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Showing 1451 - 1460 of 9279 results for "wealth"

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... situations- a challenge for wealthier people in particular. Superannuation, of the other hand, is not intended to be a wealth transfer tool, and the tax implications can be an issue when its used as an intergenerational wealth transfer vehicle to transfer ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... generations. "Now established income earners, Gen Ys are on the verge of receiving unprecedented levels of intergenerational wealth via inheritance or gifts. One in Two Gen Y already have or are likely to come into an inheritance or major financial support," ...

Fixed income expected to be hotter than stocks: Report

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
According to Geneva-based investment house Managing Partners Group (MPG), 92% of institutional investors and wealth managers believe ongoing market volatility and the prospect of recession will make fixed income more attractive than equities over the ...

Family office executives take investment reins: Ocorian

CHLOE WALKER  |  THURSDAY, 5 OCT 2023
... business development- private client Lynda O'Mahoney said family offices, once primarily perceived as entities that manage the wealth of affluent families, have undergone a significant transformation in recent years. "The trend towards the professionalisation ...

Future Fund slapped with new disclosure rules

ANDREW MCKEAN  |  WEDNESDAY, 4 OCT 2023
... Future Fund Board of Guardians will be forced to periodically disclose the investment holdings of the $250 billion sovereign wealth fund. Under the new reporting regime introduced by minister for finance Katy Gallagher, additional information must be ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... AZ NGA will acquire an undisclosed stake in a Western Australian practice that has $1 billion in funds under advice. The Wealth Designers (TWD) is the latest addition to AZ NGA's stable, joining member firms McKinley Plowman, Wealthwise, and On-Track ...

Iress completes $52m sale of MFA business to SS&C

ANDREW MCKEAN  |  TUESDAY, 3 OCT 2023
... has taken on an expanded role as group executive for the UK, while keeping his existing responsibilities overseeing ANZ Wealth. Chief operating officer Amara Haqqani is also serving as acting chief executive, wealth during this time. Meanwhile, chief ...

Super tax break changes open for consultation

KARREN VERGARA  |  TUESDAY, 3 OCT 2023
... government support, in an equitable and sustainable way." The consultation period runs until October 18. HLB Mann Judd wealth management partner Michael Hutton said in a recent Financial Standard podcast that the proposed changes many pain points. An ...

Insto injects further $530m in Qualitas

KARREN VERGARA  |  TUESDAY, 3 OCT 2023
... secured a second commitment of $700 million from a subsidiary of the Abu Dhabi Investment Authority (ADIA). The sovereign wealth fund now invests a total of $1.4 billion in the Qualitas Diversified Credit Investments (QDCI). In August 2022, ADIA was ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... before joining Morningstar. At CBA, Ramrakha was responsible for the investment and insurance research function within the wealth management advice business. Ramrakha is also a member of the ASX-listed Future Generation Global Fund's investment c ...