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Showing 1361 - 1370 of 1541 results for "Goals"

Perpetual outsources central data hub

ELISE BURGESS  |  TUESDAY, 13 SEP 2011
... management of our data," said Mark de Courcey, general manager investment administration at Perpetual. "We've achieved our goals for the first stage of the project. With Cadis' best practice approach, we can continue to develop and evolve with the solution ...

Damned to default

BENJAMIN ONG  |  TUESDAY, 13 SEP 2011
... of GDP this year (10% of GDP according to The Economist Intelligence Unit), "as the government struggles to meet revenue goals." How in hell could you expect additional revenues when you've sacked thousand of private servants, lowered wages for those ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 7 SEP 2011
... after markets re-opened from a long holiday weekend with investors concerned that Greece would fail to meet debt-cutting goals and that Germany would drop support to the latest Greece bailout plan. The global jitters sent US government debt, a traditional ...

Christian Super launches e-coach

RACHEL DAVIS  |  FRIDAY, 2 SEP 2011
... money tips. The service also includes a Spending Planner to helps users develop a personalised annual spending profile and a Goals Planner which offers an easy to follow structure that focuses on the nine main lifestyle areas including financial, career ...

Short-termism crippling wealth management

ELISE BURGESS  |  WEDNESDAY, 31 AUG 2011
... everyone is not competing over the same time frame." Suggestions to move out of this approach were setting long-term strategic goals, extending performance measurement to five years or more, super fund investors lengthening time periods in which they ...

Advisers prep for 'back-to-basics' investing

ELISE BURGESS  |  MONDAY, 15 AUG 2011
... reweighted back to benchmark and ensuring various investment time frames are adhered to and reviewed will enable long term goals to be reached. "Understanding the rollercoaster of investor sentiment is also crucial to assisting clients as it is more ...

ETF provider wants to expand asset class range

ALISON BEVEGE  |  THURSDAY, 11 AUG 2011
... unfounded and that there was room in a vibrant market for both. Some managers even used ETFs to help achieve their portfolio goals, he said. There were 50 ETFs listed on the Australian Securities Exchange as of July, a 56.3% increase from the 32 ETFs ...

Market woes cause adviser headache

ALISON BEVEGE  |  THURSDAY, 4 AUG 2011
... has a financial plan: to retire, and then focus on whether the market falls are going to impact their long-term retirement goals.

Planning firm invests in property to widen appeal

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
... Complementing Wealth Management Partner's traditional financial advice model, REaffirm helps buyers to establish investment goals, through evaluating and managing property investments.

Telstra Super launches retirement campaign

MATT WOODINGTON  |  MONDAY, 23 MAY 2011
... strongly encourages users to make an appointment with a financial planner and receive personal advice on their situation and goals. The Road to Retirement offers quick, simple advice, particularly useful for members that have had little engagement with ...