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Showing 1221 - 1230 of 1541 results for "Goals"

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 ...

Only a quarter of Australians contributing to reach retirement goals

ALEX GAMBOTTO-BURKE  |  FRIDAY, 27 FEB 2015
... surveyed 1,358 fund members to gauge customer satisfaction and analyse member trends concerning financial needs, retirement goals and interest in SMSFs. According to the results, the primary reason (50%) Australians aren't contributing more to their ...

Equity Trustees boosts profit

ALEX GAMBOTTO-BURKE  |  FRIDAY, 27 FEB 2015
... proceeding to plan," EQT managing director Robin Burns continued. "We are confident that the objectives we set out as our goals at the start of the acquisition process will be achieved. In addition I am glad to note that organic business growth continued ...

Equip Super partners with SuperFriend

STAFF WRITER  |  THURSDAY, 26 FEB 2015
... "Self-confidence and a positive outlook encourage people to take charge of their future, including setting clear personal and financial goals and developing roadmaps for achieving them," Equip Super executive officer of strategic marketing and communications ...

Investor sentiment shifting overseas

ALEX DUNNIN  |  WEDNESDAY, 25 FEB 2015
... economic practices in Australia are still operating on 'old school' models. Against these challenges, achieving the two core goals for most investors of safe yield and growth will be harder. Minack said the very low volatility in stock markets in 2014 ...

Risk not the endgame

ALEX DUNNIN  |  WEDNESDAY, 25 FEB 2015
... house had to restructure its portfolio management businesses. This background combined with how their fund is achieving its goals is prompting Carlton and Parker to now explore how to take the scalable fund to a broader audience.

Spring FG promotes two execs to state manager

MARK SMITH  |  TUESDAY, 24 FEB 2015
... hands-on experience in providing clients with tailor-made financial solutions through assisting them in articulating their goals, and turning those goals into actions," Spring FG managing director Keith Cullen said. Oren, who joined Spring FG in 2012 ...

Advisers add 3% returns for clients: Vanguard

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
... statement, it is real and represents the difference in clients' performance when they remain disciplined and focused on financial goals over long-term periods of time," the research paper said. Vanguard investment strategy group principal Francis Kinniry ...

Assistant Treasurer to consult with financial advice stakeholders

ALEX BURKE  |  FRIDAY, 20 FEB 2015
... "[W]e need to come together as a profession but we also need to have government and regulation working towards the same goals to create real change and ensure that professional financial planners are recognised for the important community service they ...

Centuria reports 6.6% growth in net assets

ALEX BURKE  |  FRIDAY, 20 FEB 2015
... and declared a 6.6% growth in net assets and an interim fully-franked dividend of 2c, to be paid on 26 March. Strategic goals reached during the period include Centuria's listed property funds management division's IPO of the $143 million Centuria Metropolitan ...