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Showing 131 - 140 of 1566 results for "Goals"

UK treasury provides guidance on local pension consolidation

MATT TOLEDO  |  FRIDAY, 30 MAY 2025
... investments. On Thursday, the Treasury released its final Pension Investment Review report, which outlines requirements and goals for consolidation, reforms that had started under Conservative Party leadership. The Treasury aims for these consolidated ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
... trusted partner for holistic advice and investment solutions and Mercury's philosophy of deep understanding of clients' goals, combined with personalised strategies, aligns with that vision. "We are excited to welcome not just the clients and people ...

Aware Super beefs up sustainability team

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... years at U Ethical. While at the investment house, she led the integration of ESG data and the UN Sustainable Development Goals into the investment process and managed the firm's active stewardship activities with portfolio companies, key stakeholders ...

Cost-of-living, unaffordable advice fuels financial stress: Surveys

KARREN VERGARA  |  MONDAY, 26 MAY 2025
... she said. Incidentally, MLC has launched Money View, a digital tool that helps users budget, track expenses and financial goals, and provide values on a home or investment property. "Tools like MLC Money View are a game changer for everyday Australians ...

Aware Super cuts fees for retiree members

JAMIE WILLIAMSON  |  MONDAY, 26 MAY 2025
... for a tax-free bonus of up to $12,350, it added. "Aware Super is dedicated to helping our members reach their retirement goals and keeping fees low is one of the key ways we can do that," Aware Super group executive member growth Steve Travis said. "We're ...

Age-based super strategies could add thousands to retirement savings

ANDREW MCKEAN  |  THURSDAY, 22 MAY 2025
... contribution habits or managing investment risk dynamically. While age-based personalised strategies incorporate financial goals and risk tolerance, lifecycle investing follows a more passive approach, adjusting allocations based on age. Despite the ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... he said, what we're seeing now in the first iteration of pure digital advice is that it helps people identify their goals, "it doesn't tell them the product that solves it." "But it does have algorithmic content such as 30 years of asset class ...

Bill Gates to shutter Gates Foundation in 2045

JAMIE WILLIAMSON  |  FRIDAY, 9 MAY 2025
... decades after the death of Gates and his then wife, Melinda. Now, Gates says he has realised the foundation can achieve its goals much sooner if it doubles down on key investments and offers its partners more certainty. "Over the next two decades, we ...

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' ...