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Showing 1121 - 1130 of 1539 results for "Goals"

Infocus launches free robo-advice solution

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
... earnie.com.au will love its flexible, easy-to-use interface and education and support tools that help users meet their financial goals. earnie.com.au really is about simple, smart investing, allowing users to set their money free. Best of all, earnie.com.au ...

Multi-asset mandate reflects investment environment

DARREN SNYDER  |  TUESDAY, 5 JUL 2016
... will help our investors weather these market conditions and provide them with a greater chance of meeting their long-term goals," Heine said. Russell Investments managing director private client services, Siva Sivakumaran, said: "Netwealth clearly pride ...

UniSuper creates member comparison tool

DARREN SNYDER  |  WEDNESDAY, 29 JUN 2016
... suggestions - from suggesting the use of a budget planner, to consolidating accounts and helping the member reach their retirement goals. UniSuper chief executive Kevin O'Sullivan said retirement adequacy remains a key issue facing the super sector with ...

Fiduciary fund debuts on key platforms

KERRIE SYDEE  |  TUESDAY, 28 JUN 2016
... looking to take a best practice approach to risk management to improve the probability of achieving their clients' financial goals," McClure said. "They understand the benefit to their clients of equity market neutral investing, particularly in this ...

Morningstar reappointed as CBA advice research provider

KERRIE SYDEE  |  FRIDAY, 24 JUN 2016
... strengthen our advice process by implementing the objective-based advice model, which puts our customers' personal and lifestyle goals at the centre of the advice provided. To ensure its success we need to bring our financial advisers the best possible ...

Objectives-based investing under the spotlight

DARREN SNYDER  |  TUESDAY, 21 JUN 2016
... meet or exceed their objectives over the long term, and enable investors to achieve their investing and retirement savings goals," Murphy said. Murphy added the drawdowns suffered in 2008 by multi-asset funds using a strategic asset allocation approach ...

Investors looking to real estate over infrastructure

KERRIE SYDEE  |  TUESDAY, 21 JUN 2016
... sustained low oil price, Asian sovereign investor confidence remained stable as they continue to pursue long term investment goals through strategic asset allocation. New funding accounted for 12% of assets on average for Asian sovereigns, with only ...

MyPlanner streamlines back-office for 175 advisers

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
... objectives-based advice to their clients, which requires a lot of face-to-face time to truly understand their needs and goals. "And yet all-too-often advisers get bogged down in unproductive - though critical - back-office duties." Sheehan added: "We ...

NZ Super appoints two board members

DARREN SNYDER  |  THURSDAY, 2 JUN 2016
... with a gross return to date of about 48% per annum. Gormly said the sale reflected the achievement of the fund's original goals for its private-equity style investment in Z Energy. The NZ Super Fund initially invested NZ$209.8 million in purchasing Z ...

HNW investors value role of advisers

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
... aged from 40 to 75 ("investors") and 1,267 high net worth investors aged 18 to 39 ("millennials") about their investment goals across 19 global markets. The survey found that the number of Australian investors seeking financial advice had increased by ...