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Showing 991 - 1000 of 1539 results for "Goals"

Government paves the way for open banking

EMMA RAPAPORT  |  FRIDAY, 21 JUL 2017
... out products that better suit their circumstances, saving them money and allowing them to better achieve their financial goals. It will also create further opportunities for innovative business models to drive greater competition in banking and contribute ...

Advice group inks deal with $7bn super fund

ALEX BURKE  |  FRIDAY, 21 JUL 2017
... our service delivery. Our aim at Tasplan is to give our members the right tools and knowledge to achieve their retirement goals and have financial confidence." "We know that quality personal financial advice is an important element and our partnership ...

VicSuper launches digital advice free from super speak

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... executive Michael Dundon said the $19 billion fund saw the need for a simple, intuitive solution to help members set and achieve goals. "The dashboard is very easy to understand and the guided experience means members don't become overwhelmed with too ...

Responsible investment continues to gain acceptance among investors

EMMA RAPAPORT  |  MONDAY, 10 JUL 2017
... increasingly focus both on the materiality of ESG factors as well as outcome metrics aligned to the UN Sustainable Development Goals." According to a study completed by TIAA in 2015, three in four (76%) investors under 35 say they are "interested" or ...

Cameron Hume hires fixed income expert

KARREN VERGARA  |  FRIDAY, 7 JUL 2017
... Investment managers typically market their products based on two ESG models: a 'win-win' situation which focuses on short-term goals, while the longer-term risks encapsulated in ESG issues are unaddressed or mispriced; the second is 'delegated philanthropy' ...

Optimo introduces robo platform

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
Optimo Financial is releasing its online financial modelling solution for advisers as it aims to make the provision of goals-based advice more seamless. The Optimo Pathfinder personal finance modelling system is now available to dealer groups, financial ...

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
... support and training. "This is a great opportunity for an adviser to partner with their clients to achieve their financial goals," Fortnum practice technology manager Cassandra Mackay said. "We believe MoneySoft empowers our advisers with meaningful ...

FoFA should also protect retail banking customers: FSU

KARREN VERGARA  |  THURSDAY, 29 JUN 2017
... Colin, a former personal banker at Wells Fargo for three years until June 2016. He stated there were "unreasonable sales goals" that prioritised selling products rather than servicing customers drove him to depression and attempt suicide. California-based ...

Self-awareness, adaptability key for asset owners

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2017
... in conjunction with the Future Fund highlights the importance of having a best-practice framework in meeting investment goals amid the volatile and uncertain capital markets they operate in. Fifteen global asset owners canvassed in the 'Smart leadership. ...

MyRetirement too product heavy: Morningstar

KARREN VERGARA  |  MONDAY, 26 JUN 2017
... the option of utilising CIPRs - which would be much better than a single product to help retired investors meet specific goals. The idea that new products alone can achieve higher levels of retirement income for Australians is too simplistic, it said. ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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