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Showing 181 - 190 of 230 results for "Financial goals"

Majority of Australians without financial plan

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
... making financial decisions. FPA chief executive, Dante De Gori said the research paper sought to uncover the top financial goals, hopes and dreams for Australians across all life stages, while identifying the obstacles to seeking professional advice. ...

MLC adds 56 new options to investment menus

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
... additional funds announced today will open up more opportunity for advisers to assist clients in achieving their financial goals. Our goal is to provide the flexibility needed for advisers to offer quality personal investment options for their clients." ...

Millennials' short-term thinking unrealistic

DARREN SNYDER  |  FRIDAY, 29 JUL 2016
... leadership, Gavin Ralston, said: "Investing is seen as an important contributor to meeting current and future financial goals. This is evident in the high demand for income. The survey showed that getting back the money invested and getting a return ...

Infocus launches free robo-advice solution

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
... earnie.com.au will love its flexible, easy-to-use interface and education and support tools that help users meet their financial goals. earnie.com.au really is about simple, smart investing, allowing users to set their money free. Best of all, earnie.com.au ...

Fiduciary fund debuts on key platforms

KERRIE SYDEE  |  TUESDAY, 28 JUN 2016
... looking to take a best practice approach to risk management to improve the probability of achieving their clients' financial goals," McClure said. "They understand the benefit to their clients of equity market neutral investing, particularly in this ...

Australians demanding robo-advice from super funds

ALEX BURKE  |  THURSDAY, 12 MAY 2016
... recommendations and 2.6 million who would use those services to get "a detailed recommendation on how to achieve their financial goals." Given that there are still 14.5 million Australians who aren't using (and don't intend to use) a financial planner ...

Australians pessimistic about retirement lifestyle

KERRIE SYDEE  |  MONDAY, 18 APR 2016
... retirement or start making some serious financial and lifestyle sacrifices now if they have any hope of reaching their financial goals in retirement," said Turnbull. Digital engagement emerged as a key way superannuation funds can educate over 45s on ...

AMP upgrades platforms

MARK SMITH  |  MONDAY, 22 FEB 2016
... real difference, allowing them to focus on spending more time with their clients and helping them achieve their financial goals." AMP said further improvements to be rolled out over the next year.

Morningstar nabs senior equity analyst from J.P. Morgan

MARK SMITH  |  THURSDAY, 8 OCT 2015
... enhance our equity research offerings to local investors to help them make better investing decisions to reach their financial goals. Joel's new role signals our commitment to investing in our portfolio management capabilities and providing leadership ...

Pension and retirement strategies a global problem

DARREN SNYDER  |  FRIDAY, 11 SEP 2015
... toward consumer empowerment forward, but it is only one piece of the puzzle. "Helping consumers' achieve their financial goals will require leaving behind the paternalistic approach of the defined benefit system and taking a complete view of their financial ...