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Showing 141 - 150 of 235 results for "Financial goals"

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 ...

Only 17pct of Aussie families seek advice: St.George

HARRISON WORLEY  |  TUESDAY, 15 MAY 2018
... account might lead to better budgeting. "Opening up a joint account is a great way for parents to share mutual financial goals and keep track of their household spending, and conversely combining savings into one account can help boost their savings," ...

Women less prepared for retirement: BTFG

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... their confidence in managing their super and investments, helping them take a more active role in achieving their financial goals," Howes added. Recently BT released research highlighting millennials as optimistic about their future despite the rising ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... and research shows that people who work with a CFP professional generally feel more confident in achieving their financial goals," De Gori said. He added the CFP designation is the only financial planning designation recognised worldwide that requires ...

Client engagement tool gains ground

JAMIE WILLIAMSON  |  FRIDAY, 9 FEB 2018
... advisers to white label its platform to provide clients with an interactive portal where they can explore their financial goals, spending habits and retirement readiness. The client is offered a personalised journey that will ready them for a face-to-face ...