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Showing 71 - 80 of 235 results for "Financial goals"

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
... "We're confident that our clients will benefit from the ability to monitor progress toward their life and financial goals in real-time and on the go," he said. Invest Blue managing director David Stephen explained the firm was considering developing ...

ETFs gaining popularity with female investors

CHLOE WALKER  |  THURSDAY, 9 MAR 2023
... we predict there will be parity in the number of females and males using Betashares ETFs to progress on their financial goals in the not-too-distant future."

BlackRock cuts fees on iShares ETFs

CHLOE WALKER  |  MONDAY, 20 FEB 2023
... on finding ways to pass on the benefits of our scale to investors to support them in achieving their individual financial goals."

Capital Group kicks off succession plan

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
... confident the next leadership group will continue to deliver on our mission, helping people achieve their long-term financial goals." Lovelace, who will continue with Capital Group as a portfolio manager, said that over the decades, Capital Group has ...

ASIC commissioner to join Vanguard

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
... our goal of providing Australians, and the advisers that serve them, with a high value offer that supports their financial goals both inside and outside of super," Vanguard Australia managing director Daniel Shrimski said. "The strong foundations built ...

ETF sentiment continues to grow: BetaShares

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
... seen record outflows as more investors continue to turn to ETFs as the vehicle of choice for progressing on their financial goals." Looking ahead, Vynokur said it would seem investors are thinking more about overall cost and diversification within their ...

Financially stressed Aussies believe advice could improve well-being

CASSANDRA BALDINI  |  THURSDAY, 1 DEC 2022
... their household budget. According to the study, 72% of respondents believe advice would help them achieve their financial goals and 61% think advice could help them navigate the impact of recent economic events. Despite the perceived benefits associated ...

Principal Financial Group to rebrand investment unit

CASSANDRA BALDINI  |  TUESDAY, 11 OCT 2022
... investment solutions increases, Principal Asset Management is well positioned to help our clients achieve their financial goals." The $507.1 billion asset manager said it's leveraging talent, technology, and its global footprint to bring the firm's public ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... professionals to see the overall net worth of a household in one place. "Advisers can now better define specific financial goals for their clients and use that data to power its Best Life projections," Envestnet | Yodlee said. "Additionally, rather than ...

Vanguard to liquidate factor ETF

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2022
... year due to insufficient demand. "Under the right circumstances, factor products may help investors achieve their financial goals," Vanguard said. "The firm's remaining US factor products have a combined US$3.4 billion in assets and continue to deliver ...