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Showing 1131 - 1140 of 1539 results for "Goals"

Adviser Network launches SMSFit

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
... SMSFit assesses the client's suitability for an SMSF based on a range of individual factors, from the client's investment goals and financial situation, to their understanding of performance benchmarking and relevant regulatory issues. SMSFit then generates ...

Dimensional launches ESG trust

MARK SMITH  |  THURSDAY, 26 MAY 2016
... people looking to incorporate their views on environmental, social and governance (ESG) issues into their long-term wealth goals. The new trust combines a systematic approach to sustainability with the firm's core equity methodology. It screens companies ...

One in four willing to switch advisers: EY survey

MARK SMITH  |  TUESDAY, 24 MAY 2016
... the key drivers of change, but the research also found a need for greater transparency around fees and a stronger focus on goals-based planning," Elias said. "Australian clients also indicated an increasing willingness to embrace new technology, with ...

Australians demanding robo-advice from super funds

ALEX BURKE  |  THURSDAY, 12 MAY 2016
... recommendations and 2.6 million who would use those services to get "a detailed recommendation on how to achieve their financial goals." Given that there are still 14.5 million Australians who aren't using (and don't intend to use) a financial planner ...

LGS appoints head of advice

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
... that he will be able to draw on this success at LGS," LGS chief executive Peter Lambert said. Lambert said that one of LGS' goals has always been to provide quality, personalised advice to its members, but he understands that clients want flexibility ...

Future Generation appoints CEO

ALEX BURKE  |  FRIDAY, 6 MAY 2016
... CEO. We look forward to her ongoing leadership and working with her to ensure FGG delivers on its financial and charitable goals. "We are delighted that FGG will continue to benefit from Chris' experience through his membership of the Investment Committee ...

Advisers encouraged to review changes carefully

KERRIE SYDEE  |  WEDNESDAY, 4 MAY 2016
... cap may mean that clients will need to "drip-feed contributions over a longer period of time in order to meet retirement goals."

Instos turn to smart beta in low-return world: SSGA

ALEX BURKE  |  FRIDAY, 29 APR 2016
... worldwide are turning to objective and factor-based investment approaches, such as smart beta, to meet their investment goals given the global low interest rate environment. This is one of the findings of State Street Global Advisors' Building Bridges ...

Australians short-changing themselves with cash bias

ALEX BURKE  |  TUESDAY, 26 APR 2016
... cash and short-term savings accounts and term deposits, but the truth is, they are unlikely to reach their superannuation goals with these investments alone," BT Financial Group general manager superannuation Melinda Howes said. She added: "Most Australians ...

BlackRock's Fink issues stark warning for global economy

MARK SMITH  |  TUESDAY, 19 APR 2016
... monetary policy intended to spark growth as consumers recognise the need to reduce spending to meet their retirement savings goals. "Taken in totality, these and other risks create a level of fragility in the global economy that we have not seen since ...