Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1001 - 1010 of 1539 results for "Goals"

MLC Life adapts to meet shifting expectations

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2017
... introduction of a life insurance cover selector tool - a new feature of the website - helping customers identify key protection goals and connect them with different insurance options," Roso added.

US investment giant hires Australian insto head

ALEX BURKE  |  WEDNESDAY, 21 JUN 2017
... investment experts across asset classes to offer our clients tailored solutions to attain their most pressing investment goals," Hsin said. Sinclair's appointment follows PGIM subsidiary Pricoa Capital Group establishing a Sydney-based investment team ...

Millennials choosing stock market over housing market

JAMIE WILLIAMSON  |  MONDAY, 19 JUN 2017
... investors have embraced online share investing as a means to take control of their finances and save for their financial goals. However, it's important that new investors understand the risks and benefits of the share market and that they are making ...

Industry giant joins ACSI

EMMA RAPAPORT  |  FRIDAY, 9 JUN 2017
... minimising risk," ACSI chief officer Louise Davidson said. "We look forward to working with TCorp to achieve our shared goals." TCorp senior manager, investment advisory and stewardship, Kylie Willment said since the establishment of an Investment Stewardship ...

Goals-based strategies valuable for retirees: Research

KARREN VERGARA  |  FRIDAY, 2 JUN 2017
Goals-based investing strategies have a greater chance of generating excess replacement income than annuities, an international study shows. Most retirement investment solutions are failing to meet the needs of future retirees, according to a study ...

Global merger creates new listed manager

ALEX BURKE  |  WEDNESDAY, 31 MAY 2017
... delivering for our clients. Our work together since announcement has reinforced our shared culture and aligned business goals." "The breadth and depth of investment professionals and the broad array of talented colleagues gives us an enviable position ...

Asset managers lax in building relationships

KARREN VERGARA  |  FRIDAY, 26 MAY 2017
... over the previous year. Only 25% of respondents however, have knowledge and take action to achieve sustainable development goals, while 21% are considering taking action. Another issue for more than half of investee companies was institutional investors ...

AMP continues goals-based advice focus

DARREN SNYDER  |  THURSDAY, 25 MAY 2017
AMP chief executive Craig Meller has reaffirmed the company's application to goals-based advice as part of the wider strategy to operate a higher-growth, less capital-intensive wealth business. Speaking at an investor strategy day in Sydney, Meller ...

Financial advice cannot be a quick-fix: Stackpool

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2017
... and creating value in affordable advice, stating that advice must be focused on significant outcomes; pathways to stated goals should be clear; fees shouldn't be attached to products; clients should experience 'healthy discomfort'; value is visual and ...

Big four hammer bank levy

ALEX BURKE  |  TUESDAY, 23 MAY 2017
... shareholders and the broader Australian economy. We are deeply concerned the new levy undermines our ability to achieve those goals." So far, ANZ has been more circumspect with regards to its views on the levy with shareholders. In a statement released ...