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Showing 391 - 400 of 3910 results for "health"

Australians urged to consider bequests amid $5.4tn wealth transfer

MATTHEW WAI  |  THURSDAY, 8 AUG 2024
... charity, with only 6.5% of the population expected to. This compares to 5% in New Zealand, 10% in the US and 13.7% in the UK. Health and medical research, animal protection, welfare, and international aid are the top causes supported through bequests ...

Chief financial officer roles 'widely ambiguous': Research

ELIZA BAVIN  |  TUESDAY, 6 AUG 2024
The role of a chief financial officer is "widely ambiguous," according to new research conducted by Monash University. The research suggested that the role has a range of conflicting expectations placed upon it, relating to digital transformation, leadership ...

Former wealth management chief ousted from financial services

ANDREW MCKEAN  |  FRIDAY, 2 AUG 2024
... clients using details including those obtained from a third-party website operator, offering them a free superannuation 'health check,'" ASIC said. "[UGC] through its authorised representatives, recommended investments to clients that included speculative ...

Most Australians proactively retire: Research

KARREN VERGARA  |  FRIDAY, 2 AUG 2024
... retired (44%). Many in this cohort had a clear purpose and meaning in retirement, and wanted to enjoy retirement while their health allowed it. Some 22% said having the freedom to do what they want to do was the top retirement benefit. This was closely ...

UniSuper's environmental option returns -16%

JAMIE WILLIAMSON  |  TUESDAY, 30 JUL 2024
The fund's Global Environmental Opportunities (GEO) option returned a dismal -15.96% in FY24, but chief investment officer John Pearce says the growth themes remain intact, adding it's on a more solid footing than in FY21 when returns soared ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
Financial advisers may have lost nearly 18% of their client books because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average ...

MLC investment chief shares portfolio plans

ANDREW MCKEAN  |  THURSDAY, 25 JUL 2024
MLC chief investment officer Dan Farmer has told an investment forum that while there have been times when diversifying felt like sacrificing returns, it's now being rewarded. For equity markets, a big driver of portfolio returns, Farmer said that MLC ...

Generation Development Group corrals complete ownership of Lonsec

ANDREW MCKEAN  |  TUESDAY, 23 JUL 2024
Generation Development Group, the parent company of Generation Life, which recently acquired the remaining stake in Lonsec, has reported a $673 million increase in funds under management (FUM) over the last financial year. Generation Life received over ...

Investors brace for turbulence as Biden backs out

ELIZA BAVIN  |  TUESDAY, 23 JUL 2024
Investors are preparing for some market turbulence in the US after President Joe Biden pulled out of the race for President against Donald Trump. American Century chief investment officer Rich Weiss said Biden's decision to withdraw as the Democratic ...

Rest awards private equity mandate to TowerBrook Capital

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
Rest has awarded a US$75 million ($112.15 million) mandate to transatlantic investment manager TowerBrook Capital Partners, for its Delta private equity impact fund. The Delta fund will invest in mid-sized private companies that are expected to generate ...