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Showing 1151 - 1160 of 1539 results for "Goals"

New engagement tool for super funds

DARREN SNYDER  |  TUESDAY, 8 MAR 2016
... person in the first 12 months of membership, while others approach it differently. "We've got other super funds with key goals around customer satisfaction-type metrics such as net promoter scores. We've got super funds who, as part of their digital ...

Wealth forecasting engine announces Infocus as first client

DARREN SNYDER  |  MONDAY, 7 MAR 2016
... wealth forecasting engine will enable Infocus' clients to "more clearly formulate their financial and retirement savings goals and determine how they can more effectively work towards achieving them. They'll also benefit from the expertise of our investment ...

Survey shows people struggling to put more super away

MARK SMITH  |  MONDAY, 29 FEB 2016
... plan and the right help, guidance and advice is critical. "A financial plan can not only help you to achieve your immediate goals, it can also help make sure you're putting enough away for a comfortable retirement," Bourguignon said. The quarterly survey ...

AMP upgrades platforms

MARK SMITH  |  MONDAY, 22 FEB 2016
... been designed to provide advisers with the functionality and flexibility to evolve customers' investments with their life goals and circumstances. "MyNorth builds on the success and popularity of North and will appeal to younger customers who may have ...

Macquarie launches robo-advice service

ALEX BURKE  |  THURSDAY, 18 FEB 2016
... OwnersAdvisory provides custom portfolio advice across all standard asset classes, determining allocation based on personal goals and a generated risk profile. It sources solutions from a database of over 30,000 investment products. Users of the service ...

JBWere announces UBS deal

ALEX BURKE  |  TUESDAY, 19 JAN 2016
... oldest and most prestigious financial services firms in Australia to continue to help their respective clients achieve their goals. "The strategic partnership both strengthens our distribution network for equity capital market transactions and offers ...

Prime Super awards multi-asset mandate

ALEX BURKE  |  WEDNESDAY, 13 JAN 2016
... Absolute Return Fund will be able to provide our members with the returns that they need to achieve their future retirement goals." PineBridge Australia managing director Clint Grobler added: "We are seeing superannuation funds and institutional investors ...

Prime Super awards insurance mandate to CommInsure

MARK SMITH  |  TUESDAY, 12 JAN 2016
... partnership takes effect on 1 May 2016. "This is an exciting change to the group life insurance arrangements for Prime Super. Our goals in undertaking this tender process were to simplify and streamline our offering, to improve the sustainability of ...

AFA winner highlights retirement fears

ALEX BURKE  |  THURSDAY, 17 DEC 2015
... looking for value and meaning in their lives once they stop working, and we need to help them with that by making those goals clear and then bringing the money piece into that. We're acting more as coaches than advisers," he said. To address the issue ...

Aussies don't want gift of super this Christmas

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
... managing stable cash-flow particularly throughout the Christmas and New Year period in order to meet longer term saving goals. "Clearly the cost of raising a family is an important factor. The summer season is a particularly expensive time - with additional ...