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Showing 431 - 440 of 1947 results for "Generation"

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
... Australia. At the time, CALI chief executive Christine Cupitt said, it's important to play a part in fostering the next generation of female financial risk advisers to ensure a strong pipeline of talent and leadership while also addressing the decreasing ...

Family offices feeling optimistic about 2024

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... offices in APAC had much larger cash holdings at 18%. Interestingly, for over half of the respondents (60%) the first generation who created the wealth is still in control. For another third, the wealth has already transitioned to their children. Families ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Generation X and Millennials are leading the charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 ...

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
Victorian firm hmh Advisory launched its online wealth management solution, catering to those who don't require full-scale financial advice. The new solution, hmh onlineinvest, offers access to four diversified portfolios which cover a range of risk ...

CALI launches scholarship to boost female risk advisers

CASSANDRA BALDINI  |  THURSDAY, 7 SEP 2023
... insurance industry leader who will act as a mentor. "CALI believes it is important to play our part to foster the next generation of female financial risk advisers to ensure a strong pipeline of talent and leadership while also addressing the decreasing ...

K2 told to freeze distribution of fund

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2023
... and being such high risk. It also said the target market included investors focused on capital preservation or income generation, despite capital loss being a material risk and regular distributions not guaranteed. The TMD also said the fund was suitable ...

Ironbark launches global infrastructure fund

CHLOE WALKER  |  MONDAY, 4 SEP 2023
... importance of incorporating ESG throughout the investment lifecycle. For example, the fund doesn't have any carbon generation energy investments. "We deliberately structured the fund from an investment perspective to be sensitive to ESG," Osorio ...

Commonwealth to disclose climate risks in sovereign bonds

ROSE MARY PETRASS  |  THURSDAY, 31 AUG 2023
... action lawsuit. The case, filed in 2020 by retail investor Kathleen O'Donnell, was represented pro bono by Equity Generation Lawyers principal David Barnden. O'Donnell's claim centred on the fact that climate risk was not disclosed when she ...

Ninety-seven super products fail performance test

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2023
Of the 97 products to fail this year's superannuation performance test, 96 are trustee-directed products - 75% of which are issued by the same four trustees. Released this morning, the 2023 performance test marks the first time trustee-directed ...

ASFA, Super Consumers Australia revise retirement standards

CHLOE WALKER  |  MONDAY, 28 AUG 2023
Australian retirees continue to face cost pressures as historically high consumer price inflation drives up the price of everyday items, driving both the Association of Superannuation Funds Australia (ASFA) and Super Consumers Australia (SCA) to increase ...