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Showing 61 - 70 of 230 results for "Financial goals"

PwC picks senior leaders to oversee review

CASSANDRA BALDINI  |  TUESDAY, 16 MAY 2023
... its work. The firm explained it also seeks to look at how decisions are made and overseen inhouse, including how financial goals, values and strategic objectives are balanced and prioritised. The review will further examine the way in which partners ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
... adviser failed to get to know the client as a person and did not take the time to find out their personal and financial goals. Some reasons related to a specific issue with an adviser's service began with not recognising the client's need for ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... emotionally driven decisions, reacting to market conditions in ways that can be detrimental to their long-term financial goals. People tend to become more conservative when markets contract, while they become overly aggressive during market rallies ...

Mantis Funds wins new distribution mandate

CHLOE WALKER  |  MONDAY, 3 APR 2023
... Australia Andrew Lakeman said: "When we launched in 2008, it was in response to a simple premise, our clients' financial goals almost invariably involve a specific target outcome." This outcome is unlikely to change with general volatility in market ...

Betashares launches practice development offering, appoints head

CASSANDRA BALDINI  |  FRIDAY, 31 MAR 2023
... advisers by sharing the knowledge and expertise we've built over a decade of helping Australians progress their financial goals," he explained. "We hope that financial advisers around Australia will leverage the purpose-built resources to help grow and ...

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
... "We're confident that our clients will benefit from the ability to monitor progress toward their life and financial goals in real-time and on the go," he said. Invest Blue managing director David Stephen explained the firm was considering developing ...

ETFs gaining popularity with female investors

CHLOE WALKER  |  THURSDAY, 9 MAR 2023
... we predict there will be parity in the number of females and males using Betashares ETFs to progress on their financial goals in the not-too-distant future."

BlackRock cuts fees on iShares ETFs

CHLOE WALKER  |  MONDAY, 20 FEB 2023
... on finding ways to pass on the benefits of our scale to investors to support them in achieving their individual financial goals."

Capital Group kicks off succession plan

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
... confident the next leadership group will continue to deliver on our mission, helping people achieve their long-term financial goals." Lovelace, who will continue with Capital Group as a portfolio manager, said that over the decades, Capital Group has ...

ASIC commissioner to join Vanguard

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
... our goal of providing Australians, and the advisers that serve them, with a high value offer that supports their financial goals both inside and outside of super," Vanguard Australia managing director Daniel Shrimski said. "The strong foundations built ...