Forget the glass jar in your bedroom – soon Aussies can invest ‘spare change’ into a portfolio, all via an app

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Instreet Investments Limited has entered into a joint venture with U.S. start-up Acorns Grow, Inc, to bring the company’s hugely successful savings and investment app to Australia. Acorns is a free... Read more continue reading

Businesses not seeking financial advice: Survey

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Only one in every three businesses in Australia makes use of a financial adviser. While this proportion is surprisingly low, there is an opportunity for financial advisers, with three in... Read more continue reading

Australians looking for a formal plan from their advisers

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Australians value structure and planning most highly in their relationship with their advisers, compared to global investors who are focused on performance, according to recent Legg Mason research. Surveyed as... Read more continue reading

Rate cut drives investor activity

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Housing Finance; Consumer confidence; Credit & Debit Cards Home loans: The number of loans (commitments) for people who are buying or building homes to live in (owner-occupiers) rose by 1.6... Read more continue reading

SME businesses bearish about cash flow and sales

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New research conducted by Bibby Financial Services in March shows that 40% of small and medium-size enterprises (SME) are finding it more difficult to manage their cash flow than 12... Read more continue reading

SUPERCentral launches estate planning training program

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What do financial planners and accountants have to do to meet the challenge of revenue loss resulting from government regulation and technological replacement of their customary roles? Financial planners are... Read more continue reading

Gen Y’s satisfaction with financial advice surges as advice index hits high

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In previous surveys, an investor’s age was positively correlated to the three drivers of advocacy: performance, trust and reliability, and technical ability of their financial adviser – i.e. the older... Read more continue reading

Milliman/ Lonsec launch a new goals-based planner tool

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Just what are your client’s pre and post-retirement goals? Do they want to be able to leave some money to beneficiaries? Go on a long holiday? How much money will... Read more continue reading

XY Adviser – disrupting the future of advice through collaboration

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XY Adviser, a community of Gen X and Y advisers, is disrupting the current discussion around the future of financial advice by providing a forum for innovation and thought leadership... Read more continue reading

Corporate purse strings held tight despite positive outlook

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Chief Financial Officers from some of Australia’s largest companies are heralding positive signs leading into next month’s Federal Budget, with reports of strong revenues, export expansion and the belief the... Read more continue reading