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Showing 111 - 120 of 230 results for "Financial goals"

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' ...

Vanguard launches simplified investment platform

HARRISON WORLEY  |  WEDNESDAY, 1 APR 2020
... services direct to local investors. "For more than 20 years Vanguard has helped Australians work toward their financial goals, but we recognise that we could make investing with us a more seamless experience," Kolimago said. "Both the new website and ...

Consumers trust Google over advisers: NobleOak

ALLY SELBY  |  TUESDAY, 25 FEB 2020
... NobleOak has found close to half of all consumers are turning to the internet over advisers for guidance on their financial goals and needs. It points to the digital revolution and fallout from the Royal Commission as key reasons for this shift in consumer ...

Factor investing, sustainability a perfect match

ALLY SELBY  |  THURSDAY, 20 FEB 2020
... though you exclude these types of companies." Robeco said this factor-led approach allows investors to meet their financial goals while also staying true to their ethical values. "This kind of approach enables quantitative asset managers to create an ...

Value disconnect damages adviser relationships

ALLY SELBY  |  WEDNESDAY, 19 FEB 2020
... and explains financial concepts well', 'presents themselves in a professional manner', and 'helps me reach my financial goals'. Morningstar said the research proved that investors value the technical side of financial advice more than its benefits. This ...

Bennelong announces executive hires

ELIZA BAVIN  |  WEDNESDAY, 19 FEB 2020
... said. "In his new role in Australia, he will work closely with me to help Bennelong achieve its strategic and financial goals as we move into the next phase of our growth." Both Bennelong and BennBridge are part of the BFM Group, an investment company ...