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Showing 91 - 100 of 229 results for "Financial goals"

Millennials fastest growing SMSF cohort

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
... "All of this data is painting a picture of much greater interest from younger people in taking control of their financial goals," he said. SMSFs account for 10% of all AUSIEX accounts, but trading is double the expected amount compared to size. AUSIEX ...

myprosperity launches new platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 OCT 2021
... signed using myprosperity. "The financial services industry has always been about helping clients achieve their financial goals. myprosperity empowers our partners to do just this, and Rooms is the platform that will revolutionise how trusted advisers ...

Vanguard cuts fees

ELIZABETH MCARTHUR  |  THURSDAY, 30 SEP 2021
... broadly diversified funds is one of the many ways we continue to support Australian investors to achieve their financial goals," Vanguard Australia head of product Evan Reedman said. "We are pleased to pass on cost savings to our investors as the growth ...

JPMorgan Chase acquires financial planning platform

JAMIE WILLIAMSON  |  FRIDAY, 24 SEP 2021
... further this mission. Together, we can multiply our impact to help more students and their families achieve their financial goals and education dreams," Javice said. Chase already has strong ties to college communities in the US, with branches and ATMs ...

William Buck merges with sixth firm

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... that clients of both firms will now have access to an expanded team of advisers to realise their business and financial goals." Merging with BR Wellington will strengthen William Buck's offering to Victorian clients that operate in property or are ...

Vanguard Australia appoints new managing director

KANIKA SOOD  |  FRIDAY, 10 SEP 2021
... Vanguard super next year will be an exciting step forward on that journey to help Australian investors achieve their financial goals."

ASI appoints Asia Pacific wholesale head

KANIKA SOOD  |  THURSDAY, 12 AUG 2021
... team at a time when our clients are increasingly seeking sustainable and outcome-oriented solutions to meet their financial goals," ASI's head of distribution for Asia Pacific Andrew Hendry said. "David brings an established track record in wholesale ...

Broken advice industry shuns everyday Aussies: AFA

KARREN VERGARA, ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... their financial adviser. Financial advice is a people business helping the clients to understand the personal and financial goals... The increase in compliance burden means that they are spending less time now with their clients," Nowak said. Significant ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... information to connect on a deeper level with the client in follow up sessions and help create household values and financial goals. "At Lumiant, we are all committed to engaging the non-CFO spouse as we know they are the decision-maker in the family. ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... more Australian investors to invest in cost-effective diversified investment solutions to fulfil their long-term financial goals." Late last month, WealthO2 launched an app for financial advisers and their clients to help them manage their investment ...