Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 199 results for %22goals-based advice%22

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... each rated from weak to strong to identify opportunities, issues, and critical areas for improvement. Based on a firm's goals and priorities, a plan is put in place with clear actions, responsibilities and timeframes. According to Fortnum's group chief ...

Industrial property ensures big wins for TelstraSuper

ELIZABETH FRY  |  MONDAY, 21 NOV 2022
... fund has long provided members with financial advice and retirement products to help members reach their post-working life goals. This reflects the maturity of the fund members, who mostly have high account balances. So, members willingly share the information ...

Hejaz launches financial advice service

ANDREW MCKEAN  |  TUESDAY, 4 OCT 2022
... values-based conversations with their clients and provide tailored advice that supports their financial, religious and ethical goals," Ozyon concluded.

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... professionals to see the overall net worth of a household in one place. "Advisers can now better define specific financial goals for their clients and use that data to power its Best Life projections," Envestnet | Yodlee said. "Additionally, rather than ...

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
... Midwinter's financial advice software can now access the interactive tool to assist their clients in achieving their financial goals, based on their situation and priorities. The engine uses clients' financial information to provide strategic direction ...

Popularity soars for managed accounts

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
... access to institutional-grade investment management, and more scope to focus on educating their clients and meeting client goals," Gallagher said. "Almost half of advisers who outsource investment management through managed accounts also said it reduced ...

BlackRock strengthens Australasia, APAC leadership

CHLOE WALKER  |  WEDNESDAY, 23 FEB 2022
... on his appointment, Shimizu said: "Institutional clients across Asia Pacific have increasingly sophisticated investment goals - including whole portfolio solutions and alternatives through to sustainable investing." "I am very excited to be joining BlackRock ...

Sequoia makes three appointments

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... facilities that are delivered by industry professionals dedicated to assisting advice practices achieve growth and client service goals - as demonstrated by the three new appointments."

Quality of Advice must consider digital: Ignition

ELIZABETH MCARTHUR  |  MONDAY, 31 JAN 2022
... provision of high quality, accessible and affordable financial advice for retail investors". "Since the Royal Commission, these goals have been contradictions in terms - the quality of advice may have improved, but accessibility and affordability certainly ...

Financial watchdog warns on crypto

CHLOE WALKER  |  TUESDAY, 18 JAN 2022
... an investment strategy, ASIC sad SMSF trustees need to document how their fund's investments will meet their retirement goals having regard to diversification, the risks of inadequate diversification, liquidity and the ability of the fund to discharge ...