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Showing 31 - 40 of 199 results for %22goals-based advice%22

Franklin Templeton hires from HUB24

ANNABELLE DICKSON  |  WEDNESDAY, 10 NOV 2021
... active engagement with our clients and being passionate about finding the right investment solutions to help achieve their goals." Franklin Templeton Australia and New Zealand managing director Matthew Harrison added: "We are well positioned to service ...

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
... helping a client in distress after a family loss and empowering the client to continue a journey towards achieving their goals. Adrienne Rush from iCare Financial Advisory took out the gong for Victoria for providing advice that shows both the financial ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... information to connect on a deeper level with the client in follow up sessions and help create household values and financial goals. "At Lumiant, we are all committed to engaging the non-CFO spouse as we know they are the decision-maker in the family. ...

Astute Wealth alleges copyright breach

KARREN VERGARA  |  TUESDAY, 13 JUL 2021
... to cease providing the questionnaire. Santi Burridge launched Lumiant in February as a platform helping advisers deliver goals-based advice. It closed a round of funding on June 22 with the aim of raising another $2 million to expand. A Lumiant spokesperson ...

Lumiant raises capital, adds to board

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
... life-centred advice," he said. Founded by Burridge, Lumiant launched in February 2021 as a platform helping advisers deliver goals-based advice. Burridge is raising capital via equity crowdfunding platform Equitise fund his growth strategy. The fintech ...

OpenMarkets hires, acquires, preps for IPO

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
... also acquired financial adviser platform InvestFit which it will rebrand to OpenMarkets Advice. OpenMarkets Advice is a goals-based advice tool that combines stochastic modelling and portfolio optimisation, generating advice at high levels of confidence ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... Report. Morningstar's AdviserLogic won the best digital advice process, while Advice Intelligence was recognised for its goals-based advice application. In other categories, IOOF's Wealth Central is the best new advice tech application; Astute ...

Pahari's pay packet revealed

ELIZA BAVIN  |  THURSDAY, 11 MAR 2021
... at levels that align with the company's performance and meet shareholder expectations." Speaking of the business' goals for 2021, De Ferrari said the focus will be on reshaping advice, simplifying super and growing the platforms business. "In ...

AMP launches new intra-fund advice offer

ELIZABETH MCARTHUR  |  THURSDAY, 4 MAR 2021
... that aims to provide members with a simple, fast conversation that might help them clear up some issues around retirement goals and options. AMP said its own financial wellness research indicates 44% of Australians are concerned about not having enough ...

Mercer joins net-zero club

ELIZA BAVIN  |  WEDNESDAY, 3 MAR 2021
... real asset portfolios, where members invested in these growth assets typically have timeframes aligned to carbon neutrality goals over the long-term," Willment said. Mercer now joins the likes of many superannuation funds and investment firms in Australia ...