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Showing 21 - 30 of 1419 results for "Goals"

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... and CommSec. Mann will collaborate closely with families on defining their wealth's purpose, addressing intergenerational goals, and creating a legacy, according to a statement from Viola. "His approach includes working with external advisers across ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... and what their income might look like in retirement. AMP Super members will be able to personalise their retirement income goals and compare it to benchmarks, including the Age Pension and ASFA's Retirement Standard. They can also receive a Retirement ...

Trump orders creation of US sovereign wealth fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
... as mechanisms to amplify the financial return to a nation's assets and leverage those returns for strategic benefit and goals," according to the statement. It said the US could leverage such returns to promote fiscal sustainability, lessen the burden ...

HNW advisers flock to private markets

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
... innovative funds, accessible via PDS and on wrap platforms, offer a perpetual investment horizon that aligns with long-term goals and provides efficient access to this traditionally exclusive asset class." The study also found advisers are accumulating ...

Rest appoints first-ever chief of staff

ANDREW MCKEAN  |  FRIDAY, 24 JAN 2025
... around two million members said the appointee, Gideon Lipman, will help the fund "maintain the momentum towards its strategic goals." Lipman will "work closely" with chief executive Vicki Doyle and the Rest executive team, which includes, chief people ...

Natixis, Generali merger creates $3.2tn fund manager

KARREN VERGARA  |  WEDNESDAY, 22 JAN 2025
... ambition to expand in France, Europe, and beyond. It's very exciting to kick off a project that aligns perfectly with these goals." "Today we are thrilled to take a new step toward creating the largest asset manager in Europe and a major global player ...

BlackRock settles lawsuit for 'misleading consumers'

ANDREW MCKEAN  |  MONDAY, 20 JAN 2025
... regarding BlackRock's investment objectives and alignments with climate-focused initiatives as well as other policy-oriented goals. Tennessee attorney general Jonathan Skrmetti, who filed the "first-of-its-kind" legal case in December 2023, accused BlackRock ...

Legalsuper hunts for CIO

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... from his role at legalsuper. "I'm excited about this new chapter to explore opportunities that align with my long-term goals and interests," Murray stated. He was named chief investment officer last March, succeeding Norman Zhang who quit four months ...

Investors should stay the course in 2025: Expert

MATTHEW WAI  |  THURSDAY, 9 JAN 2025
... those events. Rose told Financial Standard investors should avoid side-tracking from brief distractions and focus on their goals in 2025. "We do not try to predict what is going to happen in the short-term, including election results in some countries," ...

Bull market buoys super funds' 2024 returns

MATTHEW WAI  |  WEDNESDAY, 8 JAN 2025
... respectively for the calendar year. "Strong investment returns over the short-term help support our long-term investment goals," Rest interim co-chief investment officer Kiran Singh said. "Global share markets were standout performers - especially the ...