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Showing 1 - 10 of 1309 results for "Goals"

Prime Super finds new chief executive

ANDREW MCKEAN  |  MONDAY, 6 MAY 2024
... Prime Super chair Nigel Alexander said Seales' leadership, vision, and customer-first values aligned perfectly with the goals of Prime Super. "The board looks forward to working with Raelene as we continue to grow and protect the hard-earned retirement ...

J.P. Morgan lists new global equity ETF

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... opportunities without undue risk. "JGLO provides an attractive solution designed to help investors realise their financial goals and round out their portfolios with conviction," he said. JPMAM head of wholesale for Australia and New Zealand Mark Carlile ...

Link shareholders approve takeover

ELIZA BAVIN  |  FRIDAY, 26 APR 2024
... transaction presents for our future and look forward to working together with MUFG and The Trust Bank to achieve our shared goals." The Trust Bank senior managing executive officer Takafumi Ihara said The Trust Bank is one of the largest pension and ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
... is a key part of that," he said. EWM has offices in Sydney, Central Coast, Newcastle, and Brisbane, and provides holistic goals-based advice.

Betashares plans to launch first 'moderately geared' ETFs

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... more moderate level of gearing better suited to a 'buy and hold' investment strategy as part of their wealth accumulation goals. "We are proud to continue to responsibly innovate and build out the range of portfolio tools available to investors and their ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... we need to continue to develop a platform and digital experiences that go beyond the traditional investment-centric and goals-based planning experiences and look for ways we can improve a client's overall wellbeing. Designing compelling, engaging, and ...

Two new ETFs for Franklin Templeton

KARREN VERGARA  |  MONDAY, 15 APR 2024
... fund manager's range of active ETFs provide access to specialised investment strategies to meet clients' investment goals. "Furthermore, listing on the ASX will mean that investors will now be able to access the investment expertise and differentiated ...

GBST develops private equity platform

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... delivered a complete technology solution to Luna Partners. "We enabled a rapid market entry which was one of Luna Partners' main goals," he said. "It's the combination of our teams' financial services and digital expertise that enables this kind of incredible ...

Qantas Super taps fintech as an investment consultant

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... Super can conduct a more detailed analysis at asset class and investment manager level to achieve their long-term investment goals."

MetLife enhances employee benefits package

JAMIE WILLIAMSON  |  TUESDAY, 2 APR 2024
... These employee benefits recognise this and are tangible ways to enable our people to achieve their professional and personal goals," MetLife head of people and culture Alex Sosnov said. "We know this helps us create a more inclusive workplace while also ...
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