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Showing 1381 - 1390 of 18253 results for "Plan"

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
A new platform has launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional ...

Family offices up active management, eye generative AI: UBS

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
... between bonds and equities. On average, they allocated 16% to developed market bonds in 2023, up from just 12% in 2022, and plan to maintain this level in 2024. "The shift towards developed markets fixed income does not surprise me because we have owned ...

Australian Ethical snaps up asset manager

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
Australian Ethical has struck a deal to acquire Altius Asset Management, the sustainable fixed income business of Australian Unity, a move that will see its funds under management (FUM) swell by $2 billion. The acquisition will see both firms merge ...

Financial services workers eye earlier retirement

KARREN VERGARA  |  THURSDAY, 23 MAY 2024
... Statistics (ABS) reveals. Men who work in the finance and insurance industries intend to retire at 64 years old while women plan to do so at 64.6 years old. This is below the average of between 65 and 65.6 years the ABS calculated. It also broke down ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
The number of self-managed super funds (SMSFs) using advisers has reached a new low, with the proportion of SMSFs using advisers falling to 23% from 27% in the past 12 months, according to a Vanguard/Investment Trends report. The number of SMSFs without ...

PrimaryMarkets launches new financial adviser channel

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
PrimaryMarkets has launched a new channel aimed at making alternative investments more accessible to financial advisers and their clients. The platform affords advisers and their client's access to a spectrum of investment opportunities, including unlisted ...

Fidelity confirms active ETFs to launch in coming weeks

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAY 2024
After receiving approval from unitholders to create a new class of units for several of its funds, Fidelity International will launch four active ETFs by June 3. Earlier this month, Financial Standard reported Fidelity's plans to expand its range of ...

ASIC issues experienced pathway guidance

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
ASIC has released new guidance for financial advisers who could potentially qualify as experienced providers and skip further education and training. The regulator today released Information Sheet 281 FAQS: Relevant providers - Accessing the experienced ...

Financial services firms concerned about attracting staff

ELIZA BAVIN  |  WEDNESDAY, 22 MAY 2024
... talented professionals." Gorton said businesses can overcome talent acquisition challenges by developing a strategic action plan. The research found that the perceived reasons for Australian companies' inability to attract talent this year differs between ...

Super funds to solve the housing crisis?

ANDREW MCKEAN  |  TUESDAY, 21 MAY 2024
Association of Superannuation Funds of Australia (ASFA) chief executive Mary Delahunty said at the Australian Shareholders' Association Conference yesterday that addressing the supply side of the housing crisis requires an infusion of private capital. ...