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Showing 201 - 210 of 235 results for "Financial goals"

Australian investors optimistic of hitting financial goals

MARK SMITH  |  THURSDAY, 27 MAR 2014
An 'overwhelming majority' of Australian investors are optimistic about reaching their financial goals, according to the Franklin Templeton Global Investor Sentiment Survey conducted earlier this year. Australian investors expect their average annual ...

Advisers risk losing clients, fail to target new ones

LAURA MILLAN  |  TUESDAY, 10 DEC 2013
... that they could better personally deal with. "The top things that an advice seeker wants are help setting their financial goals and ability to demonstrate expert advice on investment strategy, super and tax," CoreData head of Advice, Wealth and Super ...

YBR to service corporate super group clients

LAURA MILLAN  |  MONDAY, 2 DEC 2013
... starting point, we can begin introducing people to solutions that will help them achieve their short and long term financial goals." Super Advice Services provides corporate super and insurance solutions to over 200 companies in Australia and New Zealand. ...

Investment industry urged to put society first

MARK SMITH  |  THURSDAY, 24 OCT 2013
... thinking is threatening traditional business models which had too often put profits ahead of meeting investors' financial goals. "Mainstream asset management businesses are being nibbled away by low cost exchange traded funds on one side and hedge funds ...

Yellow Brick Road launches super fund

MARK SMITH  |  FRIDAY, 31 MAY 2013
... to good advice along the way is a basic right that many people have been deprived of. "Australians have two big financial goals in life, to own their own home and to retire comfortably," he said. "For Australians who are working hard today whilst raising ...

QInvest launches mortgage broking service

LAURA MILLAN  |  MONDAY, 15 APR 2013
... QSuper Fund members and available only to them. "We are focused on helping our members gain certainty around their financial goals, providing access to a better home loan is just part of achieving this," QSuper chief executive Rosemary Vilgan said. One ...

ICI chief blasts US transaction tax legislation

ALEX DUNNIN  |  THURSDAY, 7 MAR 2013
... that any such tax could harm individual fund investors who are investing to meet retirement, education, and other financial goals. For fund investors, the ICI believes a securities transaction tax would raise the cost of trades that a fund makes for ...

ASIC takes action against Storm adviser

BEN COLLINS  |  THURSDAY, 22 NOV 2012
... for the failed Storm, Webb did not warn those clients that this advice may not have been tailored to meet their financial goals and objectives. After leaving the collapsed financial planning business, Webb may have also provided inaccurate advice to ...

AMP partners with Morningstar for research

LINDA HAUSKEN  |  WEDNESDAY, 5 SEP 2012
... Kennaway, head of fund research, Asia Pacific at Morningstar said the firm's mission is to help investors reach their financial goals and is a natural fit with AMP's business. "AMP's research teams, advisers, and ultimately end investors will all benefit ...

Super potential underrated by Aussies

ELISE BURGESS  |  TUESDAY, 10 APR 2012
... fact that many are decades away from accessing this capital. We expected them to be more focused on shorter term financial goals such as owning a home or new car." According to the research, the rising cost of living was the main issue for their savings ...