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Showing 781 - 790 of 1539 results for "Goals"

MetLife, AFA call for more diversity in advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
... Progress is aimed at creating greater gender diversity in the financial advice industry by helping women achieve their career goals. The grant will see 15 professional development packages, which include AFA Conference registration for 2019 and attendance ...

AstuteWheel adds capability

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... automatically loaded into the client database to avoid any double handling of data," Egger said. The software also includes a goals based advice tool, which is set to assist advisers in helping clients articulate their goals, by encouraging the use of ...

Insurer to add value via tech

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 JUN 2019
... for volunteering. Zurich head of propositions Tim Howell said: "Rather than a one dimensional focus on physical activity goals, the LiveWell program recognises the concept of the 'whole person' being central to wellbeing. "Rewarding customers for their ...

More Australians retire with big mortgages

ELIZABETH MCARTHUR  |  FRIDAY, 14 JUN 2019
... pay off mortgages. "One of the fears is that the habit of taking on larger debt later in life might undermine one of the goals of the superannuation guarantee - to help older Australians live independently and at a good standard of living without having ...

Robeco wins super fund mandate

KARREN VERGARA  |  TUESDAY, 11 JUN 2019
... sustainable investment solutions and are looking forward to working with Christian Super to achieve their sustainable investment goals," Dennis said. Headquartered in Rotterdam, the Netherlands, Robeco manages about $263 billion in assets.

Melbourne advisory launches MDA

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
... money and a first class client experience. "Other advice groups we are working with have different investment beliefs or goals and their services vary accordingly," Sanders said.

British MPs prod own pension fund

KANIKA SOOD  |  WEDNESDAY, 29 MAY 2019
... in favour of selling $21 billion worth of investments in fossil fuels if the companies don't align to climate change goals by 2023.

Super fund achieves first carbon neutral portfolio

ELIZABETH MCARTHUR  |  TUESDAY, 28 MAY 2019
... and responsible investing in Australia and globally." He explained the fund has been committed to meeting sustainability goals for some time. In 2017, Local Government Super achieved a separate five star "green" rating for its direct property portfolio ...

Former OneVue exec joins listed fund manager

ELIZABETH MCARTHUR  |  MONDAY, 27 MAY 2019
... across dealer groups and is respected across the financial adviser community, which will help the fund manager achieve its goals. "It's an exciting time to be joining Clime. I am a firm believer that advisers' clients will benefit from the quality products ...

Morningstar director joins BondAdviser

HARRISON WORLEY  |  MONDAY, 6 MAY 2019
... Likos said: "I'm looking forward to being able to develop global investment strategies which assist clients achieve their goals while maintaining a high level of transparency and education."