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Showing 1031 - 1040 of 1539 results for "Goals"

Workers' retirement angst growing

KARREN VERGARA  |  MONDAY, 20 MAR 2017
... financial professionals such as financial planners or go directly to their super fund to help them reach their retirement goals. Retirees who used a financial planner allocated nearly twice as much of their savings to retirement income products than ...

Gen Y prefers liquid investments: KPMG

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAR 2017
... of their range due to their long-term nature and perceived minimum investment requirements. "Products relevant to their goals are not particularly well formed in most financial institutions and consequently, we're seeing new fintech players step in and ...

Grant Samuel flags two senior appointments

ALEX BURKE  |  TUESDAY, 14 MAR 2017
... institutional and the retail space," Grant Samuel head of distribution Damien McIntyre said. "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 ...

Legg Mason bond funds receive Zenith tick

ALEX BURKE  |  TUESDAY, 14 MAR 2017
... income and capture capital appreciation, and the active management underpinning all three funds aims to achieve these two goals." Zenith praised the Western Asset Global Bond Fund for its "hub and spoke" structure, wherein a global investment strategy ...

Ignition Wealth partners with pharmacy group

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
... provide digital financial advice to the group's members, which would be powered by Ignition Wealth technology. "One of the key goals of AFW is to investigate and introduce ways to increase the wealth of Pharmacy Alliance member-owners by increasing their ...

Financial Executive Women appoints board members

DARREN SNYDER  |  FRIDAY, 10 MAR 2017
... guidance and support. These programs have been developed to ensure that women have the right support to help them achieve their goals. Rogers said he considers FEW to be a vital program for NAB's own success. "NAB have been a corporate sponsor for four ...

Global advice group becomes investment bank

ALEX BURKE  |  TUESDAY, 7 MAR 2017
... provide new, specialist and innovative financial products and services to help our clients achieve their long-term financial goals," Green said. "Like our recently announced private bank, deVere Investments will become an integral part of our global ...

BT Wrap adds absolute investment fund

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
... managers in client portfolios, as well as their direct and ETF investments," Shields said. "We also have a number of leading goals-based advisers who prefer investments managed to an absolute style, versus being relative to a benchmark." Co-portfolio ...

International manager secures VicSuper mandate

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
... delivering long term performance for the fund, which will in turn assist VicSuper's members in reaching their retirement goals." Established in 1999, Colchester is a value oriented, global fixed income investment manager servicing clients on a separate ...

Penklis returns with $275m private equity fund

ALEX BURKE  |  MONDAY, 20 FEB 2017
... management teams and business owners on their journey and bring capital and strategic skills, to help them achieve their goals and maximise shareholder value over time."

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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