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Showing 861 - 870 of 1539 results for "Goals"

Former Australian Unity executive joins advice licensee

JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
... him to have real empathy with the challenges our advisers face in helping clients achieve their financial and lifestyle goals."

SMSFA slams PC draft findings

KARREN VERGARA  |  WEDNESDAY, 25 JUL 2018
... as the motivations behind members setting up their own funds, such as increased control and their individual retirement goals.

Franklin Templeton appoints managing director

KANIKA SOOD  |  WEDNESDAY, 18 JUL 2018
... appointed a managing director and head of investments solutions for its Asian business, capitalising on a strong demand for goals-based investment strategies in the region. Subash Pillai joined Franklin Templeton in its Singapore offices in May and will ...

Aussie seniors fear GFC repeat

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... income ranked as the most important financial goal among seniors, with having an income for life coming a close second. Other goals that ranked highly included the ability to afford aged care and medical costs, savings that can be withdrawn when needed ...

Innovators must cooperate: Stone and Chalk

HARRISON WORLEY  |  MONDAY, 16 JUL 2018
... executive Alex Scandurra said collaboration was the new way forward for startups in Australia. "If Australia is to realise the goals of the National Innovation & Science Agenda and become the 'innovation nation' we speak about wanting to be, it will ...

Advisers demand self-licensing regime: Poll

KARREN VERGARA  |  MONDAY, 16 JUL 2018
... licensing regime is standing in the way of financial advisers delivering greater value. During a discussion panel about goals-based advice last month, Marshan said construction of the current licensing regime is hindering advisers' ability to demonstrate ...

ETF industry swells to $39 billion, global equities dominate

KANIKA SOOD  |  MONDAY, 16 JUL 2018
... international equities (44%), Australian equities (40%), fixed interest (8%), cash (4%), commodities (2%), currency (1%) and nil for goals-based and diversified exchange traded products. These numbers are based on $36 billion in funds under management ...

Church threatens to dump $21bn of fossil fuels

KANIKA SOOD  |  MONDAY, 16 JUL 2018
... managers has voted to sell $21 billion worth of investments in fossil fuels if the companies don't align to climate change goals by 2023. The Church of England's parliament voted 347 to four in favour of the decision, with three voters abstaining. ...

Should high-income earners pay charity levy?

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
... child wellbeing." Better wealth distribution can not only improve social outcomes aligned to the Sustainable Development Goals but would also help to address rising levels of mistrust around how governments raise and use taxes to provide services, the ...

Pre-retirees fear longevity risk: AustralianSuper

JAMIE WILLIAMSON  |  THURSDAY, 12 JUL 2018
... contribute to confidence during and just before retirement: building wealth, community, health and wellbeing and setting goals," Garrido said. The research shows that 68% of pre-retirees surveyed believe retirement will provide opportunities to make ...