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Showing 1051 - 1060 of 1539 results for "Goals"

NAB appoints research veteran to head retirement arm

ALEX BURKE  |  FRIDAY, 13 JAN 2017
... retirement at Colonial First State, where he produced retirement-centric research materials to assist advisers in producing goals-based portfolios for retirees. Before that, he held the role of head of wealth management, Australia and New Zealand at ...

Spending and debt, Australia's biggest test

JAMIE WILLIAMSON  |  TUESDAY, 10 JAN 2017
... turn, 55.9% of respondents said creating a financial plan and tracking their spending would help them in reaching their goals. The research shows that the biggest test for Australians trying to increase their savings is their ability to cut back on discretionary ...

Legg Mason launches new bond fund

JAMIE WILLIAMSON  |  TUESDAY, 10 JAN 2017
... designed to meet the increasingly specific needs of clients to help them tailor portfolios to meet long term investment goals." "Currently, there are very few 'true to label' global bond options available for financial advisers. Western Asset has a deeply ...

Severe inadequacies in retiree portfolios: VicSuper

ALEX BURKE  |  MONDAY, 9 JAN 2017
... lives to improve in retirement, and 50% are drawing down more than the minimum amount each year to fund their retirement goals. Given that World Health Organisation data suggests an Australian woman aged 64 can expect to live to 87, while the average ...

Advisers must be tribal: Stackpool

JAMIE WILLIAMSON  |  THURSDAY, 5 JAN 2017
... let bankers bank, and let financial planners plan. If we want advisers to challenge and support more of us to achieve our goals, let's get some tribal approaches to chase away limited, fearful thoughts and behaviours." Stackpool labelled financial offerings ...

Female-only fintech launches

JAMIE WILLIAMSON  |  THURSDAY, 5 JAN 2017
... successful decisions in investing, but also achieve confidence in managing their own finances and ultimately reaching their life goals," Heng said.

Self-doubting Aussies falling short

JAMIE WILLIAMSON  |  TUESDAY, 3 JAN 2017
... Survey released last week. It also shows that 50% of Australians believe they aren't doing enough to achieve their wealth goals. Half the respondents attributed this to not earning enough money, while 32% say it's a result of self-doubt. Other reasons ...

CSC contributes to global ESG think tank

DARREN SNYDER  |  FRIDAY, 23 DEC 2016
... are not driven by short-termism and executive compensations that are explicitly linked to achieving long-term investment goals of asset owners," the statement said. The statement said it acknowledges climate change as most significant topic in the global ...

Fintech grows through adviser platform

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
... platform allows advisers to automatically create tailored, multi-asset class portfolios which are matched to a client's goals and risk profile. It can then execute the trades in under one hour. Macrovue co-founder and chief executive Sid Sahgal said ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... named AMP Advice, the new business is integrating face-to-face adviser experiences with new technologies designed to make "goals-based advice more accessible to more Australians." New clients will work with "goals coaches" to identify goals - both from ...