Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 971 - 980 of 1539 results for "Goals"

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... all three aspects. Praescius Financial Group founder and managing director Gareth Jakeman, who spoke about the benefits of goals-based planning using managed accounts, said advisers can gain clients' trust if the process is set clearly in place. Clients ...

Why managed accounts need a 'no exceptions policy'

KARREN VERGARA  |  FRIDAY, 15 SEP 2017
... will flow from having clear processes around managed accounts that the client understands and draws a link between their goals and how advisers invest their money, Jakeman said. He added advisers should think of the investment piece as fuel for the tank ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... and ETFs. CARE was an ideal way of explaining complex topics to clients and assesses how they were tracking to retirement goals for example, he said. The 'C' stands for 'core portfolios' with a long-term strategic asset allocation making up the bulk ...

SSGA hires head of SPDR ETFs

EMMA RAPAPORT  |  WEDNESDAY, 13 SEP 2017
... at KBC Asset Management and Fidelity International. "Appointing Meaghan to lead our Australian ETF business advances our goals of having a strong global leadership team in place that is committed to serving our clients," SSGA global co-head of SPDR ETFs ...

Holistic wealth management solutions remain advice key: NAB

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
... are re-shaping the traditional 'Australian Dream' as they place more emphasis on lifestyle and wellbeing over traditional goals such as owning a house or car," the report said. "These preferences extend to the value they place on creating social value ...

Shaw and Partners leverages success to grow SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... characteristics for investors. Further, Shaw and Partners uses the seven asset class based portfolios as the building blocks of its goals-based portfolios by running an asset allocation strategy appropriate to the objectives of each goal portfolio. Investors ...

AMP joins forces with US advice firm

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
AMP will strengthen its goals-based financial advice capabilities through a partnership with a US advice business, collectively working to develop a new wealth management operating system and share intellectual property. As per a formalised partnership ...

Centrepoint forms fintech alliance

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
... and more accurate financial decisions to be made and promoting shared responsibility towards achieving client's financial goals. Following a review of the major cashflow solution providers in the market, Centrepoint head of technology Eoin McDonnell ...

AMP and Challenger ink annuities deal

ALEX BURKE  |  TUESDAY, 5 SEP 2017
... secure retirement income to ensure retirees meet their needs through their entire retirement. They support AMP's approach to goals-based advice for Australia's retirees," Howes said. AMP said the rates and features of the Challenger products it now administers ...

IRESS announces senior leadership restructure

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
... its chief operating officer. As part of a global strategy to drive continued growth and ensure alignment to its long-term goals, Matthew Rady will leave the technology company at the close of September. The role of group executive - financial markets ...

Editor's Choice

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.

Videos

Brought to you by
MORE VIDEOS

Products

Financial Standard Guide To Series

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.
MORE INFO
Financial Standard Publisher's Forum

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.
MORE INFO
Financial Standard Product Showcases

Product Showcases

Putting the spotlight on investment products that matter.
MORE INFO

Expert Feed

Industry Events

MORE INDUSTRY EVENTS
JUL
9

Mid-year market update 

JUL
21

Advisers Big Day Out - Cairns 

JUL
23

Advisers Big Day Out - Sunshine Coast 

JUL
24

Advisers Big Day Out - Gold Coast 

JUL
28

Advisers Big Day Out - Hobart 

Featured Profile

MORE PROFILES
Brian Redican

Brian Redican

CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION
What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.
READ MORE
The Financial Standard podcast
Tune in each week as we discuss the latest developments in Australia's wealth management industry.
Financial Standard podcast
Spotify
Apple Podcasts
Amazon Music
YouTube
Follow Financial Standard on Facebook
Follow Financial Standard on Twitter
Follow Financial Standard on LinkedIn
Follow Financial Standard on Instagram
Rainmaker Information Pty Ltd - ABN 86 095 610 996
part of ISS - Institutional Shareholder Services, © Copyright 2026, All Rights Reserved
MarketSage  -  MarketPulse  -  MarketPro  -  Media