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Showing 1 - 10 of 201 results for "Financial goals"

Investment habits of the generations revealed

ELIZA BAVIN  |  TUESDAY, 10 DEC 2024
... said. "There is a risk that a 'get rich quick' mindset could push younger investors off track from achieving their financial goals, particularly with cryptocurrencies and finfluencers around every corner. A strong focus on financial education, highlighting ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... profession," FAAA chief executive Sarah Abood said. "Bianca has played a key role in helping her clients achieve their financial goals for more than a decade, and she is to be congratulated as this year's FAAA Certified Financial Planner Professional ...

Newmark Capital elevates distribution capabilities

MATTHEW WAI  |  FRIDAY, 22 NOV 2024
... working with this talented team to foster lasting relationships with our investors and help them achieve their financial goals with outstanding products and service." Newmark Capital focuses on commercial real estate investment opportunities across A ...

Capital Group names managing director for APAC

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
... asset manager. We're committed to supporting our partners across the region to meet their needs and their clients' financial goals." Commenting on her appointment, Dvorak said: "I look forward to collaborating with our team around the world to further ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... this agreement with FPSB India will lead to more advisers working with Australians to help them achieve their financial goals," she said. Once peaking at 26,500 registered financial advisers in 2019, the sector has since experienced a dramatic collapse ...

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
Australians are finding it hard to achieve their financial goals because of inflation, the cost of living, and a complex investment landscape that's characterised by ongoing policy change, according to Generation Life research. While those with a financial ...

Hanson backs Dixon Advisory inquiry

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
... profession is made up of thousands of small businesses right across the country, helping Australians achieve their financial goals. We do not have the financial capacity to underwrite the misconduct of large companies, and nor should we," Abood said. ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... tools and reporting this investor demands to stay informed about their investment performance and their long-term financial goals."

Super funds fail to meet millennial members' expectations: ASIC roundtable

ANDREW MCKEAN  |  MONDAY, 2 SEP 2024
... house, meanwhile Zahos underscored the need to shift the mindset from seeing super as competing with immediate financial goals to appreciating it as an essential part of the bigger picture financial journey. Dunbar said that all people go through their ...

Betashares completes Bendigo Superannuation acquisition

KARREN VERGARA  |  MONDAY, 2 SEP 2024
... build on our trusted position as a steward of capital for over one million Australians to help them meet their financial goals from accumulation to retirement." Last year, the fund manager launched Betashares Direct, a new platform for self-directed ...
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Editor's Choice

First Sentier expands mandate with Northern Trust

MATTHEW WAI
Northern Trust will offer a range of front-to-back solutions as third-party administrator for First Sentier Investors under an extended agreement.

Venture capital exits expected to grow in 2025: Preqin

ELIZA BAVIN
The venture capital market is expected to see even more exits in 2025 after the sector was impacted by higher interest rates throughout 2024.

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN
The FAAA has made a submission to the Senate Economics Committee calling out underlying issues brought to the fore by the establishment of the CSLR.

NRL legend joins private wealth firm

ANDREW MCKEAN
Ex-National Rugby League (NRL) player Cooper Cronk has joined Viola Private Wealth as an ambassador.

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Kellie Wood

Kellie Wood

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SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED
Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.
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