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Showing 131 - 140 of 229 results for "Financial goals"

Superannuation a mystery to students: survey

KANIKA SOOD  |  THURSDAY, 10 JAN 2019
... six different employers before they turn 25. But because they're usually not thinking about their long-term financial goals, they'll go with whatever the default super fund is each time. In fact, 69.6% of students surveyed said they used the ...

BlackRock and Microsoft develop retirement platform

HARRISON WORLEY  |  TUESDAY, 8 JAN 2019
... technology in pursuit of the right retirement solution. "Today millions of Americans are struggling to achieve their financial goals for retirement," Nadella said. "Together with BlackRock we will apply the power of the cloud and AI to introduce new ...

UBS signs on Morningstar

KANIKA SOOD  |  WEDNESDAY, 19 DEC 2018
... investor-focused editorial, which we also publish on Morningstar.com.au, will help more investors to reach their financial goals." "Brokers, platforms and redistributors rely on Morningstar's extensive global market and equity data coverage to help them ...

AMP hires from MLC

KANIKA SOOD  |  THURSDAY, 1 NOV 2018
... recent years, John understands what advisers' value and require to support their customers in achieving their financial goals," Mahan said.

IOOF expands managed accounts offering

KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... them to create practice efficiencies allowing them more time to spend with their clients to cover their broader financial goals and needs. That can only be good for their clients." MPS via Pursuit Select is available to two of IOOF's licensees, Bridges ...

Banking remuneration practices to blame for misconduct

MICHELLE BALTAZAR  |  FRIDAY, 28 SEP 2018
... in terms of client service and compliance. Westpac has also moved from variable remuneration driven mainly by financial goals to variable rewards based on how staff met behavioural expectations as well as the risk and compliance requirements for their ...

Choice members worse off in retirement: Research

KARREN VERGARA  |  TUESDAY, 18 SEP 2018
... achieve a better outcome as they are tailoring their investment decisions to their personal circumstances and financial goals," Rice said. "However, our research shows that well managed MySuper products with low fees are likely to deliver better outcomes ...

New tech for the new advice world

JAMIE WILLIAMSON  |  TUESDAY, 4 SEP 2018
... platform that enables financial advisers and clients to co-create the advice journey, informed by the clients' financial goals, needs and behavioural habits. A key feature of the software is WealthMap which provides advisers and their clients with ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD  |  WEDNESDAY, 20 JUN 2018
... offering and track record in Asia Pacific. We think Quantifeed is well-positioned to help customers achieve their financial goals and financial advisers strengthen the customer experience," Sowerby said in a statement. Quantifeed provides B2B robo-advice ...

Westpac names customer relations executive

ALEX BURKE  |  FRIDAY, 18 MAY 2018
... world's great service companies, delivering superior customer service and helping our customers to meet their financial goals." "Appointing a group executive to oversee our customer resolution teams, alongside our corporate affairs and sustainability ...