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Showing 171 - 180 of 429 results for "Generations"

What family offices want: Report

ELIZABETH MCARTHUR  |  TUESDAY, 19 OCT 2021
... for family offices, but only 21% of those surveyed said they were most concerned with preserving capital for future generations. Rather, 66% are aiming to grow their capital and 61% are targeting returns of between 6% and 10% over the next five years. ...

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... retiree and pre-retiree segment and our client base is also creating strong opportunities for us to reach younger generations. We convert around 25% of our age care clients' children into direct clients," he said. RI Newcastle and Lower Hunter partners ...

RIAA, HESTA back key First Nations project

RACHEL ALEMBAKIS  |  WEDNESDAY, 13 OCT 2021
... working with all Australians to identify, protect, conserve and communicate the unique heritage of Australia for future generations.

Actuary of the Year named

ANNABELLE DICKSON  |  TUESDAY, 28 SEP 2021
... Institute which sought to understand the impact of the environment, housing, education, economics and health on different generations. "The Intergenerational Index plants a signpost in the ground and says 'this is where we are, and this is where we are ...

NZ Super Fund adds to board

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... look forward to working with him and sharing in the challenge of delivering greater financial certainty for future generations of New Zealanders." Since returning home, McClatchy joined the Investment Advisory Committee of the Acorn Foundation and the ...

Equal Pay Day offers sobering reminder

ELIZABETH MCARTHUR  |  TUESDAY, 31 AUG 2021
... tinker around the edges. Real, lasting structural change is the only way we will address gender inequity now and for generations to come." In Australia, approximately 400,000 women over the age of 45 are at risk of homelessness. Aware Super research ...

Pandemic stokes investor appetite

ELIZABETH MCARTHUR  |  TUESDAY, 24 AUG 2021
... signals a growing acceptance of living with COVID." He added that working remotely may have helped familiarise older generations with digital platforms - bringing some of their investing behaviour in line with that of millennials.

Advised clients 5.2% better off

KARREN VERGARA  |  WEDNESDAY, 18 AUG 2021
... use their time in lockdown to renew their interest in investment markets. While it's positive that investors across generations are becoming more engaged with their finances, and that they have more guidance options than ever before, the value of professional ...

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
The wealthiest families in the world have mastered the art of asset protection through generations, even in the face of unpredictable and unprecedented events like the current pandemic. This was the consensus during a recent panel discussion on integrated ...

AMP Life CIO moves to HESTA

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
... investment excellence," Blakey said. "HESTA has a long and proud history of delivering strong financial outcomes for generations of our hard-working members. I'm delighted to welcome Jeff to the team as we move forward with our ambitious plans for growth." ...