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Showing 41 - 50 of 230 results for "Financial goals"

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
... Fiducian executive chair Robby Southall said. "Their expertise and dedication to helping clients achieve their financial goals make them valuable additions to our network. We look forward to working together to provide exceptional service and support ...

J.P. Morgan lists new global equity ETF

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... opportunities without undue risk. "JGLO provides an attractive solution designed to help investors realise their financial goals and round out their portfolios with conviction," he said. JPMAM head of wholesale for Australia and New Zealand Mark Carlile ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... professionally, and financially in the 21st century, they still face a range of challenges when it comes to achieving their financial goals and receiving support from the financial services industry." The research revealed HNW women described unsatisfactory ...

Blossom launches new fixed income product

ANDREW MCKEAN  |  TUESDAY, 12 MAR 2024
... cutbacks. It aims to provide investors with an "alternative investment option" to build savings for longer term financial goals. The Blossom Plus Fund has a $5000 minimum investment and offers quarterly withdrawals. Blossom co-founder and chief executive ...

Betashares to launch Nasdaq ETFs

CHLOE WALKER  |  THURSDAY, 8 FEB 2024
... advantage of ETFs, advisers can construct well-balanced portfolios tailored to their clients unique risk tolerance and financial goals."

Gen Zs now 'loud budgeting': Research

CHLOE WALKER  |  MONDAY, 22 JAN 2024
... emerging overseas and on social media. "'Loud budgeting' is all about unapologetically prioritising your financial goals, setting smart boundaries on spending, and feeling comfortable to talk about it openly and authentically," Riley explained. ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA  |  MONDAY, 20 NOV 2023
... Hitting this milestone only deepens Wealthfront's dedication to empowering young professionals to achieve their financial goals and shaping the future of personal finance," Wealthfront chief executive David Fortunato said. UBS was set to acquire ...

Aussies value super but remain unprepared: Data

CASSANDRA BALDINI  |  WEDNESDAY, 8 NOV 2023
... having enough money for retirement while 70% have a good understanding of how super can help them reach their financial goals. Despite this, research revealed that 20% feel slightly prepared to navigate unexpected personal finance challenges, while 11% ...

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
... functionality with an array of additional tools and features aimed at helping self-directed investors meet their financial goals. "The initial launch features of Betashares Direct will be joined by a growing range of tools and functionality that will ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... Australian consumers to gain both quantitative and qualitative insights into what legacy means to them, their financial goals, the financial vehicles and assets they believe will help them achieve those goals and their perceptions of financial advisers. ...