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Showing 241 - 250 of 1970 results for "Generation"

Generation Development Group enters ASX 200

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
Generation Development Group has posted record inflows across its managed accounts and investment bonds businesses and capped off the milestone by entering the ASX 200. The group's funds under management (FUM) increased to $26.8 billion in the March ...

REITs see best start versus equities in a decade: Principal AM

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
Listed real estate investment trusts (REITs) are off to one of their strongest starts relative to equities in the past decade, according to Principal Asset Management, which sees the asset class as a compelling opportunity for navigating a challenging ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
Stock market trading advice group Equity Story will acquire Adelaide-based advisory firm Baker Young for $4.2 million in cash, as it looks to expand its wealth management footprint. The transaction is expected to be earnings-accretive and "meaningfully ...

Longreach poaches CFS wealth director

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... with several global investment managers, including Baillie Gifford, Affirmative Investment Management, Aspect Capital, Generation Investment Management, Acadian Asset Management, and Milliman. Prior to her role at Colonial First State, Skulskaya worked ...

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 ...