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Showing 201 - 210 of 1538 results for "Goals"

Brookfield expands $1bn student accommodation portfolio

MATTHEW WAI  |  TUESDAY, 6 AUG 2024
... choice to live in boutique, experience-led accommodation, which gives them the foundation they need to succeed in their goals." Citiplan will continue to own the other 50% of Journal Student Living.

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... research found people considering advice often don't have a good understanding of how the service will help them achieve their goals - both financial and emotional. For 63% of prospects, if advisers clearly articulate and illustrate this, they can impact ...

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
... Australian advisers to deliver multi-asset investment solutions that align with their clients' specific risk/return investment goals." BlackRock Australasia head of multi-asset investment strategy Katie Petering said the launch of the portfolios was ...

Russell Investments default option returns up to 12.3%

ANDREW MCKEAN  |  THURSDAY, 1 AUG 2024
... to be 0.2% per annum. "We continue to focus on achieving the best possible return for our members to reach their personal goals and financial security in retirement," Choo said. Russell Investments manages the investments of iQ Super - for Life and iQ ...

CalSTRS creates Total Fund Management division

ANDREW MCKEAN  |  FRIDAY, 26 JUL 2024
... asset allocation, balance sheet management, and investment risk across the total fund. She will also assist with strategic goals, business and budgetary planning, and developing and overseeing cross-asset investment strategies and initiatives. "I look ...

Build Your Wealth adviser cops ban

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
... that Luff failed to make reasonable enquiries into the client's relevant financial situation, objectives, needs, and goals; and did not tell them about the risks of investing in the trust, the potential risk of losing all their funds with such an ...

Rest awards private equity mandate to TowerBrook Capital

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
... that are expected to generate strong long-term returns and contribute to at least one of the UN's Sustainable Development Goals (SDGs). The fund will target opportunities in North America and Western Europe in sectors like green industry, clean energy ...

Government urged to overhaul gift tax system

ELIZA BAVIN  |  FRIDAY, 19 JUL 2024
... Aboriginal and Torres Strait Islander people. "Some Aboriginal and Torres Strait Islander communities are furthering their own goals and aspirations through partnerships with philanthropy. The foundation would facilitate new collaborations between philanthropy ...

Robeco launches two new strategies

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... Climate Transition Equities strategy focuses specifically on the transition toward a low-carbon economy, aligning with the goals of the Paris Agreement. The broader Transition Asian Equities strategy also focuses on climate transition but takes into ...

Aussies' financial literacy declines, young people fare the worst

ANDREW MCKEAN  |  FRIDAY, 21 JUN 2024
... the Australian context included - recommitting to a national strategy for financial literacy and capability with concrete goals, lines of accountability, sustainable funding, and clear outcomes measurement. It suggested mapping stakeholders, initiatives ...