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Showing 141 - 150 of 275 results for "Aspiration"

The goals-based opportunity

JAMIE WILLIAMSON  |  FRIDAY, 5 OCT 2018
Only 30% of Australians know what their goals in life are, revealing a significant opportunity for financial advisers using a goals-based approach. According to new research from Advice Intelligence, about 70% of Australians don't know what their goals ...

Boutique adds insto distribution lead

JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
A boutique fund manager is welcoming a former Deutsche Asset Management senior executive to a newly-created role. Nanuk Asset Management has appointed Stephen O'Brien as head of institutional distribution. Having been away from the industry for some ...

Integrity Life expands senior team

KARREN VERGARA  |  TUESDAY, 4 SEP 2018
Integrity Life continues its expansion trajectory with the appointment of two senior roles and a non-executive director. Integrity announced Mark McCrea is the new operations manager and Jacqueline Little takes on the head of product role. Joining from ...

HUB24 lifts targets

KANIKA SOOD  |  MONDAY, 20 AUG 2018
... levels, assuming consistent investment market returns and net inflow growth trends," it said in a statement. "This aspiration for HUB24's three-year growth is an uplift of on our expectations last year," it said. The platform provider said it expects ...

AMP Capital promotes real estate talent

JAMIE WILLIAMSON  |  MONDAY, 2 JUL 2018
... confident these changes support the firm's continual focus on delivering outstanding investment experiences and its aspiration to maximise opportunities for clients. "The changes align to our ambitious international and domestic growth strategy and ...

Lawyers slam life insurers in Royal Commission

KARREN VERGARA  |  FRIDAY, 6 APR 2018
The life insurance industry is failing to prove it can self-regulate via its two "deficient" codes, according to Maurice Blackburn Lawyers' submission to the banking Royal Commission. There have been more than 700 breaches of the Life Insurance Code ...

Xero appoints former Microsoft Australia chief

ALEX BURKE  |  MONDAY, 5 MAR 2018
Xero has named its new chief executive, succeeding founder Rod Drury. Steve Vamos will take the reins at Xero on April 1. Vamos is the former chief executive of Microsoft Australia and New Zealand as well as Asia-Pacific managing director at Apple. ...

Tax strategies boost retirement savings: Research

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2018
Tax-efficient strategies can boost retirement savings by more than $200,000 from accumulation to retirement phase, according to Parametric. The firm's latest research debunks the myth that trying to achieve tax efficiency within a super fund's equity ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
Protecting and transferring wealth between generations is prompting financial planners to provide more holistic solutions, a senior financial adviser warns. Australian Wealth Solutions principal Sam Zervides says financial advisers shouldn't dismiss ...

Soaring education costs require financial plan: Research

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
Research points to Sydney as the most expensive place to send children to school and in some cases the cost of tuition is exceeding average house prices - a vital investment decision by any means. The Australian Scholarships Group (ASG) Planning for ...