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Showing 11 - 20 of 1315 results for "Goals"

Betashares plans to launch first 'moderately geared' ETFs

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... more moderate level of gearing better suited to a 'buy and hold' investment strategy as part of their wealth accumulation goals. "We are proud to continue to responsibly innovate and build out the range of portfolio tools available to investors and their ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... we need to continue to develop a platform and digital experiences that go beyond the traditional investment-centric and goals-based planning experiences and look for ways we can improve a client's overall wellbeing. Designing compelling, engaging, and ...

Two new ETFs for Franklin Templeton

KARREN VERGARA  |  MONDAY, 15 APR 2024
... fund manager's range of active ETFs provide access to specialised investment strategies to meet clients' investment goals. "Furthermore, listing on the ASX will mean that investors will now be able to access the investment expertise and differentiated ...

GBST develops private equity platform

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... delivered a complete technology solution to Luna Partners. "We enabled a rapid market entry which was one of Luna Partners' main goals," he said. "It's the combination of our teams' financial services and digital expertise that enables this kind of incredible ...

Qantas Super taps fintech as an investment consultant

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... Super can conduct a more detailed analysis at asset class and investment manager level to achieve their long-term investment goals."

MetLife enhances employee benefits package

JAMIE WILLIAMSON  |  TUESDAY, 2 APR 2024
... These employee benefits recognise this and are tangible ways to enable our people to achieve their professional and personal goals," MetLife head of people and culture Alex Sosnov said. "We know this helps us create a more inclusive workplace while also ...

Vanguard lowers management fees

ELIZA BAVIN  |  WEDNESDAY, 27 MAR 2024
... Australia head of product offer Curt Jacques said keeping costs low is an important way Vanguard helps investors achieve their goals. "Vanguard is focused on delivering value to investors through lower fees, high quality experience and best-in-class ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... professionally, and financially in the 21st century, they still face a range of challenges when it comes to achieving their financial goals and receiving support from the financial services industry." The research revealed HNW women described unsatisfactory ...

PGIM launches new platform in Australia

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... the customer. We want to reverse this trend and offer long-term financing solutions that are built around the needs and goals of each customer," David Haydon, founder and executive director, Foundation Agri Finance, said. PGIM manages US$310 billion ...

FAAA calls on ATO to provide clarity over advice fees

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... requires consideration of an individual's financial situation and needs, with relevant strategies delivered to meet their goals and objectives. "Practically, this requires consideration or advice regarding an individual's pre-existing income producing ...