Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 1417 results for "Goals"

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... approach to wealth planning," Blewitt said. "The ability to tailor portfolios to meet the specific financial and lifestyle goals of clients is one of the leading reasons advisers are choosing to switch to managed accounts. "In fact, one in five advisers ...

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
... "Proactive communication about these risks and demonstrating how non-custody solutions align with their broader financial goals can help mitigate these concerns. Interestingly, 23% of advisers noted more positive client feedback on non-custodial solutions ...

Vanguard rejigs Ethically Conscious options

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... products, and continues to evaluate options in this category to provide investors with solutions that support their financial goals while seeking to limit exposure to certain products and services, providing investor choice."

Gender parity in financial services an economic imperative

KARREN VERGARA  |  MONDAY, 10 MAR 2025
... survey from Fidelity International shows that only 13% of Australian women feel confident about their long-term financial goals compared to 22% of men. Just 18% of women are very confident in their ability to manage their day-to-day finances as well ...

Three in five women lack retirement confidence

ELIZA BAVIN  |  MONDAY, 10 MAR 2025
... those who don't (28%). Moreover, 81% of women who received advice felt they were on track to reach their retirement goals, compared to 49% who don't. CFS Superannuation chief executive Kelly Power said the findings highlighted the lack of confidence ...

Industry must do more to improve women's financial literacy: Fidelity

MATTHEW WAI  |  FRIDAY, 7 MAR 2025
... increasingly aware of the importance of their financial wellbeing, only 16% have sought financial advice to achieve their goals. Fidelity's Next Generation research surveyed over 1000 Australian consumers aged 18 to 59 years old, highlighting the gap ...

Axius names executive director

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... comprehensive background in capital raising and investment management perfectly aligns with Axius Partners' vision and strategic goals," added co-founder George Giovas.

BNP Paribas wins new custody mandate

ANDREW MCKEAN  |  TUESDAY, 4 MAR 2025
... and track record with insurance clients. We look forward to working closely with Medibank to deliver on their strategic goals, while we continue to expand our footprint in Australia." Meanwhile, Medibank head of treasury and investments Derek Yung said ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... provider with a regional presence. Nassios is tasked with designing an investment philosophy that aligns with the investment goals of inter-generational high-net-worth families. "The role brings together my experience in having worked with a number of ...

Super fund looks to AI

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... utilisation and how it gives our members improved help and insights so they can be more confident in achieving their retirement goals." Baker brings a wealth of expertise in data and innovation to Aware Super, her career included significant roles at ...
PREVIOUS
NEXT