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Showing 551 - 560 of 1539 results for "Goals"

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 ...

BlackRock lists three ESG ETFs

ELIZABETH MCARTHUR  |  TUESDAY, 13 JUL 2021
... becoming a critical consideration for our clients in constructing portfolios, including incorporating their sustainability goals as well as improving overall portfolio resilience," head of iShares Australasia James Kingston said. "ETFs have a pivotal ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... more Australian investors to invest in cost-effective diversified investment solutions to fulfil their long-term financial goals." Late last month, WealthO2 launched an app for financial advisers and their clients to help them manage their investment ...

Former AFA chief in new role

KARREN VERGARA  |  TUESDAY, 6 JUL 2021
... commented: "I look forward to working with the NIBA board, the members and the team at NIBA to continue the organisation's goals and objectives and build on the solid platform set by Dallas Booth. They certainly are big shoes to fill. There will ...

Qantas Super introduces passive option, drops fees

JAMIE WILLIAMSON  |  WEDNESDAY, 30 JUN 2021
... Super we wanted to cater for our fee-conscious members that wanted a low-cost option to help them reach their retirement goals. We wanted a name for the option that embodied this thrifty mindset, which means to be careful with how you use your money ...

Wilsons adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 30 JUN 2021
... experience to the board. I look forward to working closely with them to further grow the firm and achieve our strategic goals across the business," Wilsons chief executive Brad Gale said. "Craigs is a fantastic business in New Zealand and have been an ...

Adviser ETF use grows

ANNABELLE DICKSON  |  TUESDAY, 29 JUN 2021
... and advisers are becoming increasingly sophisticated in their use of ETFs to achieve more targeted portfolio construction goals," BetaShares chief executive Alex Vynokur said. Further to this, advisers who are providing responsive investing advice has ...

HESTA nabs Hostplus executive

ELIZABETH MCARTHUR  |  MONDAY, 28 JUN 2021
... impact investment program and responsible investment framework that contribute positively to global sustainable development goals while delivering strong long-term financial returns for members," Sawtell-Rickson said. "Kim's wealth of expertise across ...

Buffett resigns from Gates Foundation

ELIZABETH MCARTHUR  |  FRIDAY, 25 JUN 2021
... than Berkshire's. The chief executive of BMG is Mark Suzman, an outstanding recent selection who has my full support. My goals are 100% in sync with those of the foundation, and my physical participation is in no way needed to achieve these goals." Announcing ...

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 ...