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Showing 911 - 920 of 1539 results for "Goals"

AMP cuts fees for new wholesale fund suite

ALEX BURKE | THURSDAY, 15 FEB 2018

... commitment to offer high-quality platform and investment solutions to help customers achieve their investment and retirement goals." The new range follows AMP reporting its FY 2017 results, where the company delivered an underlying profit of $1.04 billion ...

FPEC chair steps down

KARREN VERGARA | WEDNESDAY, 14 FEB 2018

... and research shows that people who work with a CFP professional generally feel more confident in achieving their financial goals," De Gori said. He added the CFP designation is the only financial planning designation recognised worldwide that requires ...

Client engagement tool gains ground

JAMIE WILLIAMSON | FRIDAY, 9 FEB 2018

... advisers to white label its platform to provide clients with an interactive portal where they can explore their financial goals, spending habits and retirement readiness. The client is offered a personalised journey that will ready them for a face-to-face ...

AMP considers "all alternatives" in life insurance portfolio review

ALEX BURKE | THURSDAY, 8 FEB 2018

... partnerships, China Life AMP Asset Management," Meller said. He added: "In wealth management, we've delivered the next phase of our Goals 360 advice platform - the goals modelling engine - enabling advisers to show customers the achievability of their ...

Planners preferred over super for wealthier retirees: Research

ALEX BURKE | WEDNESDAY, 7 FEB 2018

... that Australians are most inclined to speak to planners (33%) or super funds (25%) for assistance in reaching retirement goals. For those with a balance of less than $100,000, Investment Trends senior analyst King Loong Choi explained, they are "just ...

Performance fees drive Janus Henderson post-merger revenues

ALEX BURKE | WEDNESDAY, 7 FEB 2018

... delivering for our clients. Our work together since announcement has reinforced our shared culture and aligned business goals." Weil added: "The combined firm, Janus Henderson, creates a truly global active asset manager that is well positioned to succeed ...

Open banking regime to boost advice

DARREN SNYDER, KARREN VERGARA | MONDAY, 5 FEB 2018

... says the next phase is adding more value in terms of protecting clients from making financial mistakes, helping achieve goals effectively and keeping them more accountable. This is an extract of a news story first published in the latest issue of Financial ...

Insto investors looking for company transparency: Research

ALEX BURKE | FRIDAY, 2 FEB 2018

Institutional investors are looking for detailed disclosure from portfolio companies about their strategy and goals, board composition and ESG commitments, according to research from global consultancy Morrow Sodali. The research was based on a survey ...

Small cap IPOs surge above the market in 2017

ALEX BURKE | THURSDAY, 1 FEB 2018

... sentiment towards the IPO market appears reasonably healthy, with 79% of IPOs meeting or exceeding their capital raising goals. In total, new IPOs obtained 94% of the total funds being sought. "In a sign of increasing market confidence, the underwriting ...

Derivatives costly and ineffective: Research

KARREN VERGARA | MONDAY, 29 JAN 2018

... question is whether they provide a greater benefit than their cost. This can only be judged through the prism of members' goals, which is shaped by super's underlying purpose," he said. While downside protection always has a cost, futures-based dynamic ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

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

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

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 | 11:09AM

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 | 12:20PM

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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