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Showing 801 - 810 of 1539 results for "Goals"

Link Group restructures, adds executives

JAMIE WILLIAMSON  |  FRIDAY, 15 MAR 2019
... deliver enhanced opportunities for product, process and service innovation, in order to better support our clients' growth and goals," Link Group said. A chief operations officer of O,T&I for the Asia Pacific region has also been appointed in former ...

IRESS general manager joins advice group

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2019
... network, but more importantly to enable FYG advisers to deliver professional, consistent advice to help clients achieve their goals, he added. As at October 2018, FYG had 55 advisers attached servicing more than 9000 clients.

Investors stick with managed accounts despite volatility

HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
... strategy, and that they are working closely with their investment adviser to maintain their strategy to achieve their long term goals. "This speaks volumes for the "value added" service provided by financial advisers to their clients." Total funds within ...

Financial concerns drive women to online investing

HARRISON WORLEY  |  FRIDAY, 8 MAR 2019
... financial future on a daily or weekly basis, and more than half don't think or know if they are on track to meet their financial goals. Despite recent progress, Fidelity International managing director Alva Devoy said not enough women are investing in ...

Women-led super funds continue to shine

JAMIE WILLIAMSON  |  FRIDAY, 8 MAR 2019
... a clear reminder of why board and management diversity matters, he said. "It highlights that businesses that kick these goals have more perspectives in their ranks to make better decisions and are therefore more profitable," he said. Super funds with ...

Cardena Private Wealth names managing director

KARREN VERGARA  |  WEDNESDAY, 13 FEB 2019
... Securities to grow business opportunities and held several leadership roles at Hillross Financial Services. Djani commented: "Our goals for the future are to continue to provide the highest standards of financial advice and exemplary service to our clients." ...

Mercer names head of investment consulting

KARREN VERGARA  |  TUESDAY, 12 FEB 2019
... years, focused on risk management and retirement solutions. Rebecca Jacques, the former general manager of the Australian Goals Based Advice Association (AGBA), recently joined as a senior investment consultant in the institutional wealth team. Armitage's ...

Industry fund launches new integrated platform

KANIKA SOOD  |  FRIDAY, 8 FEB 2019
... drive value from it." "We can now validate conclusions about where our members are in terms of achieving their retirement goals. Therefore when meeting with members, we are able to better help them make a real difference in their financial future, which ...

ipac Securities investment leader retires

JAMIE WILLIAMSON  |  WEDNESDAY, 6 FEB 2019
... determining the strategic direction of the ipac suite of funds and played a key role in the development of AMP Capital's goals-based fund range. His responsibilities have been assumed by Stephen Flegg, who has acted as portfolio manager of the funds ...

Wealth manager appoints former NSW Premier to chair foundation

HARRISON WORLEY  |  WEDNESDAY, 6 FEB 2019
... homeless and destitute people across Australia to break cycles of disadvantage and support themselves. These are worthy goals that deserve support." Farook praised the foundation's efforts to promote the protection of cultural artefacts. "Australia is ...