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Showing 671 - 680 of 1539 results for "Goals"

Roar Software bolsters team, partners with Milliman

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... tool is easy to use and presents advisers with access to robust modelling designed to help clients achieve their financial goals." Roar Software previously traded as YTML Consulting, and features CRM, file notes and document generation with a subscription-based ...

Global fund manager enters Australian market

KARREN VERGARA  |  MONDAY, 24 AUG 2020
... the ESG space, offering global, multi-cap equity strategies focused on addressing United Nations Sustainable Development Goals (SDG). It has offices in New York, Boston and Toronto. Promethos's investment strategies include investing in companies ...

Retail investors surpass one million

ALLY SELBY  |  FRIDAY, 21 AUG 2020
... investments that demonstrate good ESG standards, and the desire for investors to align their investments to their values, goals and aspirations is notable across all age segments," Peker said.

Northern Trust launches ESG capability

ALLY SELBY  |  FRIDAY, 21 AUG 2020
... their annual disclosures. The information would support client in determining if they are meeting sustainable investment goals and satisfying regulatory requirements, Northern Trust said. Northern Trust product lead of investment accounting and analytic ...

Morgan Stanley duo establishes advice boutique

KANIKA SOOD  |  THURSDAY, 20 AUG 2020
... model portfolios and alternative assets. "Both Tim and I are passionate about helping our clients achieve their investment goals. Our views are aligned in terms of the service we want to deliver and how we can help our clients protect and build their ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... outcomes." Nearly 80% of advisers believe that their SMSF clients in accumulation phase are on track to achieve their retirement goals. For those clients in the drawdown phase, the most popular methods are the bucket approach at 53% followed by income ...

Perpetual profits plummet

ALLY SELBY  |  THURSDAY, 20 AUG 2020
... brand is serving us well through these difficult times and we will remain focused on continuing to deliver on our strategic goals and disciplined execution in our pursuit of growth across our business lines." Following the announcement, Perpetual's share ...

CareSuper awards custody mandate

ALLY SELBY  |  WEDNESDAY, 19 AUG 2020
... experience within the superannuation industry, combined with our technology solutions, to help support the fund's strategic goals," Schiavon said. It comes a month after $21 billion superannuation fund TelstraSuper renewed its custody mandate with J.P. ...

Investment committees not up to scratch

ELIZABETH MCARTHUR  |  THURSDAY, 6 AUG 2020
... well-resourced organisations it suggests the adoption of the total portfolio approach (TPA) to introduce more dynamism and focus on goals in decisions. "Large asset owners are using advanced best-practice governance to unlock the complexities of modern ...

Aussies reevaluate retirement prospects

ALLY SELBY  |  MONDAY, 3 AUG 2020
... of super. "We want more Australians to engage with their super and take positive action to make their personal retirement goals come true."