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Showing 281 - 290 of 1566 results for "Goals"

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... delivering results for clients. "At Euroz Hartleys, we create and manage diversified portfolios tailored to the specific goals and risk tolerance of our clients. Our advisers are dedicated to devising wealth management plans and investment strategies ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... multifaceted from that perspective, and give you the lens of all the professionals that are helping trustees make their retirement goals." For the first time, the conference is offering more audit CPD hours. "We recognise the importance of SMSF auditors. ...

Inflation falls to 4.1%, RBA weighs rate cut

ANDREW MCKEAN  |  THURSDAY, 1 FEB 2024
... GSFM investment strategist Stephen Miller. The Fed acknowledged that the risks to achieving its employment and inflation goals are becoming better balanced, hinting at possible adjustments to its target range, after previous talk of additional policy ...

GBST raids SS&C for APAC head

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2024
... calibre on the team. "With his 25-year track record of driving rapid growth, optimising operations, and delivering client goals and success, he is an invaluable addition to our leadership," he said. "Jeff has both intimate knowledge of the Australian ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... crucial to provide guidance that ensures they are well-informed and equipped to make decisions that align with their long-term goals, even in the face of competitive and challenging market conditions. Homeownership may not be for everyone right now ...

Gen Zs now 'loud budgeting': Research

CHLOE WALKER  |  MONDAY, 22 JAN 2024
... emerging overseas and on social media. "'Loud budgeting' is all about unapologetically prioritising your financial goals, setting smart boundaries on spending, and feeling comfortable to talk about it openly and authentically," Riley explained. ...

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
... via ETFs is an ongoing trend that is driven by investors and their financial advisers seeking to meet their complementary goals of aligning their portfolios with their values and long-term wealth creation. "As part of this trend, we are increasingly ...

JANA wins another NFP mandate

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
... comprises lending, treasury assets, equities, property, and infrastructure, to the United Nations' Sustainable Development Goals (SDGs). The synod supports more than 500 congregations, 50,000 members, 13 Presbyteries, nine schools and parish missions. ...

BlackRock bags Global Infrastructure Partners for US$12.5bn

ANDREW MCKEAN  |  MONDAY, 15 JAN 2024
... will helm the combined infrastructure platform, ensuring leadership continuity and alignment with BlackRock's strategic goals. "Infrastructure is one of the most exciting long-term investment opportunities, as a number of structural shifts re-shape ...

Mitsubishi UFJ Financial Group to acquire Link Group

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... transaction presents for our future and look forward to working together with MUFG and The Trust Bank to achieve our shared goals," he said. Link's urged shareholders to vote in favour of the proposal in the absence of a superior one. It is subject ...