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| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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