assist financial advisers grow business

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Investment start-up app Acorns is poised to tap a fresh growth market as financial advisers realise its potential as a sound business strategy that can contribute to the longevity of their businesses by reaching out to younger Australians. The App now has 220,000 sign-ups since its launch in 2016 (100,000 monthly active users), and according […]

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Industry-wide collaboration necessary to better prepare Australians for aged care costs: Investment Trends 2016 Retirement Income Report

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Leading research firm Investment Trends have released its 2016 Retirement Income Report, an in-depth study of Australians’ attitudes towards retirement and postretirement issues. The report is based on a large-scale survey of 6,987 Australians over the age of 40 conducted through September and October 2016. Key highlights include: Australians are growing more concerned about their […]

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Robo-advice portfolios boosted by themes and factors, Quantifeed analysis shows

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Returns from the17matic robo-advice portfolios can be boosted by using quantitative screens, without increasing risk for investors, according to a new white paper by Quantifeed. The leading provider of B2B digital wealth management solutions in Asia Pacific, Quantifeed, today released the paper Designing thematic indices with a quantitative factor. It outlines an improved methodology for […]

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ASIC launches new teaching resource to build the financial capability of Indigenous students

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ASIC has launched a new financial literacy teaching resource – Knowing, Growing, Showing – to support authentic learning opportunities for Indigenous students. The resource is aligned to the Australian Curriculum and addresses cultural and community values around money, finances and consumer issues. Coinciding with National Close the Gap Day, the resource aims to improve the […]

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Employment outlook for finance sector positive despite impact of disruption

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Despite the impact of digital disruption and a candidate shortage, the employment outlook in the Finance, Insurance and Real Estate sector remains cautiously optimistic. This is according to the latest ManpowerGroup Employment Outlook Survey, released today, which shows twelve per cent of employers in this sector intend to increase hiring in the coming quarter, while […]

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PIMCO wins Morningstar Australia Fixed Interest Fund Manager of the Year Award for the third consecutive year

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PIMCO is the winner of the Australian Morningstar Fixed Interest Fund Manager of the Year Award for the third consecutive year as it continues to achieve “excellent results across several different capabilities” in volatile market conditions and “showed it can deliver when it really matters.” Morningstar Australia said: “PIMCO’s wide-ranging expertise in fixed income investing […]

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managedaccounts.com.au invests in platform upgrades to support advisers

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A new cloud-based solution announced yesterday by managedaccounts.com.au promises to transform the adviser and investor experience through a market leading intuitive front-end. ASX listed managed discretionary account (MDA) provider, managedaccounts.com.au is partnering with specialist FinTech firm CapitalRoad to implement a new solution for its user interface and middle office requirements to replace its in-house developed […]

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SUPERCentral announces new course for advisers to confidently meet the needs of the inter-generational wealth transfer demand

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For advisers, there hasn’t been a better time to integrate estate planning into their practice as Australia enters the greatest period of inter-generational wealth transfer in history. The demand for estate planning is rapidly growing and advisers will need to come up to speed if they wish to remain current and be able to meet […]

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BT Financial Group is 2016 AFA/SI Life Company of the Year

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BT Financial Group (BT) is the Association of Financial Advisers (AFA) and Strategic Insight (SI) Life Company of the Year for the second year running. BT, which also took out the income protection award for its BT – Income Protection Plus Plan product, was named Platinum Winner of the AFA/SI Life Company of the Year […]

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