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Showing 901 - 910 of 1539 results for "Goals"

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... were specific challenges that were preventing advisers from scaling and holding them back from achieving their business goals. They were faced with compliance and admin work that "clogs up a lot of the back office" which drives up the cost to deliver ...

Milliman hires for greater adviser exposure

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... of a number of the emerging trends shaping the financial advice industry, including the development and implementation of goals based advice tools and frameworks, investment solutions to help manage sequencing and longevity risk, and detailed research ...

ABDO unveils top investment strategies

KARREN VERGARA  |  THURSDAY, 22 MAR 2018
... an example, clients that invest in this fund are endowments, charities, pension plans and retirees that all have the same goals, Angwin said. This is to preserve capital and deliver returns that beat inflation with a decent margin of 4% to 5% over the ...

AMP flags new practice management platform

ALEX BURKE  |  TUESDAY, 20 MAR 2018
In its 2018 Sustainability Report, AMP said it was investing in a practice management tool as part of its Goals 360 advice platform. The tool will be built on the Salesforce platform and integrates customer relationship management, operational reporting ...

Chief economist update: Hostage to speculations

BENJAMIN ONG  |  FRIDAY, 16 MAR 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 ...

Former Bennelong chair joins Copia

KANIKA SOOD  |  THURSDAY, 15 MAR 2018
... due for a shake-up and managers with unique capabilities will play an important role in helping investors achieve their goals. Copia is well placed and resourced to partner strategically with existing and new investment managers," Copia chief executive ...

Successful implementation of super code critical

STEPHEN FAY, JAMIE WILLIAMSON  |  THURSDAY, 15 MAR 2018
... insurance in super, then clearly you don't." He went on to say that it had the potential to stop funds seeking to meet the other goals within the code, for example on claims dispute resolution timeframes. In implementing the code, Minto said there was ...

No room for complacency: Rowell

KANIKA SOOD  |  MONDAY, 12 MAR 2018
APRA will monitor trustees closely as to how they set, assess, and work towards performance goals for their superannuation fund in 2018. APRA deputy chair Helen Rowell said in Canberra recently that trustees will have to set strategic objectives, keep ...

AMP introduces SMA range

JAMIE WILLIAMSON  |  MONDAY, 12 MAR 2018
... by the AMP research team, the portfolios provide access to a diversified range of managed funds designed to meet specific goals within three key categories: accumulation, income and objective-based. The portfolios incorporate AMP's Advantage Funds range ...

AMP head of retail sales departs

ALEX BURKE  |  WEDNESDAY, 7 MAR 2018
... AMP in 2008 as head of retail sales and marketing; he then became acting director, contemporary wealth management, head of goals-based solutions and head of bank sales before taking on his most recent position. In a social media update, Craig emphasised ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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