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Showing 341 - 350 of 1539 results for "Goals"

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... next generation has multiple, competing priorities for their wealth in terms of personal, family and community-oriented goals. Nearly nine of 10 prioritise having enough to support their retirement lifestyle and achieving financial stability and independence. ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
... of which is expected go to millennials, the face of the client is changing," he acknowledged. "Millennials have different goals and different objectives, they'll want digitisation, they'll have totally different types of retirement outcomes... ...

Jones calls for taxonomy to clarify greenwashing

RACHEL ALEMBAKIS  |  WEDNESDAY, 3 MAY 2023
... taxonomy." Jones also indicated that government is reviewing the Your Future, Your Super performance test to ensure long-term goals like the government's net zero target and other issues like biodiversity and just transition are not in conflict with ...

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 ...

Digital advice association in the works

CASSANDRA BALDINI  |  TUESDAY, 11 APR 2023
... QAR chair Michelle Levy to help her better understand the role and definition of digital advice. And there are three key goals of the association, Baker said. These are broadening the understanding of what digital advice is and isn't; broadening the ...

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 ...

Maple-Brown Abbott relaunches sustainable fund

CASSANDRA BALDINI  |  WEDNESDAY, 5 APR 2023
... holdings have a positive environment and social impact as well as aligning more closely with the UN Sustainable Development Goals. The sustainably themed investment fund will continue to be managed by the firm's head of ESG Emma Pringle and portfolio ...

Mantis Funds wins new distribution mandate

CHLOE WALKER  |  MONDAY, 3 APR 2023
... Australia Andrew Lakeman said: "When we launched in 2008, it was in response to a simple premise, our clients' financial goals almost invariably involve a specific target outcome." This outcome is unlikely to change with general volatility in market ...