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Showing 221 - 230 of 1946 results for "Generation"

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended investment in the Shield Master Fund. About $100 million of investor money has allegedly disappeared. ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
... year from 67% to 76%. Many save for an emergency fund (40%), holiday (25%), house deposit (22%), pass onto the next generation (21%) and pay for children's expenses (19%).

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... International found. In the next 20 years, Australia is on track to transfer $3.5 trillion between generations, with Generation X set to be the winner throughout. Generation X, aged between 44 and 59, are likely to be the "greatest beneficiary" of the ...

Members press super funds for sustainable investments

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... to provide ethical investment options, particularly retirees who want to leave a more sustainable world for the next generation, top super fund leaders say. Attending the Australian Council of Superannuation Investors (ACSI) conference on Wednesday ...

Pella Global Generations Fund launches in NZ

KARREN VERGARA  |  THURSDAY, 3 APR 2025
Pella Global Generations Fund has launched in New Zealand under a portfolio investment entity (PIE) structure. Expanding across the ditch, Pella Funds Management head of distribution Joy Yacoub said the flagship fund experienced growing demand from ...

University endowment mandates Osmosis

JAMIE WILLIAMSON  |  TUESDAY, 1 APR 2025
... weapons, civilian firearms, and tobacco manufacturing. The strategy addresses both the supply side of fossil fuel energy generation through divestment of fossil fuels and the demand side via fossil fuel energy consumption "by reallocating the active ...

Talaria taps Equity Trustees as RE for three funds

ANDREW MCKEAN  |  TUESDAY, 1 APR 2025
... exposure though a strategy that incorporates options to manage volatility and enhance returns, with an emphasis on income generation and capital growth. "... the funds aim to grow real wealth while managing risk," Equity Trustees said. Talaria chief ...

Modern family offices want values aligned, pioneer companies

KARREN VERGARA  |  FRIDAY, 28 MAR 2025
... It retains music catalogues and operates The Tony Foundation and music education initiatives. Albert, who is a fifth-generation family member, told the event that previous generations were able to adapt and change and seize opportunities in music publishing ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... six locations across New South Wales and Queensland. Both firms are part of the professional advisory group, AZ Next Generation Advisory (AZ NGA). In 2024, EWM merged with Blue Harbour Financial Partners and Logiro, making the current merger the third ...

Powerhouse Ventures to launch flagship fund

ELIZA BAVIN  |  MONDAY, 24 MAR 2025
... has a strong conviction that these themes will play out in sectors such as the space economy, quantum computing, next generation AI and materials science for onshored manufacturing. Powerhouse said it would seek to transfer its investment positions in ...