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Showing 71 - 80 of 1314 results for "Goals"

Colonial First State appoints inaugural chief executive

CHLOE WALKER | TUESDAY, 26 SEP 2023

... achieve financial freedom and I am looking forward to helping CFS' almost one million members and investors achieve their goals and aspirations," van Horen said.

Advisers boost client portfolios 5.9%

KARREN VERGARA | MONDAY, 25 SEP 2023

... empathy, caring and genuine curiosity," the report shows. This metric also looks at how advisers help clients achieve life-long goals and celebrate personal milestones, as well as help them in challenging times such as trauma, illness, financial crises ...

Financial services marketing is broken: Study

JAMIE WILLIAMSON | WEDNESDAY, 20 SEP 2023

... and both sides agree that they need to work together more efficiently to improve the business and help it meet its overall goals. That means having constructive conversations - and it could also mean using AI-driven technology to enhance processes by ...

Younger Aussies want advice but don't know how to get it: CFS

CASSANDRA BALDINI | WEDNESDAY, 20 SEP 2023

... be able to provide more tailored and single-topic advice so they can support more Australians to achieve their financial goals," he said. "CFS supports a vibrant advice sector. We want to see more Australians benefiting from access to advice and we want ...

Aussie investors tighten purse strings: Survey

CHLOE WALKER | TUESDAY, 19 SEP 2023

... investors "to re-evaluate their investment strategies to consider how they can achieve wealth creation or their financial goals and objectives outside of superannuation and property." The research also showed a 7% decline in female investors since 2022 ...

ClearView welcomes chief of staff

CASSANDRA BALDINI | MONDAY, 18 SEP 2023

... communication, and stakeholder management skills and will help drive strategic outcomes as we work towards achieving our FY26 goals." Commenting on the appointment, Leong shared her excitement. "ClearView is a dynamic company that has gone through a ...

Rest hires former EISS Super risk chief

ELIZABETH FRY | FRIDAY, 15 SEP 2023

... compliance (investments). "Managing risk and our compliance obligations is a key enabler for Rest to achieve its strategic goals and ultimately help our members achieve their best possible retirement outcomes," Kyle said. "Stephanie brings a wealth of ...

New head of infrastructure at VFMC

ELIZABETH FRY | MONDAY, 11 SEP 2023

... infrastructure portfolio, and his promotion to head of infrastructure underscores the organisation's commitment to long-term goals and the development and confidence in our talented people." Baker added: "I am excited for the opportunity to lead ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON | THURSDAY, 7 SEP 2023

... get those members into investment portfolios earlier that enables them to continue to build wealth towards their future goals," Scully said. He added that changes to the financial advice landscape in recent years have largely focused on the quality of ...

Spaceship launches US investing service

JAMIE WILLIAMSON | WEDNESDAY, 6 SEP 2023

... available for purchase. This diverse array of options enables investors to craft a portfolio that aligns with their financial goals, risk tolerance and personal preferences." Spaceship chief executive Andrew Moore said the aim is to democratise access ...

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Aware Super hires head of corporate development

JAMIE WILLIAMSON

The $175 billion superannuation fund welcomed its first head of corporate development as it looks to be a "merger partner of choice" in the industry.

Link Group rebrands as acquisition completes

JAMIE WILLIAMSON

Link Group announced its new name ahead of delisting from the ASX at today's market close.

Crescent Capital sells down ClearView stake

ELIZA BAVIN

ClearView has been alerted that Crescent Capital wishes to sell a major share in the company.

Social media influencers charged for promoting shady investments

ANDREW MCKEAN

Reality TV stars from shows like Love Island, Geordie Shore, and The Only Way Is Essex are due to face Court for pushing unauthorised investment schemes on their followers.

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Expert Feed

Paul Tynan

Chief Executive Officer

Connect Financial Service Brokers

Why advisers should consider offering general insurance to HNW clients

I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.

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David Carney

Director

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The role of AI in financial planning: Insights from the US

Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...

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Prue Cheeseman

Personal Wealth Manager

HLB Mann Judd Wealth Management (NSW)

Considerations when nominating a charity for your super upon death

There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.

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Paul Miron

Managing Director

Msquared Capital

The end of free money

With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...

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Matt Gaden

HEAD OF AUSTRALIA
JANUS HENDERSON INVESTORS (AUSTRALIA) LIMITED

Helping investors traverse financial markets and build their wealth during the peaks and troughs is Janus Henderson Investors head of Australia Matt Gaden's game plan. He tells Karren Vergara why in this long game of investing, active management wins.

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