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Showing 81 - 90 of 235 results for "Financial goals"

Financial stress at record highs: AMP

ANDREW MCKEAN  |  WEDNESDAY, 7 SEP 2022
... many Australians to engage with their finances. "More of us are recognising that simple steps such as setting financial goals, establishing a budget and accessing credible online educational resources can have a positive impact on financial peace of ...

Financial literacy in Australia drops by almost 10%

CASSANDRA BALDINI  |  TUESDAY, 6 SEP 2022
... generally more likely to have a household budget compared to women. Men were also generally more likely to have financial goals compared to women although this relationship was inversed for the 18-24 age category. This suggests that while younger men ...

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
... Midwinter's financial advice software can now access the interactive tool to assist their clients in achieving their financial goals, based on their situation and priorities. The engine uses clients' financial information to provide strategic direction ...

UBS launches small cap strategy in Australia

CASSANDRA BALDINI  |  WEDNESDAY, 17 AUG 2022
... insights into what clients here and around the world are seeking from an investment product - both financial and non-financial goals," she said. Telfer added that UBS will also debut three more strategies in Q4 2022. "We believe (the new strategies) ...

Aussie investment habits improving: Superhero

CHLOE WALKER  |  WEDNESDAY, 10 AUG 2022
... nearly half (49%) of Superhero investors said they are planning on using the new financial year to sort out their financial goals for the year ahead. Younger investors aged between 18-24 also view the end of financial year as an opportunity to start ...

Insignia Financial, Personetics partnership

CASSANDRA BALDINI  |  THURSDAY, 4 AUG 2022
... better visibility of their finances and receive personalised support and guidance in everyday life to achieve their financial goals and enjoy a sense of financial wellbeing throughout life - not just at retirement," he said. The partnership looks to ...

BlackRock appoints head of iShares, index investment

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... our efforts in Australasia to democratise investing to help a broader base of investors achieve their long-term financial goals," he said.

Practifi partners with Voyant

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
... individual assets and economic factors (such as inflation) into account to help clients determine whether their financial goals are attainable. Financial modelling data can now flow from Practifi into Voyant's platform to eliminate rekeying. Commenting ...

Younger generations lead the SMSF surge: Vanguard

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
... principle of investing to capture market gains over the long term are the ones who are more likely to achieve their financial goals." The report illustrated that SMSFs cited rising interest rates, inflation and market volatility as the foremost factors ...

Millennials want financial advice: Natixis IM

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... compares to Generation X on 56% and baby boomers on 48%. Their main reason for engaging one is to reach their financial goals, including retiring at 60, 82% of respondents said. The research says most millennials are actively saving for their retirement ...