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Showing 1501 - 1510 of 1541 results for "Goals"

ASIC launches consumer guide about planners

... who suits your needs will help you feel more in control of your finances and more confident about achieving your financial goals. Armed with the right questions and knowing what to expect, people will be better able to experience the benefits which come ...

ClearView to Coin software for planners

... supported the Coin system. "We believe Coin will greatly assist our adviser in helping our clients achieve their retirement goals and provide them with the highest quality of advice." Coin Software is a financial planning system, which includes a web-enabled ...

Saint to solve the SMSF investment strategy nightmare

... and measure risk in terms that have direct meaning to their investment strategy and its capacity to deliver their defined goals and objectives," he said. Sinclair however says that SMSF trustees are not naive about how to invest their SMSF's assets but ...

Goldman Sachs choose greener pastures

... that what is striking about Goldman's policy is that it is the first-ever policy among financial institutions to include goals relating to clean water, flood control, pest regulation and disease regulation. Far from a token tree-hugging gesture, Goldman's ...

Paraplanners gain ground

... abilities to help build relationships with clients and to develop and implement strategies that assist them in achieving their goals." He added, "The State winners of the Paraplanner of the Year awards have also demonstrated a strong commitment to developing ...

ASIC chairman talks about governance and er, bullfrogs

... fundamental factor in many of the corporate scandals that the regulator witnessed over recent years. "One of ASIC's key goals over the next five years is to strengthen the integrity of Australian corporations by acting against corporate and financial ...

Financial Wisdom on target to exceed 400 advisers

... Services said that they needed a dealer group to support their business and Financial Wisdom best represented their future goals. "We needed to position our practice with a dealer group that had the same vision for the future in terms of investment choice ...

More women bring home the bacon: NAB

... private banking arm has said this is partly due to some women delaying marriage to pursue both professional and personal goals. "The median age for women to get married today is 28, which means there are many young women in Australia with a significant ...

S&P rates Macquarie's Fusion Funds

... however caution that potential investors should be realistic, and consider whether the fund could match their investment goals. "Investors should first decide whether one of the managed funds offered meets their investment objectives, and then determine ...

Book delivers message: Nice Girls Don't Get Rich

... change their pre-programmed, psychological behavior if they want to get ahead financially and stop damaging their monetary goals. This is the message in a new book by American bestselling author, Lois Frankel. Frankel's book, 'Nice Girls Don't Get Rich' ...