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Showing 1181 - 1190 of 1540 results for "Goals"

AMP trials tech-based advice solution

MARK SMITH  |  MONDAY, 12 OCT 2015
... that the new tool centres on what it calls, "breakthrough 'What if' technology" which allows customers to explore their goals with a swish of the hand. "You can pick them up, move them around, or even create new ones of your own," it says. It terms of ...

Morningstar nabs senior equity analyst from J.P. Morgan

MARK SMITH  |  THURSDAY, 8 OCT 2015
... enhance our equity research offerings to local investors to help them make better investing decisions to reach their financial goals. Joel's new role signals our commitment to investing in our portfolio management capabilities and providing leadership ...

AIA appoints group insurance chief

ALEX BURKE  |  THURSDAY, 1 OCT 2015
... "Importantly, she provides the team, our clients and our partners with not only the experience required to deliver on the strategic goals of the business, but also good stability and continuity as she has already been acting in the role over the past ...

Equipsuper invests in fintech, robo-advice firm

LAURA MILLAN  |  MONDAY, 28 SEP 2015
... Clover is a Melbourne-based financial technology company that offers an automated investment service. The platform adopts a goals-based approach to advice provision and portfolio construction, using its proprietary algorithms to create customised portfolios ...

FEATURE: Inflation plus investing

LAURA MILLAN  |  FRIDAY, 25 SEP 2015
... this will increase your risk." Even if managing risk has become central to investing, institutions must keep in mind the goals of their investors and members. "Instead of figuring out their risk profile first, you need to understand their goals. Then ...

Fed will lift later this year if...

BENJAMIN ONG  |  FRIDAY, 25 SEP 2015
... likely end up having to tighten policy relatively abruptly to keep the economy from significantly overshooting both of our goals. Such an abrupt tightening would risk disrupting financial markets and perhaps even inadvertently push the economy into recession. ...

Midwinter gives Dover discount digital advice

STAFF WRITER  |  THURSDAY, 24 SEP 2015
... enables clients of AFSLs to self-process simple scaled advice tasks based on specific investment objectives or broader "life goals". Goals and outcomes are then represented visually in the system. Because Dover allows its subsidiary practices to choose ...

Link Group shuffles board

ALEX BURKE  |  WEDNESDAY, 16 SEP 2015
... innovation to draw upon as we continue to grow. We look forward to working closely with the new Directors to achieve our goals."

Star global equity manager to launch in Australia

MARK SMITH  |  TUESDAY, 15 SEP 2015
... initiative creates a virtuous circle. That's a good place to start. "Our goal is to help investors achieve their long-term goals. A key differentiator is the way we blend top-down macroeconomic analysis and theme development with bottom-up stock selection. ...

Pension and retirement strategies a global problem

DARREN SNYDER  |  FRIDAY, 11 SEP 2015
... toward consumer empowerment forward, but it is only one piece of the puzzle. "Helping consumers' achieve their financial goals will require leaving behind the paternalistic approach of the defined benefit system and taking a complete view of their financial ...