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Showing 961 - 970 of 1539 results for "Goals"

Advice improves lifestyle outcomes: Research

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... Fuchs said the research validates the value financial advisers provide to Australians in helping them achieve financial goals and retirement dreams. "Most Australians have a pretty good idea of the lifestyle they want to live now and in retirement. But ...

FPA celebrates World Financial Planning Day

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... consumers understand the value of financial planning and making investment choices within the context of financial and life goals," De Gori said. Global licensing body, the Financial Planning Standards Board (FPSB), is hosting the inaugural World Financial ...

ASIC adds life insurance to school curriculums

KARREN VERGARA AND JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
... people to be financially responsible and instil discipline in them that will help turn their dreams in realistic, achievable goals. Through a concert, multimedia presentation and talkback, the band discusses topics such as predatory lending, the danger ...

Security top of mind for investors seeking advice

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
... value, with only 14% naming investment returns. A further 20% of investors ranked their progress toward achieving their goals as the top benefit, with Butler adding that advisers aid those goals by setting the right expectations. "When investors work ...

China industrial profits surge

BENJAMIN ONG  |  THURSDAY, 28 SEP 2017
... for the Politburo to achieve its targets over the next five years. Sure Congress hasn't convened as yet, but its five-year goals have already been telegraphed. XinhuaNet quotes a draft statement by the CPC central committee to be submitted at the meeting ...

Advisers can scale via workplace super clients

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
... noted quality advice attached to a workplace super plan gives members the best possible opportunity to achieve retirement goals - something that is now recognised as a genuine staff benefit. Advisers are encouraged to ask business owner clients about ...

Physical health inspires financial health

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
... and how they view their financial futures, with those who play sport regularly being 64% more likely to reach financial goals, while less active Australians are twice as likely to have no financial goals at all. Sporty Australian's are 66% more likely ...

Multi-member SMSFs shun risky investments: Research

EMMA RAPAPORT  |  FRIDAY, 22 SEP 2017
... sure any investment decisions they make are in their best interests and will meet retirement and other long-term financial goals." Professor Ralf-Yves Zurbrugg from the University of Adelaide said academic studies have also shown that the desire for ...

Inaugural Technical Paper of the Year awarded

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... believe in and how you want to invest - is the most critical part. Identifying this and marrying that together with the goals and strategies your clients are looking for, will greatly benefit you in the long run," he said. Meanwhile, Praemium was also ...

Lower returns but higher balances for SMSFs

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
One quarter of self-managed superannuation fund retirees have a less than 50% chance of achieving their retirement goals with the amount needed to afford a comfortable retirement jumping 17%. Latest research from the SMSF Association and Accurium demonstrates ...

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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