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Showing 1071 - 1080 of 1539 results for "Goals"

BlackRock to combine insto and retail distribution teams

ALEX BURKE  |  MONDAY, 21 NOV 2016
... they strive to meet regulatory guidelines, cope with a lower-return environment and help their clients achieve long term goals. "Jason has led a successful institutional business over the past three-and-a-half years, and his experience in the wealth ...

Trump's helping hand

BENJAMIN ONG  |  MONDAY, 21 NOV 2016
... policy relatively abruptly to keep the economy from significantly overshooting both of the Committee's longer-run policy goals. Moreover, holding the federal funds rate at its current level for too long could also encourage excessive risk-taking and ...

SuperConcepts and DomaCom align

DARREN SNYDER  |  FRIDAY, 18 NOV 2016
... for our SMSF clients with an appetite for property investment." DomaCom chief executive Arthur Naoumidis said: "One of our goals in establishing DomaCom was to introduce some of the equity market concepts to the property asset class, in particular for ...

Lifeplan bond 'highly recommended'

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
... great way for advisers to demonstrate the value of advice to younger clients, who want help achieving their medium term goals and meeting cost of living challenges," Walsh said. "There remains a lot of mythology about scholarship fund style products. ...

Japanese bank Nomura ups ante in robo-advice

MICHELLE BALTAZAR  |  THURSDAY, 17 NOV 2016
... recommends model portfolios based on the investor's answers to a series of questions relating to their financial situation and goals. But unlike other robo-advice products already available in the Japanese market, Nomura's version has a couple of additional ...

AMP Capital execs depart in investment shake-up

ALEX BURKE  |  WEDNESDAY, 16 NOV 2016
... strategy across the global equities and fixed income team. The strategy is about helping our clients meet their investment goals with more confidence, through generating differentiated sources of investment return, while also delivering more value. "I ...

Aussie start-up wins $500m impact investing mandate

MICHELLE BALTAZAR  |  WEDNESDAY, 16 NOV 2016
... projects, GII is working with the UN in devising impact investing strategies that best suits the UN's Sustainable Development Goals (SDG). Prior to setting up GII, Gunesekera was Head of Third Party Sales at Principal Global Investors. He has also worked ...

HLB Mann Judd expands in WA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... service, with a commitment for first class advice and a hands-on approach to assist clients realise their individual financial goals. Perth HLB Mann Judd managing partner Norman Neill said the culture is a perfect fit for both firms and will add value ...

Robo-advisers friend not foe: Cerulli

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... turmoil, households continue to seek advice from a professional who can help them manage the turbulent times by focusing on goals and staying the course versus making panicked decisions that will have a negative impact on a portfolio."

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
... and will provide clients with a login to a personalised portal that will hold information on their portfolios, assets and goals. The platform is designed to provide clients with the convenience and flexibility of viewing their wealth information online ...