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Showing 1191 - 1200 of 1541 results for "Goals"

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 ...

NAB launches robo-advice platform

ALEX BURKE  |  THURSDAY, 10 SEP 2015
... initially be made available to 40,000 NAB internet banking users, who will be surveyed about their financial status and goals. Based on that information, Prosper will generate what NAB's statement described as a "tailored, personalised assessment - with ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... that point yet. They don't have sufficient cashflow to be looking to invest, or the investment doesn't align with their goals. It's not that they don't like them - they're not using a different form of investment; they're just not investing." While Hamilton ...

Industry fund competes directly with advice networks

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
... benefits that quality financial advice can make in helping members - at any stage of their life - achieve their financial goals," UniSuper's executive manager of advice Jack McCartney said. "Our membership base is unique, they are engaged, well-educated ...

High expectations suggests need for retirement advice

DARREN SNYDER  |  MONDAY, 17 AUG 2015
... said if looking at people's willingness to make extra contributions and their willingness to take on risk in retirement goals or plans "we see healthier outcomes for people who have received advice." "If you ask people whether they think it's good to ...

Cbus moves insurance to TAL

DARREN SNYDER  |  FRIDAY, 7 AUG 2015
... billion fund. "The distinguishing piece for us in TAL's tender was their capacity to partner with us to achieve our strategic goals of providing a member-centric experience across the fund's services," Atkin said. "TAL's systems and services are already ...

Financial advice is a boring game

ALEX BURKE  |  THURSDAY, 30 JUL 2015
... client's assumptions, concerns and experiences, then exploring possible outcomes. After that, solutions are presented based on goals and priorities, and then implementation is tactically monitored and periodically renewed. "Every game has unintended ...

Wealth Enhancers departs Synchron, goes independent

ALEX BURKE  |  TUESDAY, 28 JUL 2015
... Enhancers' business model was less about "building wealth for the sake of building wealth" and more focused on meeting the goals and values of their younger client base. Specifically, this involved more work in the "coaching and accountability" space ...

Northern Trust wins NZ Super mandate

MARK SMITH  |  TUESDAY, 14 JUL 2015
... Fund and look forward to helping them obtain efficient market exposure to their designated index, whilst supporting their goals for socially responsible investing." The appointment follows Northern Trust's recent decision to establish an asset management ...

LGsuper appoints chief digital officer

DARREN SNYDER  |  FRIDAY, 10 JUL 2015
... creating this role, we are also cognisant of how IT and marketing functions can work more closely together to achieve these goals," Todd said. LGsuper is the fund for current and former Queensland local government employees and their spouses. The fund ...