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Showing 71 - 80 of 1416 results for "Goals"

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... paid, Sequoia said it accrued the amount in the FY24 financial statement but did not disclose exactly how much. "One of our goals over the next two years is to further expand our number of self-employed advisers in financial planning under the Interprac ...

Retirees not confident in Age Pension: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 23 AUG 2024
... contributor Bec Wilson said. "Our research indicates a strong desire for education and advice to help achieve retirement goals and alleviate concerns about running out of money." According to the study, 28% of the participants have not yet developed ...

Minchin Moore merges with Brand Financial

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... Financial has always been known for. I look forward to continuing to serve our clients and helping them achieve their financial goals."

Rest cuts investment options

ELIZA BAVIN  |  WEDNESDAY, 21 AUG 2024
... because we want all our members to feel confident about making investment choices that truly align with their retirement goals and what's important to them." The changes to the investment option objectives will include updating the objective descriptions ...

Principal AM hires from BlackRock

ELIZA BAVIN  |  MONDAY, 19 AUG 2024
... complex needs of institutional investors will be instrumental in delivering tailored solutions that align with our clients' goals," de Mestre said. "As we continue to broaden our presence in Australia, Stuart's role will be crucial in not only strengthening ...

Hostplus adds investment options, makes fee changes

ELIZA BAVIN  |  FRIDAY, 16 AUG 2024
... and investment needs. That's why we offer investment options designed to cater for a wide range of retirement savings goals, risk appetites, investing styles and timeframes," the fund said. "On 1 October 2024, we're expanding our investment menu ...

UK pension giant eyes Australian timber

JAMIE WILLIAMSON  |  FRIDAY, 9 AUG 2024
... "Timberland represents a unique investment that offers Nest's members the opportunity to combine investment and sustainability goals, which include enhanced portfolio diversification, a hedge against inflation, carbon removal to help mitigate climate ...

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON  |  THURSDAY, 8 AUG 2024
... model for our advice business to provide certainty for AMP advisers and our people. We believe this partnership achieves our goals and is the right strategic fit," AMP chief executive Alexis George said. "Over the past three years we've made significant ...

Brookfield expands $1bn student accommodation portfolio

MATTHEW WAI  |  TUESDAY, 6 AUG 2024
... choice to live in boutique, experience-led accommodation, which gives them the foundation they need to succeed in their goals." Citiplan will continue to own the other 50% of Journal Student Living.

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... research found people considering advice often don't have a good understanding of how the service will help them achieve their goals - both financial and emotional. For 63% of prospects, if advisers clearly articulate and illustrate this, they can impact ...