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Showing 191 - 200 of 235 results for "Financial goals"

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 ...

Industry fund competes directly with advice networks

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
... benefits that quality financial advice can make in helping members - at any stage of their life - achieve their financial goals," UniSuper's executive manager of advice Jack McCartney said. "Our membership base is unique, they are engaged, well-educated ...

YBR launches robo-advice platform

ALEX BURKE  |  WEDNESDAY, 10 JUN 2015
... step in YBR's new low-cost advice model, and it can factor in savings, investments, liabilities, insurance and financial goals to project outcomes. Conceptually similar to Midwinter's recently-unveiled robo-advice platform ( as reported in Financial ...

Equip Super partners with SuperFriend

STAFF WRITER  |  THURSDAY, 26 FEB 2015
... "Self-confidence and a positive outlook encourage people to take charge of their future, including setting clear personal and financial goals and developing roadmaps for achieving them," Equip Super executive officer of strategic marketing and communications ...

Advisers add 3% returns for clients: Vanguard

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
... statement, it is real and represents the difference in clients' performance when they remain disciplined and focused on financial goals over long-term periods of time," the research paper said. Vanguard investment strategy group principal Francis Kinniry ...

BT Financial Group posts 21% profit rise

MARK SMITH  |  MONDAY, 5 MAY 2014
... relationships both now and in the future," Cooper said. "Australians choose financial advisers to help them meet their financial goals and we are committed to supporting independent financial advisers (IFAs) to deliver on their clients' objectives." ...