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Showing 1061 - 1070 of 1540 results for "Goals"

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 ...

Managed accounts and goals based advice prompts name change

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
The rise of managed accounts and goals based advice will see the Association of Real Return Investment Advisers (ARRIA) begin 2017 with a rebrand. Now known as the Association of Goals Based Advice (AGBA), the name change is representative of advisers ...

Investment managers must find purpose, not performance

JAMIE WILLIAMSON  |  MONDAY, 12 DEC 2016
... describe their work as a job, career or calling. It identified 'phi' as the alignment of purpose, habit and incentives with the goals and values of the individual respondents, their clients and workplace. It is directly linked to client satisfaction ...

Super clarity presents adviser opportunity

KERRIE SYDEE  |  FRIDAY, 9 DEC 2016
... system in the last decade they present an opportunity for financial advisers to help clients navigate their way to achieving goals. The largest of the changes will apply from July 2017 and will see a maximum of $1.6 million that can be transferred into ...

New chair at LGIAsuper

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2016
... said he is looking forward to taking on the new role, and that the fund's objective to help members achieve their financial goals remains the same. "I am excited to have the opportunity to lead and work in closer partnership with the board and executive ...

QSuper on track to become public offer

DARREN SNYDER  |  THURSDAY, 1 DEC 2016
... responsibility we take very seriously," Pennisi said. "Our single-minded focus is on helping every one of them reach their financial goals, both now and into retirement, and that will not change. "At QSuper, our members come first and we will continue ...

Bridges partners for financial education

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... Supporting disadvantaged students to make informed financial decisions will help them to plan and achieve their financial goals. "Thanks to our partnership with Bridges Financial Services, thousands more disadvantaged students will have the opportunity ...

FinaMetrica partners for risk profiling

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
... client's risk tolerance to help advisers deliver suitable investment advice and encourage clients to achieve their financial goals. The risk tolerance methodology has been introduced as part of FE's asset allocation tools and will allow advisers to make ...

Morningstar hires insto business development head

ALEX BURKE  |  THURSDAY, 24 NOV 2016
... that use our investment solutions to add value to their business, and help their investor clients achieve their financial goals."

Future of advice is bionic, not robo

KERRIE SYDEE  |  THURSDAY, 24 NOV 2016
... advice. "The power of technology can really enhance what advisers do, they may only have capacity to see 200 clients but there goals is to service more clients and we absolutely believe the power of technology will help them to that," Chun said. "Our ...