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Showing 1011 - 1020 of 1539 results for "Goals"

InvestmentLink launches goals-based advice platform

ALEX BURKE  |  TUESDAY, 23 MAY 2017
... all their financial information, while advisers can use the information to generate projections and insights around client goals. InvestmentLink chief technology officer Wayne Robinson explained: "The data we provide offers advisers another analytical ...

GSFM hires Macquarie exec

ALEX BURKE  |  FRIDAY, 19 MAY 2017
... focus of senior staff on servicing clients in the institutional and the retail space." "In line with our business growth goals, GSFM now has funds under management in Australia of $6.4 billion, made up of $4 billion from institutional clients and $2.4 ...

Financial stress rising in Australia

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
... demographics, millennials appear to be the most financial prepared as 49% state they always or often create plans to reach financial goals, while only 39% of Generation X respondents said the same. However, 18% of millennials admit to often or always ...

Industry fund appoints two directors

EMMA RAPAPORT  |  TUESDAY, 16 MAY 2017
... significantly increase our focus on technology and innovation, while delivering benefits which align to members' life stage goals," Kelly said. "Both Deirdre and Elaine have extensive backgrounds in these key areas, demonstrate a real passion for better ...

Asia-Pacific needs more retirement income specialists: Milliman

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
... for financial institutions to provide consumers with tailored investment strategies and product solutions to achieve their goals in retirement," Milliman Australia practice leader Wade Matterson said. "The development of robo-advice has begun to gain ...

Sunsuper puts adviser trust front and centre

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
When it comes to offering advice and helping people achieve financial goals, trust is the game changer according to $40 billion super fund Sunsuper. At an exclusive adviser workshop in Brisbane, Sunsuper's head of advice and retail distribution Anne ...

Twelve million Aussies see benefits of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... initiative is designed to demonstrate the value of financial advice, as well as help people realise key financial and lifestyle goals. The campaign will be run outdoors for the first time, with advertisements placed in high-traffic transit and retail ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... all. It's a proposition based on ongoing advice, coaching and mentoring to keep clients on track towards achieving their goals." The paper reads: "Adopting a strategic advice model that considers a client's total needs (not only their superannuation ...

ESG adoption grows, returns follow

JAMIE WILLIAMSON  |  FRIDAY, 21 APR 2017
... mandate,' the question is 'how are we actively pursuing opportunities with our investments that help us reach our financial goals, while encouraging change in the process?'" McKnett said. According to the study, Asia Pacific investors are trailblazing ...

Challenger launches advice tool as reforms loom

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017
... discretionary spending. It then uses stochastic modelling to calculate the likelihood of clients realising their retirement goals based on thousands of different market scenarios. The new campaign will be supported by technical presentations, webinars ...

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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