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Showing 1311 - 1320 of 9279 results for "wealth"

Treasury details winners from tax concessions on super contributions

ANDREW MCKEAN  |  THURSDAY, 1 FEB 2024
Treasury analysis shows superannuation contributions in Australia, taxed at concessional rates, significantly favour those with high incomes, in its Tax Expenditures and Insights Statement. As per the Australian Taxation Office's (ATO) latest statistics ...

Norway's oil fund returns 16% in 2023

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2024
Norway's sovereign wealth fund has reversed its fortunes, clocking a 16.1% return for 2023 following the -14% it recorded the previous year. Norges Bank Investment Management reported the Government Pension Fund Global raked in a return of $322 billion ...

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... superannuation funds are tipped to give digital advice a boost, Finura Group's 2024 predictions reveal. In the latest Australian wealth tech predictions report, Finura highlights the challenges advisers face as rapid developments of artificial intelligence ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... initial professional year of work and training, and undertake continuing professional development. Bryn Evans, a private wealth adviser at Integro Private Wealth, said the announcement is welcome news as it is a proposal to provide greater flexibility ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
J.P. Morgan Asset Management (JPMAM) is joining forces with a New Zealand-based private wealth firm that has $28 billion of client funds under management. Craigs Investment Partners (CIP), a high-net-worth advisory firm that also provides investment ...

GBST raids SS&C for APAC head

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2024
... taken on the newly created regional leadership role, responsible for business development and operations across GBST's wealth management and advice solutions products, including Composer, WealthConnect, and Advice Intelligence. "His responsibilities ...

ASIC files contempt orders against repeat offender

CHLOE WALKER  |  MONDAY, 29 JAN 2024
ASIC has filed a contempt application in the Federal Court against former Wealth & Risk Management (WRM) director Joshua David Fuoco. In February 2018, the Melbourne-based wealth manager was ordered by the Federal Court not to carry on or be involved ...

Industry leaders celebrate Australia Day honours

KARREN VERGARA  |  MONDAY, 29 JAN 2024
... She is currently a non-executive director at Clime Capital and chair of Women in Banking and Finance. Several leaders in wealth management received an OAM, which honours service worthy of recognition. Barrenjoey Capital Partners chair Guy Fowler and ...

Aware Super, ART hire member service heads

ELIZABETH FRY  |  MONDAY, 29 JAN 2024
... easier for our members to access the best support, education and advice throughout their working lives and retirement." Wealth of knowledge As for ART's recruit, Helen Crossan has worked across super, investment and retirement. Lachlan East, the ...

Betashares leads Australian ETF net flows

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... increasingly turning to Betashares to help construct diversified and robust portfolios that are well positioned for long-term wealth creation. Over time we have seen meaningful use of a number of our ETFs as long-term core holdings," Vynokur said. "With ...