Sara Rich

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News by this author

Financial planning

04 Jul

Nucleus Financial Group has chosen Asia Pacific’s Bravura Solutions to provide the UK market with the technology for a new wrap....

Financial planning

04 Jul

Short selling dangerous territory for novice investor

A widely used institutional trading strategy, short selling has recently come to the attention of individual traders, but without knowing enough about ‘going short’ many ...

Financial planning

04 Jul

New online tool created

Cannex has combined its insurance research and quotation tool with the Statements of Advice preparation tool offered by real services to create an all-in-one insurance de...

Financial planning

03 Jul

Praemium lands on UK shores

Synaptic Systems has selected Australian portfolio administration provider Praemium to offer separately managed accounts and general wrap services in the United Kingdom....

Financial planning

03 Jul

Coin celebrates

Celebrating the first anniversary of its acquisition by Macquarie Adviser Services, Coin Software has announced it is planning further enhancements to benefit its clients...

Financial planning

30 Jun

Equity managers below average on ESG issues

Few Australian equity managers fully integrate environmental, social and governance issues into their investment analysis, according to new research by Mercer Investment ...

Financial planning

29 Jun

Labor’s proposed super changes ‘costly and ineffective’

Revenue Minister Peter Dutton has dismissed Opposition leader Kim Beazley’s proposed changes to the workings of Australia’s superannuation regime, on the grounds of being...