Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 101 - 110 of 235 results for "Financial goals"

William Buck merges with sixth firm

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... that clients of both firms will now have access to an expanded team of advisers to realise their business and financial goals." Merging with BR Wellington will strengthen William Buck's offering to Victorian clients that operate in property or are ...

Vanguard Australia appoints new managing director

KANIKA SOOD  |  FRIDAY, 10 SEP 2021
... Vanguard super next year will be an exciting step forward on that journey to help Australian investors achieve their financial goals."

ASI appoints Asia Pacific wholesale head

KANIKA SOOD  |  THURSDAY, 12 AUG 2021
... team at a time when our clients are increasingly seeking sustainable and outcome-oriented solutions to meet their financial goals," ASI's head of distribution for Asia Pacific Andrew Hendry said. "David brings an established track record in wholesale ...

Broken advice industry shuns everyday Aussies: AFA

KARREN VERGARA, ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... their financial adviser. Financial advice is a people business helping the clients to understand the personal and financial goals... The increase in compliance burden means that they are spending less time now with their clients," Nowak said. Significant ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... information to connect on a deeper level with the client in follow up sessions and help create household values and financial goals. "At Lumiant, we are all committed to engaging the non-CFO spouse as we know they are the decision-maker in the family. ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... more Australian investors to invest in cost-effective diversified investment solutions to fulfil their long-term financial goals." Late last month, WealthO2 launched an app for financial advisers and their clients to help them manage their investment ...

Fisher Investments launches local HNW offering

ELIZABETH MCARTHUR  |  THURSDAY, 3 JUN 2021
... Fisher Investments has entered. "We're honoured to help Australian high-net-worth private clients achieve their financial goals through our tailored portfolio management services, world-class customer service model, and structure that always puts ...

IOOF awards $23bn passive mandate

JAMIE WILLIAMSON  |  TUESDAY, 18 MAY 2021
... milestone for Invesco's Australian business. We also look forward to supporting IOOF's clients in meeting their financial goals."

New Islamic advice group launches, hires from MSC

KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
... Australia. To date, they have not been able to access specialist advice or products designed to help them achieve their financial goals in a way that reflects their religious faith," said Hejaz Financial Services chief executive Hakan Ozyon. "By establishing ...

WTW commits to net zero

ELIZABETH MCARTHUR  |  FRIDAY, 16 APR 2021
... believe that working to achieve net zero by 2050 in our discretionary portfolios is completely consistent with the financial goals we have been given by our clients as climate change has the potential to impact returns across multiple asset classes. ...