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Showing 321 - 330 of 1539 results for "Goals"

Rising costs bite asset owners

KARREN VERGARA  |  MONDAY, 3 JUL 2023
... management fees," he said. "We still see real scope for investors to improve value for money, without compromising on strategic goals, in areas such as transaction cost analysis."

NGS, Minderoo back Adamantem fund

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2023
... Australia. Adamantem's fund allows us to invest in local business with unique solutions to help Australia achieve its net zero goals and deliver great investment returns." Adamantem manages $1.6 billion in assets across both private equity and public ...

Advisers embrace less back-office burden

KARREN VERGARA  |  FRIDAY, 23 JUN 2023
... to be an exciting document shared with clients that lay out what the advice is and how it enables them to achieve their goals," he said. Better Financial Planning Australia senior financial adviser Michael Khouri agrees that the proposed fit-for-purpose ...

Federal Reserve holds rates steady

ANDREW MCKEAN  |  THURSDAY, 15 JUN 2023
... adjust the stance of monetary policy as appropriate if risks emerge that could impede the attainment of the Committee's goals. The Committee's assessments will take into account a wide range of information, including readings on labour market ...

Vanguard reduces fees on VAS

CASSANDRA BALDINI  |  THURSDAY, 8 JUN 2023
... low-cost fund provider, keeping costs low has been an important way that Vanguard has helped investors achieve financial goals and we continue to deliver this benefit to our investors globally," it commented. "We are committed to gradually reducing management ...

Super fund ESG options underweight BHP, overweight CSL

RACHEL ALEMBAKIS  |  THURSDAY, 8 JUN 2023
... action constraints akin to walking a high wire tightrope," he said. "Plus, through following the Sustainable Development Goals and other parameters, super fund ESG portfolios have in recent years clearly evolved from simplistic divestment strategies ...

Generation Life rolls out product enhancements

ANDREW MCKEAN  |  WEDNESDAY, 7 JUN 2023
... Australians need investment options that give them flexibility and versatility, reflecting their retirement priorities and goals." "With this in mind, we're excited to introduce LifeIncome's new feature: LifeIncome Flex. As the most flexible ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
... liquidity when family owners want to exit. They're also about capital management and structuring for the future. "These goals lead to the need for more complex wealth management. "We are also seeing the rise of family offices where the function of ...

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
There's a mismatch between family offices' top stated purpose of wealth transfer and the processes, governance, and risk management in place to ensure that, with only 42% having a wealth succession plan in place. That's according to the latest UBS Global ...

Could the anti-woke movement come to Australia?

ROSE MARY PETRASS  |  WEDNESDAY, 24 MAY 2023
... Florida governor Ron DeSantis signed into law a bill barring state officials from investing public money to promote ESG goals, and prohibiting ESG bond sales. This is deterring public entities from including ESG matters in their decision making, and ...