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Showing 221 - 230 of 789 results for "Younger"

Online investor numbers continue to climb: Investment Trends

CHLOE WALKER  |  THURSDAY, 3 MAR 2022
... cohort, motivated by lower costs, access to offshore markets, and a mobile-first digital offering. "The report shows these younger investors have embraced the innovative product and pricing features on many emerging platforms," Guiamatsia said. "Features ...

Prime Value hires Rest portfolio manager

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
... appointed a new portfolio manager from Rest who was most recently in charge of its small-caps strategy. Melbourne-based Mike Younger was Rest's director and small-cap portfolio manager for more than five years. His other experience includes working ...

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
... Matt Brown; Centrepoint Alliance group executive, advice Paul Cullen; Fortnum Private Wealth group chief executive Neil Younger and Synchron director Don Trapnell. LifeBid has not launched its technology solution to financial advisers yet, but it is ...

Private debt and YFYS: Research

ELIZABETH MCARTHUR  |  FRIDAY, 18 FEB 2022
... of 0.12% per annum. For lifecycle MySuper defaults the allocation to Australian private debt could sit higher for the younger cohorts that have a longer investment time horizon, the analysis indicated. "Whether super funds' default option is a Balanced ...

Rest awards responsible investment mandate

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
... to help our members achieve their personal best retirement outcome. With Sustainable Growth, our aim is to provide our younger cohort of members with more choice in how their money is invested, while also delivering a high-performing growth option that ...

Advised clients' major concerns in 2022

KARREN VERGARA  |  FRIDAY, 28 JAN 2022
... return again," she said. "However, new clients that I'm coming across who haven't worked with an adviser before, especially younger clients, they can be surprised and obviously don't like hearing that portfolio returns will drop to more typical returns ...

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... in the second half of the year. The acquisition is intended to accelerate UBS's growth plans and expand its reach among younger affluent investors - a client segment with significant growth potential. "Wealthfront complements our core business in the ...

Top three drive ETF surge

KARREN VERGARA  |  MONDAY, 24 JAN 2022
... billion. Inflows for fixed income ETF were muted at $2.9 billion, while multi-asset class ETFs rose in popularity among younger investors starting out their investing journey. Over the course of 2021, 33 funds launched, 13 of which were active ETFs. ...

Aussies less confident about retirement age

KARREN VERGARA  |  TUESDAY, 14 DEC 2021
... Zealand Marian Poirier said the shock and persisting uncertainty caused by the pandemic has left an indelible mark on younger retirement investors, and their concerns need to be properly addressed for them to get back on track. Factors that also contribute ...

AIOFP blasts 'elitist' young advisers

ELIZABETH MCARTHUR  |  MONDAY, 13 DEC 2021
... to power. Now, AIOFP executive director Peter Johnston has written to parliamentarians imploring them not to listen to younger financial advisers who have come out in opposition of Labor's proposal. "It is unfortunate that some Elitist Younger Financial ...