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Showing 271 - 280 of 1539 results for "Goals"

Don't abandon 60/40: J.P Morgan

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... world transitions. "They help identify new and review existing investment opportunities unique to each client's long-term goals - considering risk/reward and growth objectives," he said. The LTCMAs are created through a research process utilising quantitative ...

Super Members Council names chief executive

ANDREW MCKEAN  |  TUESDAY, 21 NOV 2023
... environment. "The skills, fresh insight and gravitas Schubert will bring to the role as chief executive will help SMC achieve those goals," Roxon said. "She will bring energy and perspective to this important work, just at the right time." Schubert will ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA  |  MONDAY, 20 NOV 2023
... Hitting this milestone only deepens Wealthfront's dedication to empowering young professionals to achieve their financial goals and shaping the future of personal finance," Wealthfront chief executive David Fortunato said. UBS was set to acquire ...

Government consults on reforms to merger rules

CASSANDRA BALDINI  |  MONDAY, 20 NOV 2023
... pressures now and laying the foundations for future growth. "Making our economy more competitive is critical to both of these goals," it said. Submissions to the consultation paper will be accepted until 19 January 2024.

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... "Ultimately, it gives everyday Australians access to institutional-quality portfolios that best meet their desired investment goals." Discover is the second new offering delivered by HUB24 to advisers this year. In August, it added new data feeds and ...

APAC looks to data-driven future: State Street

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... "For the majority of the respondents, more than 25% of their existing technology needs an upgrade to meet their strategic goals," Helyar said. Therefore, companies are currently investing in developing talent, strengthening cybersecurity, and improving ...

Rest names internal global equities lead

ANDREW MCKEAN  |  THURSDAY, 9 NOV 2023
... managers. This gives us a more holistic view of how companies are contributing to our overall portfolio and our sustainability goals." Lill also commended Mercado's proven track record, deeming him "ideally suited" to spearhead the development of Rest's ...

Aussies value super but remain unprepared: Data

CASSANDRA BALDINI  |  WEDNESDAY, 8 NOV 2023
... having enough money for retirement while 70% have a good understanding of how super can help them reach their financial goals. Despite this, research revealed that 20% feel slightly prepared to navigate unexpected personal finance challenges, while 11% ...

Fears grow around greenwashing litigation protections

ROSE MARY PETRASS  |  WEDNESDAY, 8 NOV 2023
... around Scope 3 reporting. This might lead to "green hushing" - where organisations keep quiet about their sustainability goals and activities, even if they are well intentioned or plausible, to avoid threats of tarnished reputations and legal action. ...

Perpetual loses key executive to First Sentier

JAMIE WILLIAMSON  |  THURSDAY, 2 NOV 2023
... executive leadership team to develop and execute operational strategies that align with the company's overall vision and goals." This includes overseeing global operations, IT, data management, the project management office and supplier management. ...