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Showing 1841 - 1850 of 9279 results for "wealth"

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... and more investment options. Meanwhile, as previously reported by Financial Standard, in November, CFS debuted a major wealth platform innovation CFS Edge, a wrap platform which will be tested over the Christmas period for launch in the new year. Quirk ...

HNWs recalibrate investment goals: Report

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
... investment goals in line with a more subdued outlook for the next 12 months, and increasingly more are looking to protect their wealth against a market downturn," Investment Trends head of research Irene Guiamatsia said. "Correspondingly, demand for ...

Financially stressed Aussies believe advice could improve well-being

CASSANDRA BALDINI  |  THURSDAY, 1 DEC 2022
The increased cost of living has left Australians feeling financially stressed; however, a large cohort believes financial advice could be the solution - if it were affordable. A new survey by the Australian Retirement Trust (ART) reviewed feedback ...

Survey shows impact of inflation on industry pay rises

CASSANDRA BALDINI  |  WEDNESDAY, 30 NOV 2022
... and those that won't. According to the latest Robert Walters Salary Survey, those who can expect a median increase are wealth management client services managers (36% increase), fund administrators (33.3% increase), wealth management associates (29.4% ...

Six local funds in world's top 100: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2022
... consistent with net zero emissions by 2050." In the five years the study has been done, the share of assets held by sovereign wealth funds has risen above one-third and now sits at 37%. The share of assets held by pension funds has begun to slowly decrease ...

Crescent Wealth misreports indirect costs, breaches regulatory standards

ANDREW MCKEAN  |  MONDAY, 28 NOV 2022
Equity Trustees, the trustee of Crescent Wealth Superannuation, has said the fund's estimated costs weren't calculated or disclosed correctly, breaching regulatory standards. The finding follows a review by Equity Trustees, of the fund's ...

JANA appoints general manager, strategy

CHLOE WALKER  |  MONDAY, 28 NOV 2022
... First State Super and TWUSUPER. Commenting on the appointments, Dudley said: "Both Lauren O'Neill and Sai Srinivasan have a wealth of experience initiating, developing and managing client relationships, and have been instrumental in developing growth ...

Sovereign wealth funds increase investment horizons, private market exposure

ANDREW MCKEAN  |  FRIDAY, 25 NOV 2022
Sovereign wealth funds have continued to extend their investment time horizons in reaction to high levels of volatility, increasing allocations to illiquid private markets, an Invesco Global Sovereign Asset Management study said. The Invesco study ...

Advising an ageing population

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... experience, the very best financial planners don't just think about savings - that's only part of the issue," he said. "Wealth and health are being tied together because, over a long life, those two really are key." Financial Standard is the official ...

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
Colonial First State (CFS) has unveiled its new CFS Edge wrap platform, calling it the first major Australian wealth platform market innovation in the last decade. At a platform preview in Sydney last night, CFS chief executive, superannuation Kelly ...