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Showing 1 - 10 of 625 results for %22Next Generation%22

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... returns, it remains a high priority, with 50% of Australian firms planning to significantly expand their ESG offerings over the next three years. However, Deloitte's data suggests that younger investors may not be quite as ready for sustainable investments ...

Advisers urgently call on Treasury to recognise degrees

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... industry retain many long-standing stockbrokers and investment advisers to the benefit of their clients and the next generation of professionals..." SIAA's advocation for this "common sense reform" has paid off. "When degrees were introduced for ...

The top investment funds over the past year

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... any product in the top 10 at $565 million, returned 65.6%. The fund invests in companies that are considered "next generation" technology companies. Its biggest holdings are in Alphabet (Google), Apple, and Amazon. Examining sector-specific performance ...

SMC says 'reckless' plan could cost taxpayers $1tn

ELIZA BAVIN  |  THURSDAY, 9 MAY 2024
... to see more Australians own their own home, raiding super for a deposit would not achieve that. "It's unfair to lump the next generations of Australians with a policy that would only make the housing affordability crisis worse by driving up house prices," ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals. The majority (70%) of participants that ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
... and estate planning. Cook recently told sister publication FS Advice why he's a strong advocate for guiding the next generation of advisers, having helped trained EWM's fifth Professional Year candidate. "Philosophically we want a strong, stable team ...

Investment managers embracing AI: Mercer

ANDREW MCKEAN  |  THURSDAY, 28 MAR 2024
... healthcare (72%), financial services and wealth management (70%), legal services (66%), banking (64%), and insurance (61%) are the next-most-cited areas of opportunity for value creation. Managers currently using AI expect the integration of its capabilities ...

BlackRock's Fink signals a tough road ahead for future retirees

ANDREW MCKEAN  |  WEDNESDAY, 27 MAR 2024
... They believe my generation - the Baby Boomers - have focused on their own financial well-being to the detriment of who comes next. And in the case of retirement, they're right," he said. "Today in America, the retirement message that the government ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... individuals finding it hard to access these asset classes." Women are also poised to take charge of $3.2 trillion in the next decade as Australia faces the greatest wealth transfer in its history. Not only will Baby Boomer families pass on money, but ...

Policymakers face significant challenge in regulating AI

ELIZA BAVIN  |  TUESDAY, 19 MAR 2024
... especially in healthcare," he said. "Nobody possesses a crystal ball and we do not know which start-up companies will become the next titans, and which current superstars will fall. This level of uncertainty means we are regulating what we do not really ...
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