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Showing 561 - 570 of 1539 results for "Goals"

WealthO2 launches adviser app

KARREN VERGARA  |  TUESDAY, 22 JUN 2021
... to provide advisers and their clients transparency on their holdings, returns and how they are progressing towards their goals, the company said. "While increasingly we are seeing all ages of clientele utilising apps, it's the next generation of adviser's ...

Super funds back carbon startup

ELIZABETH MCARTHUR  |  TUESDAY, 15 JUN 2021
... future. We have been responding to these risks in an active and coordinated way since 2015 and have set ambitious targets and goals for how we will achieve net zero by 2050." "Having a tool like Emmi gives us valuable insights into our carbon exposure ...

Aware Super awards $30bn mandate

ELIZABETH MCARTHUR  |  FRIDAY, 11 JUN 2021
... developing innovative ESG solutions, and our team are looking forward to partnering with Aware Super to help accomplish their ESG goals today and in the future." Previously, Vanguard managed indexed investments in equities and fixed interest for Aware. ...

MAX Award winners crowned

JAMIE WILLIAMSON  |  FRIDAY, 11 JUN 2021
... Praemium's Adele Welsh. QSuper's Lifetime Pension took home the award for Product Launch of the Year. Zurich's Goals for Good was named Community Initiative of the Year, while Social Media Campaign of the Year was awarded to Australian Ethical ...

Fisher Investments launches local HNW offering

ELIZABETH MCARTHUR  |  THURSDAY, 3 JUN 2021
... Fisher Investments has entered. "We're honoured to help Australian high-net-worth private clients achieve their financial goals through our tailored portfolio management services, world-class customer service model, and structure that always puts ...

Russell wins mandates worth $285m

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... superannuation and these mandates underline the importance of transitioning towards a superannuation system that puts real member goals and personal funded status at the centre of the super experience." GoalTracker launched in October 2020, enabling ...

Last day to vote in MAX Awards

ELIZABETH MCARTHUR  |  FRIDAY, 28 MAY 2021
... INITIATIVE OF THE YEAR La Trobe Financial - La Trobe Financial Charitable Foundation ClearBridge Investments - WaterAid Zurich - Goals for Good LUCRF - The LUCRF Super Community Program Bendigo Bank - Bushfire Community Recovery Grants Program CREATIVE ...

Research reveals factors influencing advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 MAY 2021
... same save for one owning a much more valuable property, and three and six were only differentiated by their varied spending goals. Their names corresponded to randomised genders to detect any potential gender bias. Commenting on the findings, Oxford ...

Victoria Devine launches investing platform

ELIZABETH MCARTHUR  |  MONDAY, 24 MAY 2021
... to be well-diversified, and we want them to be able to get a well-assembled investment portfolio that aligns with their goals and level of experience." Devine's audience, most of whom are young women and many of whom only work part-time, are largely ...

IOOF awards $23bn passive mandate

JAMIE WILLIAMSON  |  TUESDAY, 18 MAY 2021
... milestone for Invesco's Australian business. We also look forward to supporting IOOF's clients in meeting their financial goals."