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Showing 871 - 880 of 1539 results for "Goals"

Robo-advice users in for the long haul

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
Young people are increasingly turning to robo-advice services for long-term goals like growing wealth outside of superannuation and saving for retirement, according to Six Park. Insights from the automated investment platform show 36.5% of its users ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... space covering both single-sector asset classes and multi-asset class offerings, comprising a range of risk profiles and goals-based objectives. With many investment managers now offering managed account products, the awards acknowledge the growing significance ...

Balanced portfolios better than chasing winners: Research

HARRISON WORLEY  |  FRIDAY, 6 JUL 2018
... coattails of a short-term winner. Latest research from Russell Investments finds Australian investors with long-term investment goals should seek diversification in their portfolios instead of relying on a singular asset class. According to the 2018 ...

Trade-off needed on existing adviser standards: Fox

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUL 2018
... trade-off is required in order for the Financial Adviser Standards and Ethics Authority to meet its "mutually exclusive" goals for increasing industry professionalism. Former AFA chief executive and Smart Brave Consulting managing director Brad Fox said ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... have lost the meaning of the document - it's become all about compliance and is no longer about the client achieving their goals."

ESG reporting strong through 2017: ACSI

OSKAH DUNNIN  |  WEDNESDAY, 27 JUN 2018
... shareholders," the report said. ACSI noted 69 ASX200 companies disclosed social diversity targets, with 53 detailing climate-related goals and another 52 outlining safety policies. It said 83 cents of each dollar invested in the ASX200 reaches companies ...

TAL to boost adviser underwriting knowledge

HARRISON WORLEY  |  MONDAY, 25 JUN 2018
... SuperFriend. The program is designed to improve customer and employee mental health by educating claims managers on the goals of claimants, while TAL people leaders are undergoing training designed to equip them with the tools required to support their ...

FPA predicts self-licensing tsunami

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... current AFS licensing regime is standing in the way of financial advisers delivering greater value. During a discussion about goals-based advice at a recent Advice Intelligence roundtable, FPA head of policy and government relations Ben Marshan said ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD  |  WEDNESDAY, 20 JUN 2018
... offering and track record in Asia Pacific. We think Quantifeed is well-positioned to help customers achieve their financial goals and financial advisers strengthen the customer experience," Sowerby said in a statement. Quantifeed provides B2B robo-advice ...

TAL bolsters senior leadership

KARREN VERGARA  |  MONDAY, 18 JUN 2018
... designed to improve customer and employee mental health. Claims managers will receive training on how best to understand the goals of claimants by utilising strength-based, outcome-focused techniques. The programs are based on a framework designed by ...