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Showing 701 - 710 of 1539 results for "Goals"

Survey shows future of mandates

ELIZABETH MCARTHUR  |  FRIDAY, 29 MAY 2020
... play a critical role supporting clients as they implement tools to assess how investments align with their sustainability goals."

Industry fund backs tobacco-free pledge

ALLY SELBY  |  THURSDAY, 28 MAY 2020
... Sustainable Development Alliance in 2019 to work with leading global investors to deliver on the Sustainable Development Goals, including strengthening tobacco control in all countries," Stewart said. "Being recognised with the Pledge Stamp is wonderful ...

Ignorance isn't bliss in super: Research

ALLY SELBY  |  MONDAY, 25 MAY 2020
... key weakness of our current system is its inability to deliver investment strategies that address individual retirement goals," she said. "Super funds are serving up one-size-fits-many approaches to investing that might look sensible on average, but ...

Switching prompts fund to alter allocations

ELIZABETH MCARTHUR  |  FRIDAY, 22 MAY 2020
... particular asset class if we feel that doing so may help us meet investment return objectives and deliver on your retirement goals." With many Qantas workers impacted by the travel bans imposed to slow the spread of COVID-19, Qantas Super has already ...

How advice can conquer stigma

HARRISON WORLEY  |  WEDNESDAY, 20 MAY 2020
Hostplus' head of advice and financial planning believes providing modules of the comprehensive financial advice model might help to reduce stigmas which stop people from getting help with their finances. Appearing as part of an online panel discussing ...

Willis Towers Watson ushers in the future of work

ALLY SELBY  |  MONDAY, 18 MAY 2020
... want to be prepared with a work strategy for how automation and their permanent and contingent talent combine to meet their goals." As organisations work to respond to the COVID-19 pandemic, they will need to find a balance between their immediate workforce ...

Processes are the problem, not people: Count Financial

ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
... advisers to find more time each week for working closely with their clients to help them achieve their personal and business goals," Kennedy said. Despite the challenging environment in the post-FoFA, Royal Commission, and COVID-19 world, Count Financial ...

Super switching three times higher: CFS

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
... have an impact on the long-term performance of your super. "It's crucial for members not to lose sight of their long-term goals and personal investment objectives and seek quality financial advice about managing market volatility before making a change." ...

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
... inserting their own practice branding, making formatting changes and tailoring the ROA to their clients' financial position and goals quickly and efficiently." The FPA has called on licensees to support the initiative and allow financial advisers to ...

Advice group research head departs

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
... Miriam and John have been offered roles in the industry that are a great next step in helping them achieve their career goals," Anderson said. Anderson said that since joining the group, both Herold and Stamatopoulos have worked with Centrepoint's ...