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Showing 1091 - 1100 of 1541 results for "Goals"

NGS inks deal with advice firm

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
... engagement. "Our goal is always to help members secure their financial futures. This is achieved by understanding their goals and ensuring that they make appropriate financial decisions to secure their future from a whole of wealth perspective. A key ...

AMP launches new advice business

ALEX BURKE  |  WEDNESDAY, 5 OCT 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 ...

IOOF upgrades Pursuit functionality

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2016
... advisers, because it will allow them to automatically keep clients' portfolio asset allocations in line with their investment goals. Advisers will be better able to manage client expectations, maintain risk profiles and reduce portfolio volatility." ...

Adviser feedback drives Elevate Online refresh

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
... to serve and, importantly, give them more time to have quality conversations with customers, helping them achieve their goals," Johnson said.

Keep super ship steady in rocky markets: CIO

DARREN SNYDER  |  WEDNESDAY, 14 SEP 2016
... decision and it could go wrong. Stay true to your risk profile and keep the ship steady as you head towards your long term goals."

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... a dangerous situation to be in. In an attempt to address this, advisers, product providers and licensees are turning to "goals-based investing" - also known as "objectives-based investing". Like many financial services terms, the relatively prosaic name ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... think, currently, women don't like the product and sales nature of the industry - they like the softer side which is the goals-based investing and helping you through your life and that's actually where all the value lies. The industry has long been ...

Alpha-beta split allows better asset allocation

DARREN SNYDER  |  THURSDAY, 8 SEP 2016
... members' liquidity, risk and fees. It makes sure we are transparent and justifies the people we hire to try and achieve these goals," McHugh said. She explained the dynamic asset allocation is a systematic process for the day it sees signals to buy or ...

Act now to ensure super sustainability: Cooper

MARK SMITH  |  TUESDAY, 6 SEP 2016
... savings system." Cooper said he believed there were "three critical actions" that needed to take place for super to meet its goals: a bipartisan approach; uncoupling the long term savings system from an annual Federal Budget cycle; and the industry working ...

Mason Stevens delivers new SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
... produced a white paper aimed to assist advisers in building goal-based portfolios, exploring the difference between investment goals and financial goals and the various investment structures available in meeting these objectives. The paper also highlights ...