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Showing 891 - 900 of 1539 results for "Goals"

Macquarie partners with wealth fintech

ALEX BURKE  |  TUESDAY, 8 MAY 2018
... together market leading technology and innovation, with scale and security to support advisers and clients in reaching their goals," Garrett said. "Our focus is on increased flexibility and personalisation through our innovative digital banking and wealth ...

Chief economist update: Fed's on target, BOJ takes out target

BENJAMIN ONG  |  THURSDAY, 3 MAY 2018
... speculations of a policy exit. But these speculations are, instead, making it more difficult for the BOJ to achieve its goals. As seen in early March, speculations of an exit alone led to a jump in the yen and 10-year Japanese bond yields - conditions ...

Women less prepared for retirement: BTFG

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... their confidence in managing their super and investments, helping them take a more active role in achieving their financial goals," Howes added. Recently BT released research highlighting millennials as optimistic about their future despite the rising ...

Millennials faring well financially: BTFG

HARRISON WORLEY  |  MONDAY, 23 APR 2018
... good money habits. "We know millennials are often preoccupied with balancing their day to day spending with longer term goals such as a getting a foot on to the property ladder and wealth building. So it's good to see that, despite these admirable goals ...

Industry welcomes final Better Banking report

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... the reform program and, in a rapidly changing world, it will be important for momentum to be maintained if the industry's goals are to be achieved," McPhee said. Commenting on the final report, Westpac chief executive Brian Hartzer highlighted how the ...

SMSF pool still ripe for financial advice: AMP

KANIKA SOOD  |  FRIDAY, 13 APR 2018
... SMSF trustees are looking for help to set up the right portfolio to reduce risk while still supporting their retirement goals. It's an opportunity for advisers to share their expertise with new and existing SMSF clients," AMP Capital global head of marketing ...

Optimo adds SMSF modelling to platform

KARREN VERGARA  |  FRIDAY, 13 APR 2018
... production phase will include modelling property within SMSFs. In July last year, Pathfinder added a functionality to make goals-based advice more seamless for advisers. It uses an algorithm to develop a goal-orientated approach. Bannister said at the ...

Industry fund invests $100 million in renewable energy

KANIKA SOOD  |  WEDNESDAY, 11 APR 2018
... the transition to a climate resilient economy and enables Cbus to contribute to the United Nations Sustainable Development Goals," Callebaut said.

AustralianSuper boosts digital capabilities for engagement

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
... mid-year. "We saw an opportunity to better build relationships and talk with our members to help them achieve their retirement goals. With the updated mobile app that includes in-app messaging, members can now have direct access to AustralianSuper instantly," ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... independent and non-aligned financial advisers to get involved in designing and building better software for the delivery of goals-based advice. The Association of Goals Based Advice is inviting advisers to participate in the development of software ...