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Showing 1021 - 1030 of 1540 results for "Goals"

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 ...

Fitzpatricks strengthens Victorian advice presence

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
... Likewise, Marasea Partners founder David Marasea said his firm aspires to help others achieve their financial and personal goals. "Our goal is to know, understand and simplify our clients' lives. I am very pleased to have found a great cultural fit of ...

AFA launches female excellence in advice award

EMMA RAPAPORT  |  TUESDAY, 18 APR 2017
... in a 30% increase in the number of women in the AFA's membership. According to Inspire national chair Dianne Charman, the goals of Inspire to connect women in advice, encourage them into adviser and leadership roles, and to encourage women to seek quality ...

Advice rated excellent: MLC survey

KARREN VERGARA  |  MONDAY, 10 APR 2017
... favourably because it was tailored to specific needs, the planner identified and understood their investing purposes and goals, and because the planner looked at risk and ways to minimise it. More than 70% however, have received no guidance on savings ...

MLC Super welcomes new chief executive

EMMA RAPAPORT  |  FRIDAY, 7 APR 2017
... know that too many Australians don't understand their super and don't feel confident that they can reach their financial goals," he said. "I believe that the role of Australia's largest retail super fund goes beyond just managing investments for Australians. ...

Financial Standard wins prestigious award

DARREN SNYDER  |  THURSDAY, 6 APR 2017
... included the articles 'Searching for retirement income solutions', 'The price of longevity' and 'Rethinking risk through goals-based investing' as published in Financial Standard. Citi Australia country head, David Livingstone said: "Now in its 25th ...

New alliance to encourage female planners

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2017
... career path. Together we will provide FPA and FEW members with the necessary support and guidance they need to achieve their goals as financial planners," Beck said. FPA chief executive Dante De Gori added: "We hope our collaboration with FEW will help ...

SMSF investors shift gears

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... risk and remain in more defensive assets without seeking financial advice, they may struggle to achieve their retirement goals," Keegan said. "With nearly 60% of SMSF trustees remaining open to using the expertise of a financial adviser, it's clear this ...

Legg Mason appoints Sydney head from UBS

ALEX BURKE  |  MONDAY, 27 MAR 2017
... to lead the development of our retail business across key regions." "A proven team player, his deep understanding of the goals and objectives of the Australian funds management sector as well as his strong business acumen will be a significant asset ...

AMP upgrades wrap platform

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
... things that matter to advisers, allowing them to spend more time with their clients, helping them achieve their financial goals." The enhancements follow the launch of the MyNorth Pension payment solution in February, which calculates retirees' spending ...