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Showing 951 - 960 of 1539 results for "Goals"

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
Despite growing popularity of the goals-based advice model, financial advisers are struggling to integrate existing systems with the goals-based approach. An opportunity exists for financial planning software providers to develop a solution capable ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney ...

Advisers grapple with client retention: Research

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... significant increase from the prior year (45%). Choi said keeping clients well informed on their progress towards achieving their goals is key to enhancing perceptions of value and in turn, improving client retention. He added the most common unmet advice ...

AMP rolling out enhanced goals-based advice business

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
AMP will roll out the next evolution of its dedicated goals-based financial advice business this month with an expected step change being the way clients converse about their advice experience. AMP Advice will use real-time modelling to demonstrate ...

GPS robo-adviser launches

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
... Golombick and Greg Einfeld said Plenty Wealth provides a financial roadmap and acts like a "GPS service" in terms of financial goals, covering automated advice from budgeting and cash flows, to insurance, property and investments. One of the biggest ...

US recommends asset manager stress tests be removed

DARREN SNYDER  |  FRIDAY, 27 OCT 2017
... management sector. "More than 100 million investors hold $20.5 trillion in assets in registered funds to help meet important goals like saving for retirement, so it is vital that regulation of the asset management sector promotes the interests of fund ...

StatePlus partners for holistic retirement transition

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... expectancies increasing, last longer than people expected," he said. StatePlus' financial planners can help clients focus on their goals and aspirations in retirement by reducing much of the stress and uncertainty in the years prior to leaving the workforce ...

Vanguard aims to defuse the active debate

ALEX BURKE  |  TUESDAY, 24 OCT 2017
... portfolio," Vanguard Australia head of investment strategy Aidan Geysen said. "Investors will invariably have different goals, return requirements, time horizons and risk tolerance, and so whether or not a higher allocation to active is appropriate can ...

Standard Life launches impact fund, appoints managers

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... of 35 to 60 stocks, all which meet a series of criteria designed to reflect the United Nations' Sustainable Development Goals. The criteria are that stocks "support the delivery of measurable, positive environmental and social impact while seeking to ...

Taking advice to the streets

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... financial advice journey might just be the ticket to getting more people engaged with the industry and achieving financial goals. With just 20% of Australians receiving financial advice, Madison Financial Group chief executive Annick Donat is passionate ...