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Showing 1271 - 1280 of 1541 results for "Goals"

AMP to launch integrated mobile app

JAMES FERNYHOUGH  |  FRIDAY, 31 JAN 2014
... technological solutions, AMP has also been working on simplifying the message to its super members by developing a "defined goals" approach to retirement savings, rather than a peer group comparison of performance, as part of its new MySuper offering. ...

Asset owners must embrace change

MARK SMITH  |  THURSDAY, 30 JAN 2014
... increasingly grappling with fresh demands on their governance and decision-making structures to meet their long-term performance goals. Organisational change is a useful mechanism by which asset owners can respond to these demands and improve their chances ...

China's still going but will it go slow-er?

BENJAMIN ONG  |  WEDNESDAY, 11 DEC 2013

Advisers risk losing clients, fail to target new ones

LAURA MILLAN  |  TUESDAY, 10 DEC 2013
... that they could better personally deal with. "The top things that an advice seeker wants are help setting their financial goals and ability to demonstrate expert advice on investment strategy, super and tax," CoreData head of Advice, Wealth and Super ...

YBR to service corporate super group clients

LAURA MILLAN  |  MONDAY, 2 DEC 2013
... starting point, we can begin introducing people to solutions that will help them achieve their short and long term financial goals." Super Advice Services provides corporate super and insurance solutions to over 200 companies in Australia and New Zealand. ...

Canberra adviser rolls out pilot project to engage GenYs

LAURA MILLAN  |  MONDAY, 2 DEC 2013
... management decisions and it is aimed at "people who are at an early stage of their careers but are ready to have long term goals." Rather than planning for retirement or managing portfolios, the focus is on "spending and saving cash so in the future ...

Feds speak Fedspeak yet again

BENJAMIN ONG  |  WEDNESDAY, 13 NOV 2013

Investment industry urged to put society first

MARK SMITH  |  THURSDAY, 24 OCT 2013
... thinking is threatening traditional business models which had too often put profits ahead of meeting investors' financial goals. "Mainstream asset management businesses are being nibbled away by low cost exchange traded funds on one side and hedge funds ...

Advice main concern in FOS investment disputes

LAURA MILLAN  |  WEDNESDAY, 23 OCT 2013
... complained the advice they had been given was inappropriate - that it did not properly accord with their financial position, goals and tolerance of risk," the report says. As many as 62% of managed investment disputes involved a financial planner and ...

Pre-retirees won't meet goals without equities

MARK SMITH  |  THURSDAY, 17 OCT 2013
Investors approaching retirement will be unlikely to meet their income needs without a reasonable allocation to equities, according to investment professionals. Traditionally, investors approaching retirement have been advised to reduce their equity ...