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Showing 1211 - 1220 of 1540 results for "Goals"

Tax reform cannot be deferred any longer: AVCAL

DARREN SNYDER  |  TUESDAY, 2 JUN 2015
... Funds of Australia (ASFA) who said any changes to taxes on superannuation need to be considered against the objectives and goals of the system. ASFA is recommending a limit of $2.5 million be placed on the superannuation funds an individual can rollover ...

BNP launches EM equity fund in Australia

STAFF WRITER  |  TUESDAY, 19 MAY 2015
... Australia David Grybas said: "Our ambition and unrivalled strength in the emerging markets space should enable us to achieve our goals and also allow us to guide our clients' journey as they seek opportunities offered by the RMB internationalisation ...

ACSA awards best custody executives

LAURA MILLAN  |  TUESDAY, 19 MAY 2015
... contribution to raising industry awareness of the role of custody in financial markets. "ACSA has made major strides towards its goals through the ongoing work of our working groups, who facilitate collaboration and expertise-sharing to the benefit of ...

XTB launch opens corporate bonds to retail

DARREN SNYDER  |  THURSDAY, 14 MAY 2015
... the flexibility to select from specific corporate bonds with various maturities and yields to suit individual investment goals and timeframes. All coupons and principal re-payments made by the bond issuers flow straight through to the XTB investor. ACBC ...

SEC and FINRA issue robo warning

ALEX DUNNIN  |  TUESDAY, 12 MAY 2015
... and which investors provide, be aware that an automated tool's output may not be right for all of an investor's needs or goals, and investors should safeguard their personal information. Investors should also appreciate how automated investment tools ...

Midwinter unveils digital advice platform

ALEX BURKE  |  FRIDAY, 8 MAY 2015
... enable 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, reflecting a user's self-selected (but clearly explained) ...

NGS Super tool can help members move to SMSF

LAURA MILLAN  |  TUESDAY, 28 APR 2015
... responsibility to act in an ethical manner, educate our members and give them the advice that best suits their retirement goals, not ours."

Australians wary of new investments: Legg Mason

DARREN SNYDER  |  TUESDAY, 28 APR 2015
... risk tolerance for the opportunity to earn more income, compared to 66% of global investors. Asked about primary investment goals, 71% of Australians said their goal was to maintain a comfortable lifestyle later in life. More than 55% said they were ...

Lonsec launches modelling tool

MARK SMITH  |  FRIDAY, 24 APR 2015
Lonsec Research has launched a new tool to help advisers model goals and outcomes for individual clients. The 'Goals-Based Analysis (GBA) tool', is backed by actuarial research and allows financial advisers to analyse different investment strategies ...

AMP launches goals-based investment site

STAFF WRITER  |  THURSDAY, 19 MAR 2015
... Capital has launched a website to assist financial advisers in their conversations with clients about how to achieve their goals through different investment strategies. The site helps advisers identify the client's goals, risks and priorities. It also ...