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Showing 111 - 120 of 1538 results for "Goals"

Escala launches alternatives platform

JAMIE WILLIAMSON  |  TUESDAY, 29 APR 2025
... customisation, we are empowering our clients to diversify their portfolios in a way that aligns with their long-term financial goals," he said. He added: "Private markets are now an essential source of capital for innovation and economic activity worldwide ...

Perpetual Wealth Management adds five senior advisers

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... strengthen Perpetual's 'Advice for Women, by Women' program, which focuses on the comprehensive and unique financial needs and goals of women. Close to 60% of Wealth Management's advice team are women, and women represent approximately 40% of the business' ...

JANA wins Aboriginal Investment NT mandate

KARREN VERGARA  |  MONDAY, 28 APR 2025
... capital deployment and investments. JANA will provide a tailored investment strategy designed to meet the organisation's goals, while building collective Aboriginal wealth and economic strength for generations to come. Aboriginal Investment NT chief ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
... personalised and specialist advice, while continuing to receive high-quality guidance that aligns with their individual goals." Brighter Super said around 39% of its members currently receive financial advice. However, the fund acknowledged that not ...

NGS Super to launch lifetime income product

MATTHEW WAI  |  TUESDAY, 15 APR 2025
... next year. NGS chief executive Natalie Previtera described the partnership as a "natural fit". "We share similar values and goals and want to help members create their best retirement. Helping our members retire with confidence is a key priority for ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... equities, bonds, and other assets as our innovative investment solutions help our clients meet their portfolio construction goals in a convenient and cost-effective manner," the spokesperson said. The spokesperson added Betashares has reduced investing ...

Adamantem Capital completes Mason Stevens acquisition

MATTHEW WAI  |  TUESDAY, 1 APR 2025
... built an impressive platform and investment offering to help financial advisers deliver on their clients' investment goals." "The breadth and sophistication of what Mason Stevens offers is what attracted us as investors, and we're excited to ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... senior manager policy & advocacy will support the continued development and implementation of FAAA's policy and advocacy goals," Anderson said. "David's extensive experience working with financial advisers, particularly in areas such as technical ...

Australia can lead energy transition, climate investing: Panel

KARREN VERGARA  |  THURSDAY, 27 MAR 2025
... when he assumed office was to withdraw the US from the Paris Agreement. The rejection of the UN Sustainable Development Goals (SDGs) and Agenda 2030 are other recent examples. While Australia is the largest exporter of coal and gas combined in the world ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... future of wealth. I look forward to working with our clients to develop investment strategies that meet their long-term goals." JANA Wealth advises on over $15 billion in assets, including $2.8 billion in managed accounts. Partnering with wealth managers ...