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Showing 91 - 100 of 1417 results for "Goals"

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
... has unique needs which evolve and we pride ourselves on delivering a genuine tailored offer to meet the current and future goals of each client," Lioutas said. Genium recently hired Tim Wong from Morningstar as a senior analyst. Wong joined former Morningstar ...

Will ASIC use AI for advice compliance monitoring?

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... technology which will assist financial advisers in matching the best advice strategy recommendations to the client's goals and objectives. Padua Recommend technology is leading the industry on this front but there will no doubt be other competitors ...

Innova backs using leverage in super for housing

ELIZA BAVIN  |  MONDAY, 17 JUN 2024
... be amplified by moderate leverage, can be managed," he said. "Most superannuation funds have met their long-term return goals: leverage could power up that wealth creation. The average super fund has posted a 7.3% annual return (or a real return of 4.5%) ...

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
... Fiducian executive chair Robby Southall said. "Their expertise and dedication to helping clients achieve their financial goals make them valuable additions to our network. We look forward to working together to provide exceptional service and support ...

CSLR makes inaugural payments

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... after receiving bad superannuation advice. AFCA found the advice was not tailored to reflect the couple's circumstances or goals. The adviser also poorly explained the risks failed to consider alternatives. A man from the Northern Beaches received about ...

IFM makes North American appointment

ELIZA BAVIN  |  TUESDAY, 11 JUN 2024
... Mody said. "I look forward to collaborating with our talented colleagues and helping our investors achieve their long-term goals." IFM is a global private markets specialist managing funds that are invested on behalf of working people through their investments ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... it's not just about retaining funds under advice but securing family values and what the next generation's family goals are. "It's about being human and not treating them as 'the kids of someone'. None of us want to be treated as ...

NZ Super awards mandate to Northern Trust

ANDREW MCKEAN  |  THURSDAY, 6 JUN 2024
... technology head Craig Cullen said. "Northern Trust has worked alongside our teams to understand our data and technology goals and ensure that the chosen components of their Data Warehouse Solutions support our objectives. "While it is still early days ...

Ironbark partners with HarbourVest to launch fund

ELIZA BAVIN  |  TUESDAY, 4 JUN 2024
... important at a time when HNW and institutional investors are looking for diversification, and liquidity, if their investment goals change," HarbourVest managing director and head of private client group in EMEA and APAC Simon Jennings said. "This new ...

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... CFP program requires you to apply yourself to a wide range of scenarios and strategies, while always keeping the needs and goals of clients paramount. I believe the program will continue to be a cornerstone in advancing the professionalism of our industry ...