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Showing 211 - 220 of 1299 results for "Values"

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... higher client satisfaction (73%) than those that didn't (62%). "It's about adding in responsible investing, and values-based conversation, and having a conversation around what are the expectations and values, weaving that into the next generation ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... smooth succession will require founders and their families to do things differently, more than ever discovering common values and purpose to navigate a way forward that appeases all generations and allows them to continue building their legacies." Meanwhile ...

SMSF Association, CA ANZ rally against super tax changes

ANDREW MCKEAN  |  FRIDAY, 1 DEC 2023
... consequences and erratic outcomes." "Taxing unrealised capital gains is a tax on market movements and changes in asset values, not income - an alarming precedent as it represents a fundamental change in how tax policy is implemented in Australia," Burgess ...

Commercial property likely to recover in 2024: Insights

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2023
... a year that is better for acquiring assets. "The sustained pressure of higher rates has naturally put pressure on asset values, and this is still playing out to varying degrees," Knight Frank chief economist Ben Burston said. "Part of the uncertainty ...

Conscious Investment Management fund receives $50m

RACHEL ALEMBAKIS  |  MONDAY, 27 NOV 2023
... been so supportive of our fund," Tominc said. "They've cornerstoned a few funds for us. It's so powerful to have values-aligned capital investing in what we're doing. You need to walk the worlds between investment and having an impact, and ...

First Sentier, AlbaCore complete partnership

CHLOE WALKER  |  THURSDAY, 16 NOV 2023
... access new client markets and channels," Allen said. "This strategic partnership is rooted in the deep alignment of people, values and culture at First Sentier Investors and AlbaCore, and we are excited to formally start working together."

GQG's PAC acquisition attempt hits snag

KARREN VERGARA  |  MONDAY, 13 NOV 2023
... letter dated November 7, PAC's board of directors said, adding that it was a move GQG was not aware of. GQG's proposal values PAC at $567.3 million, in which the target flagged as an "attractive value outcome for all PAC shareholders". River Capital ...

Investor associations to unite

CHLOE WALKER  |  THURSDAY, 2 NOV 2023
... powerful." She added that there's a pre-existing alignment between both organisations in terms of purpose, vision, and values. "Now we will be the go-to place for all retail investors and there's not that duplication between what both the organisations ...

Future Super acquires GuildSuper

JAMIE WILLIAMSON  |  WEDNESDAY, 1 NOV 2023
... from better financial outcomes while ultimately securing a sustainable and strengthened future for the fund." "We see a values alignment with Future Group. Under Future Group, Guild Super will continue to support the healthcare and community service ...

Australian farmland values in decline: Report

CHLOE WALKER  |  TUESDAY, 24 OCT 2023
Australian farmland values have reached an inflection point in 2023 following a sustained period of strong growth, according to Rural Bank's latest report. In collaboration with Digital Agricultural Services (DAS), Rural Bank's Australian Farmland Values ...