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Showing 11 - 20 of 199 results for %22goals-based advice%22

AZ NGA partners with advisory firm

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... growth across both businesses. Accounting and advisory firm Rose Partners will collaborate with AZ NGA to help it achieve key goals, which includes accelerating expansion plans and creating opportunities for junior partners to buy in. Established in ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... Santi Burridge, the platform's client-centric design helps advisers bring to life a client's financial position, goals, and values. "Our advice delivery modules support advisers in visualising their advice and engaging clients around important ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... proactively expanding their client base and increasing their assets under advice. About 43% of the 158 financial advisers based in the US expressed this sentiment in a survey conducted by Janus Henderson Investors and the Financial Planning Association. ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... everything required for financial advice - means that we can use information from client location to financial holdings to goals to drive efficiencies and automation across our practice management and compliance. Having all this information in one system ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
... adviser failed to get to know the client as a person and did not take the time to find out their personal and financial goals. Some reasons related to a specific issue with an adviser's service began with not recognising the client's need for ...

BT, Striver partner to tackle adviser shortage

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... pursue the noble profession of financial advice, so that more Australians can access the advice they need to achieve their goals and build a better financial future," he said. Striver chief executive and founder Alisdair Barr said the firm is proud to ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... emotionally driven decisions, reacting to market conditions in ways that can be detrimental to their long-term financial goals. People tend to become more conservative when markets contract, while they become overly aggressive during market rallies ...

ASIC bans Gold Coast adviser

CHLOE WALKER  |  FRIDAY, 31 MAR 2023
... strategy whereby the advice was separated into pre-determined topics, irrespective of the client's personal circumstances, goals or advice needs. The layered advice strategy was a process by which clients were provided with superannuation and insurance ...

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
... clients where they are "On their mobile devices," he said. "We can enhance their ability to track progress toward their goals. We're thrilled to have backers who understand the wide-reaching appeal of our advice engagement technology and its ability ...

Lazard Asset Management creates family office division

CHLOE WALKER  |  FRIDAY, 3 MAR 2023
... "We believe this acquisition will position us to fully serve families, helping them to reach their financial and business goals and to build a lasting legacy." Meanwhile, Truvvo chief executive and chief investment officer Casey Whalen said the firm ...