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

Search Results

Showing 411 - 420 of 1539 results for "Goals"

AFA, FPA to explore merger

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
... we're hearing members voices in this consultation phase and making sure that the new association is reflecting their goals and priorities, but I'm really excited about it."

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 ...

BlackRock appoints to new research role

CHLOE WALKER  |  MONDAY, 29 AUG 2022
... capabilities will supercharge our clients' access to the latest research and insights they're asking for to reach their investment goals."

MLC Asset Management grows managed accounts offering

CASSANDRA BALDINI  |  THURSDAY, 18 AUG 2022
... investment services Jason Komadina said it has a long and deep history of helping advisers and their clients achieve their goals. "The need for quality advice and demands on advisers have both never been higher. We are very pleased to bring these new ...

BlackRock, NAB Private Wealth unveil iShares ETF suite

CASSANDRA BALDINI  |  WEDNESDAY, 17 AUG 2022
... are also a well-diversified investment solution to help Australians achieve long-term financial and sustainable investment goals. "Based on NAB's client insights, there is strong demand from Australian investors for simple, low-cost, holistic investment ...

UBS launches small cap strategy in Australia

CASSANDRA BALDINI  |  WEDNESDAY, 17 AUG 2022
... insights into what clients here and around the world are seeking from an investment product - both financial and non-financial goals," she said. Telfer added that UBS will also debut three more strategies in Q4 2022. "We believe (the new strategies) ...

Aussie crypto investors bullish despite market volatility

CHLOE WALKER  |  THURSDAY, 11 AUG 2022
... alongside demand for international shares and ETFs, is outpacing more traditional investments. When looking at investment goals against the current inflationary and higher interest rate environment, 58% of respondents remain confident they will still ...

Aussie investment habits improving: Superhero

CHLOE WALKER  |  WEDNESDAY, 10 AUG 2022
... nearly half (49%) of Superhero investors said they are planning on using the new financial year to sort out their financial goals for the year ahead. Younger investors aged between 18-24 also view the end of financial year as an opportunity to start ...

Insignia Financial, Personetics partnership

CASSANDRA BALDINI  |  THURSDAY, 4 AUG 2022
... better visibility of their finances and receive personalised support and guidance in everyday life to achieve their financial goals and enjoy a sense of financial wellbeing throughout life - not just at retirement," he said. The partnership looks to ...

Julie Lander named FEAL Fund Executive of the Year

CHLOE WALKER  |  THURSDAY, 4 AUG 2022
... ultimately improving retirement outcomes for all Australians. "We thank Julie for her contribution to these important shared goals," she said.