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Showing 111 - 120 of 235 results for "Financial goals"

NZ overhauls regulation of advice

JAMIE WILLIAMSON  |  FRIDAY, 19 MAR 2021
... financial outcomes." "The new regime will give consumers greater confidence to seek advice that will help with their financial goals, providing them with greater trust in the quality of that advice." The reforms have been in the works for several years ...

Goldman Sachs launches robo-adviser

KARREN VERGARA  |  FRIDAY, 19 FEB 2021
Goldman Sachs has launched a robo-investment offering that helps retail clients achieve their financial goals by automatically rebalancing their portfolios with the use of exchange-traded funds. Marcus Invest offers over 50 ETF products invested in ...

COVID-19 lockdown swells financial stress

ANNABELLE DICKSON  |  MONDAY, 14 DEC 2020
... saving an additional 5% for a rainy day. Following the second lockdown in Melbourne 35% of workers created new financial goals, up 8% prior to the lockdown. "Encouragingly, the research also shows that many Australians have used the stress caused by ...

Vanguard launches new ESG offerings

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 OCT 2020
... want funds that are consistent with their values without having to make the trade off with performance or their financial goals, and we continue to seek ways to deliver on that need," Reedman said. "These products, when used in combination with our existing ...

Six Park, Rollit Wealth announce partnership

ALLY SELBY  |  MONDAY, 28 SEP 2020
... committee, he said. "We believe this is a great investment approach for everyday Australians seeking to achieve their financial goals," MacLeod said. In the low interest rate and volatile market environment, many Australians see an opportunity to invest ...

MLC cuts fees, commissions

ELIZABETH MCARTHUR  |  FRIDAY, 25 SEP 2020
... will be effective from 2 November 2020. "We're committed to giving you the best opportunity to reach your financial goals. That's why we're continuing our efforts to improve our products-for the benefit of you and all our investors," MLC ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... less time is spent collecting data and more time is spent on creating a plan to help the client achieve their financial goals. It also reinforces our commitment to continue to innovate in the space and build new advice delivery methods." Also commenting ...

IOOF buys MLC Wealth for $1.4bn

ELIZA BAVIN  |  MONDAY, 31 AUG 2020
... brings together a combined culture and common purpose of community spirit and supporting people to achieve their financial goals," he said. "The combination of IOOF and MLC brings wide-ranging capabilities, technical expertise and a purpose driven mindset ...

Roar Software bolsters team, partners with Milliman

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... tool is easy to use and presents advisers with access to robust modelling designed to help clients achieve their financial goals." Roar Software previously traded as YTML Consulting, and features CRM, file notes and document generation with a subscription-based ...

Generation gap opens up in financial advice

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JUL 2020
... respondents agreeing they need to review investments to better manage risk. Separately, 42% said their retirement and financial goals had been impacted by COVID-19 with likely downstream consequences. The report found that nearly half of respondents' ...