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| | | ... this approach lies in determining a 'safe amount' to spend during retirement and creating a spending plan for the future. "The Retirement Wage can be recalculated annually to reflect returns, future mortality expectations, inflation, and the ... |
| | | | ... said its "increasingly leveraging" its strong equity capability into managed accounts and envisages that a large part of future growth will be driven by customised multi-asset solutions. Separately, Clime is advancing its adoption of AI technologies ... |
| | | | ... improving financial literacy and guiding people towards making better financial decisions now, the advice clients of the future are being created - individuals who not only can afford to pay for traditional, holistic advice, but who also see the immense ... |
| | | | ... capital growth, he said, adding that the rising tide of inflation also raised concerns about preserving purchasing power for future expenses. |
| | | | ... membership continues to grow as more candidates invest in their education to realise their career potential," Carroll said. For future Level III candidates, the CFA Institute has also released a new specialist pathway. Beginning in May 2024, candidates ... |
| | | | ... features, including a referral program to link investors with more complex needs to advisers, which "will be added" in the future. Financial Standard understands that Betashares is actively engaging with advisers, seeking their feedback on the referral ... |
| | | | ... have supported the team in driving better investment and client outcomes. "I continue to believe Magellan has a bright future ahead," he commented. Magellan's funds under management (FUM) has steadily plummeted since 2021, with it registering $2 ... |
| | | | ... of the financial year," he said. "The additional expertise across the business will play a pivotal role in shaping our future and driving Superhero's commitment to offering exceptional services to our customers and members." Following the introduction ... |
| | | | ... the board and the HUB24 executive team to deliver value for our customers and shareholders and position the company for future growth." |
| | | | ... being embraced by a growing number of Australians as one way to have some control and independence over their financial future," he said. "The increased appetite for these loans, coupled with the lack of options for borrowers, presents an opportunity ... |
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