Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 151 - 160 of 227 results for "Intergen"

ESG holds key to adviser client retention

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
Financial advisers that aren't doing more to incorporate ESG concerns into investment portfolios may be left in the dust by millennials. With the new generation of advice clients driving the ESG conversation, Eaton Vance head of Australia Duncan Hodnett ...

Pre-retirees robbing Peter to pay Paul: REST

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
Sandwiched between financial needs of adult children and elderly parents, pre-retirees (aged 50 plus) are in desperate need of financial advice or they risk retiring without adequate funds, warns REST Industry Super. In a new report the $40 billion ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
While high-net-worth and ultra-high-net worth clients are attractive prospects for advice businesses, a lack of inheritance planning services could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. ...

Pension fund embraces managed accounts

JAMIE WILLIAMSON  |  THURSDAY, 13 APR 2017
Asset managers experienced in real assets are being sought by the Japanese Government Pension Investment Fund to manage a separately managed account comprising global private equity, infrastructure and real estate investments. The SMA would hold global ...

Senate committee files views on super objective

EMMA RAPAPORT  |  THURSDAY, 16 FEB 2017
Merits behind the Superannuation (Objective) Bill may soon be debated in the Senate, following a Senate Economics Legislation Committee report filed on Tuesday. Committee chair, Senator Jane Hume, told Financial Standard that after considering all positions ...

Lifeplan bond 'highly recommended'

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
Zenith has upgraded its rating of the Lifeplan Investment Bond from 'recommended' to 'highly recommended'. Following a review, Zenith described the bond's investment menu as robust, offering a diverse range of investment managers, asset classes and ...

Super 2.0 must deliver retirement certainty: FSC

KERRIE SYDEE  |  FRIDAY, 18 NOV 2016
The Financial Services Council has urged both sides of government to work together to ensure the superannuation system is fit for purpose for the next generation. Speaking at the FSC BT political breakfast held in Sydney, FSC chief executive Sally Loane ...

HLB Mann Judd expands in WA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
HLB Mann Judd has partnered with a Perth based financial planning business and formed a new wealth management service in Western Australia. Partnering with Sovereign Plus, the new wealth business will operate under the HLB Mann Judd Wealth Management ...

New fund manager hot property

DARREN SNYDER  |  WEDNESDAY, 9 NOV 2016
... funds management business borne by the demand for mid-sized investment in retail, office and industrial property assets. Intergen Property Group has established I-Gen Funds Management, a boutique firm that will begin with a $200 million fund for wholesale ...

Act now to ensure super sustainability: Cooper

MARK SMITH  |  TUESDAY, 6 SEP 2016
BT Financial Group chief executive Brad Cooper has called on the government to raise the super guarantee to 12% and limit reviews of superannuation policy to once every five years. In a speech at a Trans-Tasman Business Circle event in Sydney's Barangaroo ...