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Showing 821 - 830 of 1539 results for "Goals"

Portfolio implementation delays costing investors

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... outsourcing day-to-day portfolio management to an experienced team of investment consultants and focusing on providing holistic, goals-based advice."

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... 19% in the 2016 survey. Investment Trends research director Recep Peker said the rise speaks to a broader attraction in goals or objectives-based financial advice. In the last 12 months, the proportion of advisers who say they are very familiar with ...

Former AFL club president joins super fund

JAMIE WILLIAMSON  |  THURSDAY, 13 DEC 2018
... executive Dascia Bennett said. "The board and I are really looking forward to working with Greg to achieve our strategic goals for members and the fund." Boulton also sits on the boards of Cancer Council SA, Southern Gold Limited, Kogi Iron and Kangaroo ...

Mercer names senior investment consultant

KARREN VERGARA  |  THURSDAY, 13 DEC 2018
... investment consultant in the Institutional Wealth Pacific team. Jacques is the former general manager of the Australian Goals Based Advice Association, a role she held from September 2017 until July 2018. Her previous experience includes several consulting ...

Lenders must recognise millennial wealth strategies

DARREN SNYDER  |  TUESDAY, 27 NOV 2018
... effectiveness as a wealth creation strategy and on a net-basis agree others their age should also use leverage to achieve their goals," Carver said. Investment Trends modelling suggests a further 81,000 online investors intend to begin using gearing ...

Advice software founder steps down

JAMIE WILLIAMSON  |  FRIDAY, 23 NOV 2018
... of its business plan and structure to ensure shareholders' resources are used most effectively to achieve the company's goals. "I feel very fortunate to have the opportunity to lead the company into the next phase of growth and technology advancement. ...

Special Report: Hitting new ETF goals

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
More investors are turning to fixed income ETFs as a way to finetune their bond portfolios. Karren Vergara finds out what is driving the demand and why this new wave of defensive ETFs is here to stay. Recalling the sharp market correction that stung ...

TCorp sets green bond record

DARREN SNYDER  |  WEDNESDAY, 14 NOV 2018
... result" enabled the Government to attract investors who can contribute capital to "accomplish more than just infrastructure goals." "This approach to raising capital diversifies our investor base and allows us to deliver on environmental outcomes alongside ...

Scrapping LRBAs would be detrimental to investors

DARREN SNYDER  |  WEDNESDAY, 7 NOV 2018
... businesses (SMEs) where owners are looking to 'marry' their business objectives with their long-term retirement savings goals," he said. "It's to be hoped that the current review of LRBAs by the Council of Financial Regulators gives this form of debt ...

AMP hires from MLC

KANIKA SOOD  |  THURSDAY, 1 NOV 2018
... recent years, John understands what advisers' value and require to support their customers in achieving their financial goals," Mahan said.