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Showing 51 - 60 of 1419 results for "Goals"

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between FAAA chief executive Sarah Abood and FPSB India chief executive Krishan Mishra during ...

Funds SA adds to leadership team

ELIZABETH FRY  |  MONDAY, 4 NOV 2024
... finalised his strategy and revised the organisational model to maximise the organisation's ability to deliver on its goals.

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
Australians are finding it hard to achieve their financial goals because of inflation, the cost of living, and a complex investment landscape that's characterised by ongoing policy change, according to Generation Life research. While those with a financial ...

New shareholder, governance services firm enters market

MATTHEW WAI  |  THURSDAY, 10 OCT 2024
... mission is to provide boards and executives with independent, specialised insights that bridge the gap between corporate goals and investor demands." PGS Advisers' clients can expect services such as specific shareholder engagement strategies and ...

Rest chief investment officer departs

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
... "The impact of Andrew's efforts will continue to serve Rest's two million members as we move forward towards our strategic goals," she said. Lill will officially leave the super fund in November and said he is looking forward to spending time with family ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... who not only understands the diverse financial needs of our clients, including lending solutions, but also supports our goals to enhance efficiency and effectiveness," Livadaras said. "With this partnership with AMP Advice, we will be able to offer innovative ...

Citigroup, Apollo partner in private credit push

KARREN VERGARA  |  MONDAY, 30 SEP 2024
... resources will provide clients with a range of options to meet their evolving financing needs and achieve their strategic goals," Citi head of banking and executive vice chair Viswas Raghavan said. Apollo recently teamed up with State Street Global Advisors ...

eToro acquires Spaceship, sets sights on super sector

JAMIE WILLIAMSON  |  FRIDAY, 27 SEP 2024
... significant milestone for the business in Australia. "We want to give Australians everything they need to meet their investing goals," he said. "By combining Spaceship's superannuation proposition with eToro's multi-asset investment offering ...

Mercer names investment solutions lead

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
... retail alternative asset class product rating in the local marketplace. Jacques is a former general manager of the Australian Goals Based Advice Association, an investment research firm in the robo-advice sector and chief operating officer of a boutique ...

The University of Sydney Endowment Fund taps new custodian

ANDREW MCKEAN  |  WEDNESDAY, 25 SEP 2024
... Endowment Fund has joined its client community. He added: "We look forward to working together to deliver on their strategic goals."