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

Search Results

Showing 1 - 10 of 197 results for %22goals-based advice%22

Bloom Impact, MSC pulled up for greenwashing

RACHEL ALEMBAKIS  |  THURSDAY, 29 FEB 2024
... in relation to ESG investment and have limited opportunities to invest in ESG investments consistent with their personal goals and beliefs in relation to tackling climate change. MSC maintains that all investments by the fund were consistent with this ...

JANA wins another NFP mandate

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
... comprises lending, treasury assets, equities, property, and infrastructure, to the United Nations' Sustainable Development Goals (SDGs). The synod supports more than 500 congregations, 50,000 members, 13 Presbyteries, nine schools and parish missions. ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
Launching in late October, Source Wealth will provide flexible, goals-based advice backed by technology. Source Wealth founder Michael Sauer brings nearly a decade of experience in financial services to the firm, having served at Tribeca Financial ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... structure, and systems in place to achieve its growth ambitions and mission to help more Australians achieve their financial goals." TWD was founded by Troy MacMillan in 2009 and has grown to 47 staff nationwide, two of which are based in Sydney. It ...

Betashares carves slice of superannuation pie

CHLOE WALKER, JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2023
... part of a carefully considered long-term plan to "play a greater role in helping Australians meet their wealth creation goals." "Over the course of the past 12 years, Betashares has developed a market-leading position in the Australian ETF industry ...

Willis Towers Watson buys funds from advice group

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... institutional investors access to WTW advice combined with high quality institutional grade multi-manager portfolios." The goals-based philosophy, return targets and other characteristics of the funds will be attractive to charities and NFPs, he added. ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... growing and improving the services they offer to clients," said Molesworth. "We recognised that, in order to achieve our goals, we needed to get bigger and more efficient so we wanted a partner that could help us drive business improvements, negotiate ...

Rising costs bite asset owners

KARREN VERGARA  |  MONDAY, 3 JUL 2023
... management fees," he said. "We still see real scope for investors to improve value for money, without compromising on strategic goals, in areas such as transaction cost analysis."

AZ NGA partners with advisory firm

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... growth across both businesses. Accounting and advisory firm Rose Partners will collaborate with AZ NGA to help it achieve key goals, which includes accelerating expansion plans and creating opportunities for junior partners to buy in. Established in ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... Santi Burridge, the platform's client-centric design helps advisers bring to life a client's financial position, goals, and values. "Our advice delivery modules support advisers in visualising their advice and engaging clients around important ...
PREVIOUS
NEXT