Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1341 - 1350 of 1541 results for "Goals"

Perpetual Private names new group exec

MELANIE TIMBRELL  |  MONDAY, 21 MAY 2012
... advised financially successful Australians on their personal and philanthropic endeavours, helping them realise their wealth goals. Mark understands that maintaining Perpetual's indisputable reputation and fiduciary focus in the most cost effective manner ...

Super potential underrated by Aussies

ELISE BURGESS  |  TUESDAY, 10 APR 2012
... fact that many are decades away from accessing this capital. We expected them to be more focused on shorter term financial goals such as owning a home or new car." According to the research, the rising cost of living was the main issue for their savings ...

Pre-retiree client strategies fall short: survey

ELISE BURGESS  |  THURSDAY, 29 MAR 2012
Only two-thirds of pre-retiree adviser clients are on track to meet their retirement goals, according to a survey of over 1,000 financial planners. The Investment Trends December 2011 Retirement Planner Report surveyed 1,027 financial planners in December ...

Gen Y aiming high: REST

CLAIRE MCGREAL  |  TUESDAY, 13 MAR 2012
... "wealth style" of 600 18 to 30 year olds to better understand their work ethic, salary expectations, and home ownership goals. The study found more than 75% of Gen Ys expected to live a comfortable or very comfortable lifestyle, with 15% expecting to ...

Growth in popularity of lifecycle strategies: PIMCO

CLAIRE MCGREAL  |  WEDNESDAY, 29 FEB 2012
... head of PIMCO Australia, said super fund members become more risk averse when nearing retirement. "To meet these changing goals, we believe super funds can play an important role in helping members transition into more appropriate, income oriented investments ...

Conflict of interest still key issue: ASIC shadow shop

CLAIRE MCGREAL  |  TUESDAY, 21 FEB 2012
... Australia (FPA), the FOFA legislation as it stands represents a missed opportunity, and that while the FPA shared ASIC's goals to reform the industry, the association was concerned about the solutions and the "consequences of how it might be applied". ...

Market Wrap - Morning

AAP  |  TUESDAY, 14 FEB 2012
... trading drops by around a half during the World Cup, according to a report published by the European Central Bank, with goals halting trading activity even further. FRANKFURT - German stock market operator Deutsche Boerse says its net profit doubled ...

ipac Securities-owned firm expands with two acquisitions

ELISE BURGESS  |  THURSDAY, 9 FEB 2012
... on the needs of our clients, have us well placed to help people make better financial choices to achieve their lifestyle goals," said Ryan. TFS Financial Planning has $390 million FUA and has been under ipac securities ownership since 2003. "With a large ...

AMP upgrades online functionality

CLAIRE MCGREAL  |  THURSDAY, 2 FEB 2012
... experience aims to facilitate this process by educating people on super and insurance, assisting them to set retirement goals, and arming them with options that allow them to take action," said AMP director of business marketing, Cam Cimino. Improvements ...

Fiducian acquisition expands planning business

CLAIRE MCGREAL  |  MONDAY, 30 JAN 2012
... managing director, Indy Singh. "We are looking forward to serving these clients and helping them achieve their financial goals through sound advice." State Trustees is the largest administrator of deceased estates in Victoria, with other ervices including ...