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Showing 851 - 860 of 1539 results for "Goals"

New tech for the new advice world

JAMIE WILLIAMSON  |  TUESDAY, 4 SEP 2018
... platform that enables financial advisers and clients to co-create the advice journey, informed by the clients' financial goals, needs and behavioural habits. A key feature of the software is WealthMap which provides advisers and their clients with ...

CCIV draws mixed reception: Research

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
... technology such as artificial intelligence will be of increasing importance for asset managers to achieve their ambitious goals for growth," she said. Asset managers are also planning to expand product suites into more complex asset classes over the ...

Millennials looking for impact: Research

HARRISON WORLEY  |  THURSDAY, 23 AUG 2018
... companies whose business activities are focused on addressing global issues, notably the United Nations' Sustainable Development Goals (SDGs)." The number of respondents who consider investment returns to be "somewhat or very important" increased five ...

Natixis appoints insto sales head

KANIKA SOOD  |  TUESDAY, 21 AUG 2018
... Australian superannuants." "Our industry must provide suitable investment strategies, if superannuants are to achieve their goals in retirement," she said.

ANZ grilled over Smart Choice sales

JAMIE WILLIAMSON  |  THURSDAY, 16 AUG 2018
... Super product. Typically, branch staff conduct an A to Z review of the customer's financial situation as well as their goals and objectives, and then read a delinking statement and a general advice statement before recommending products, Pankhurst ...

Commitment to ethical investing booms

KARREN VERGARA  |  THURSDAY, 9 AUG 2018
... involved" in carrying out its ESG strategies. The UN, he said, has thoroughly put together the 17 Sustainable Development Goals. Investec treats the SDGs with a lot of respect and focuses on eight of those, he added. One way of measuring the effectiveness ...

MLC MySuper investment budget was tight-fisted: Royal Commission

KANIKA SOOD  |  WEDNESDAY, 8 AUG 2018
... products from the unlisted assets," Hodge said. Smith conceded, saying the words on the paper did read like that. Trustee sets goals for MLC MySuper The trustees set a goal of getting the MLC MySuper product to exceed the 60th percentile in the SuperRatings ...

AMP wealth arm leaked $873 million in first half

KANIKA SOOD  |  WEDNESDAY, 8 AUG 2018
... trend to continue as new education requirements came into effect in 2020. The executives expressed interest in growing its goals based advice, adding that it could go quicker. "We do have a belief in advice...and part of that is going to be ongoing investment ...

Superannuation shortage facing Aussie retirees: AMP

HARRISON WORLEY  |  MONDAY, 30 JUL 2018
... Australians retired with enough superannuation savings to live comfortably. "It's important to think about your retirement goals and whether your super contributions will fund the retirement you want early on in life. Planning early will go a long ...

Poor tech derails financial services marketing: Study

MICHELLE BALTAZAR  |  MONDAY, 30 JUL 2018
... technology posed an issue while a high 86% pegged it as a "minor", "moderate" or "significant" barrier to meeting marketing goals. In recent years, marketing automation has expanded to include social integration, CRM integration, digital footprint analysis ...