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Showing 1041 - 1050 of 1539 results for "Goals"

AMP super trust adds $450m corporate fund

ALEX BURKE  |  MONDAY, 20 FEB 2017
... investment options, digital tools and educational resources to help them manage their super savings and achieve their retirement goals." Sainsbury also noted that actuarial firm Heron recently named SignatureSuper as the "top-rated corporate product ...

Association and regulator join forces for industry benefit

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2017
... described the agreement as a landmark partnership between the SMSF sector's key regulator and representative body. "The goals are to work in partnership to improve and maintain the integrity and professionalism of the SMSF sector and focus on enhancing ...

Unadvised SMSFs ripe for advisers

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2017
... shows that, amongst retired trustees, those that are advised are more likely to feel they've fully achieved their retirement goals. This is despite those not yet retired showing little difference in their view as to whether they're on track to meet those ...

Ignition Wealth launches goals-based investing

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
Ignition Wealth will launch a goals-based investment offering. The company, which received financial backing from planning pioneer Barry Lambert last year, has appointed SiResearch to provide adaptive asset allocation built around goals which have a ...

Myer Family Company appoints CIO

ALEX BURKE  |  TUESDAY, 7 FEB 2017
... large private family groups as well as institutional and endowment funds. While their approach is directly aligned to our goals-based investing approach, they are passionate about governance and applying market-leading behaviour finance and risk methodologies ...

Infocus scores exclusive referral to 450 offices nationwide

ALEX BURKE  |  MONDAY, 6 FEB 2017
... helping their clients achieve peace of mind through identifying and putting in place quality financial advice to achieve their goals. "The H&R Block referral relationship meets our adviser value proposition of helping Infocus Group financial advisers ...

Government repeats fintech focus

JAMIE WILLIAMSON  |  FRIDAY, 27 JAN 2017
... expectations and commercial offerings. "By better utilising technology in regulation we can better achieve our regulatory goals, avoiding the negative effects on productivity, competition and innovation, and delivering lower costs and more reliable protections ...

Wealth firm releases planning app Nettshell

EMMA RAPAPORT  |  MONDAY, 23 JAN 2017
... superannuation, and then tells them whether or not they're on track to meet that goal. "If clients are behind on their financial goals the application gives them the steps they can take to meet the shortfall," Collins said. CMFM has sold more than 150 ...

Super playing dangerous risk game: Milliman

ALEX BURKE  |  MONDAY, 23 JAN 2017
... highlighted in the Productivity Commission's draft report is a "dangerous approach which fails to acknowledge the underlying goals of an ageing population and shows that the industry has learnt little from the impact of the global financial crisis." ...

Activity and inflation going Yellen's way

BENJAMIN ONG  |  THURSDAY, 19 JAN 2017
... in nicely with Fed Chair Janet Yellen's speech at the Commonwealth Club in San Francisco, California. Talking about "The Goals of Monetary Policy and How We Pursue Them", Yellen all but confirmed continued increases in the fed funds rate. "What I can ...

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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