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Showing 161 - 170 of 235 results for "Financial goals"

Multi-member SMSFs shun risky investments: Research

EMMA RAPAPORT  |  FRIDAY, 22 SEP 2017
... sure any investment decisions they make are in their best interests and will meet retirement and other long-term financial goals." Professor Ralf-Yves Zurbrugg from the University of Adelaide said academic studies have also shown that the desire for ...

Lower returns but higher balances for SMSFs

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... previously. "Even so, SMSF households are still better placed than most sectors of the community to meet their financial goals in retirement," McBirnie said.

Shaw and Partners leverages success to grow SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... investors more confidence that their goals will be achieved," he said. Anagnos added that people have various financial goals with varying time horizons and priorities, so by adopting a goals-based investment strategy each goal is managed with its own ...

Centrepoint forms fintech alliance

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
... and more accurate financial decisions to be made and promoting shared responsibility towards achieving client's financial goals. Following a review of the major cashflow solution providers in the market, Centrepoint head of technology Eoin McDonnell ...

Advice requires customisation: Research

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
... associate professor Carolin Plewa said. Plewa, who spoke at the FSC Leaders Summit, said while helping clients reach financial goals is important, it's also critical to think about whether or not an adviser's brand is delivered consistently. The more ...

Government paves the way for open banking

EMMA RAPAPORT  |  FRIDAY, 21 JUL 2017
... out products that better suit their circumstances, saving them money and allowing them to better achieve their financial goals. It will also create further opportunities for innovative business models to drive greater competition in banking and contribute ...

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
... support and training. "This is a great opportunity for an adviser to partner with their clients to achieve their financial goals," Fortnum practice technology manager Cassandra Mackay said. "We believe MoneySoft empowers our advisers with meaningful ...

Millennials choosing stock market over housing market

JAMIE WILLIAMSON  |  MONDAY, 19 JUN 2017
... investors have embraced online share investing as a means to take control of their finances and save for their financial goals. However, it's important that new investors understand the risks and benefits of the share market and that they are making ...

Financial stress rising in Australia

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
... demographics, millennials appear to be the most financial prepared as 49% state they always or often create plans to reach financial goals, while only 39% of Generation X respondents said the same. However, 18% of millennials admit to often or always ...

Sunsuper puts adviser trust front and centre

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
When it comes to offering advice and helping people achieve financial goals, trust is the game changer according to $40 billion super fund Sunsuper. At an exclusive adviser workshop in Brisbane, Sunsuper's head of advice and retail distribution Anne ...