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Showing 771 - 780 of 1539 results for "Goals"

Sam Henderson cops ASIC ban

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... document or investigate his clients' existing products, failed to provide advice that was relevant to their specific goals and recommended the use of in-house Henderson Maxwell products without providing product comparisons or justifying why the ...

Active, passive investing continues to confuse: Research

HARRISON WORLEY  |  WEDNESDAY, 24 JUL 2019
... advisors to better understand risk and volatility - if they are to be properly equipped to achieve their long-term return goals." Natixis said the survey indicated the expectations of investors aligned more closely with active than passive strategies ...

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... create matches between clients and advisers. The potential clients' personal profile includes their financial situation, life goals and location. FPA members are instantly notified that eligible consumers who match their criteria are interested in financial ...

Russell launches next gen managed accounts

ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
... designed around specific investment outcomes, the real value of an adviser lies in helping investors achieve their financial goals - not tracking or beating a benchmark," said Hampshire. Russell said the Australian managed account market now has close ...

Subscription advice brings in US $1 billion

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... management and comprehensive financial planning. The firm said clients from a wide range of demographics with a mix of financial goals use Intelligent Portfolios Premium. "We've seen many new clients sign up who knew they needed help with financial planning ...

Impact investing under threat

ELIZABETH MCARTHUR  |  TUESDAY, 16 JUL 2019
... environmental or social problem, as outlined in the United Nations Principles of Responsible Investing Sustainable Development Goals, he says. Australian Ethical head of ethics research Stuart Palmer agrees, saying impact-washing presents a significant ...

New features for My AMP

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 JUL 2019
... My AMP wealth management website will now have access to a range of new features. The new features include an interactive goals timeline where clients can identify their goals and source educational materials and access a wealth menu which includes a ...

World leaders back impact investing

ELIZABETH MCARTHUR  |  FRIDAY, 5 JUL 2019
... for the growth of the impact investing market, which the group sees as a tool for achieving the UN Sustainable Development Goals. Chair of the Global Steering Group for Impact Investment Ronald Cohen explained: "Coming on the heels of the supportive ...

New boutique awards mandate to RBC I&TS

KARREN VERGARA  |  WEDNESDAY, 3 JUL 2019
... deliver competitive market returns via a social and environmental impact strategy aligned to UN Sustainable Development Goals, investing in Australian and New Zealand equities. It benchmarks against the S&P/ASX300 Total Return Index. A minimum investment ...

Industry fund secures stake in asset manager

JAMIE WILLIAMSON  |  FRIDAY, 28 JUN 2019
... and to designing and delivering high-quality investment solutions to meet investors' financial, social and environmental goals." Equally, responsibility chair Reto Schnarwiler said the firm is delighted to welcome Christian Super as a shareholder. "This ...