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Showing 461 - 470 of 2010 results for "Generation"

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... provided and collectively charged because of the Sole Purpose Test. And these people could become, over time, the next generation of financial advisers and planners," Abood said. "However, in this latest proposal, these 'qualified advisers' will ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... exploring what is happening as an estimated $3.5 trillion in wealth from high-net-worth individuals is transferred to a new generation of investors over the next two decades. The report highlights the role financial advisers will play in in this process ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... during the period, at 81.4% globally. "At a time of rapid change which inevitably brings business challenges, first-generation billionaires are worried about different risks than multigenerational billionaires," the report said. The report found 66% ...

Macro environment trumps inflation for asset owners: Research

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
... pension funds have navigated a year when volatility and uncertainty in the global economy have been at their highest in a generation - with often divergent outcomes. "The disruption caused by elevated inflation and increased interest rates has affected ...

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA  |  THURSDAY, 30 NOV 2023
... providers are currently working with agencies to get them rated," he said. Retirement income products provided by AMP and Generation Life, for example, are only available through financial advisers and so "being on an APL is critical." It is also important ...

New chair named for Future Generation Global

CHLOE WALKER  |  MONDAY, 27 NOV 2023
Former Business Council of Australia leader Jennifer Westacott has been named the new chair of Future Generation Global (FGG). Westacott brings significant experience to the role, having worked as the chief executive of the Business Council of Australia ...

LGT Crestone offers exclusive access to the Princely family fund

CHLOE WALKER  |  MONDAY, 27 NOV 2023
Clients of LGT Crestone can now access the Princely family fund, known as the 'Princely Strategy', developed by its parent entity two decades ago. The Global Investible Markets (GIM) fund, which is worth US$18.6 billion, is only accessible to LGT Crestone ...

Betashares launches cash plus managed fund

CASSANDRA BALDINI  |  MONDAY, 27 NOV 2023
... a portfolio of 200 global companies, not including Australia, that demonstrate strong and consistent free cash flow generation. Some of the companies include Microsoft, Visa and Adobe. Last month, Betashares also introduced its FTSE 100 Currency Hedged ...

J.P. Morgan readies evergreen solution for wholesale market

ANDREW MCKEAN  |  MONDAY, 13 NOV 2023
... has witnessed a growing appetite among its wholesale clients for alternative investments, coveted for their income generation potential and utility as a hedge against inflation. "While in the past alternatives are seen to be less accessible due to the ...

Betashares to bring Cash Flow Kings ETF to market

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2023
... a portfolio of 200 global companies, not including Australia, that demonstrate strong and consistent free cash flow generation. Some of the companies include Microsoft, Visa and Adobe. The index it will track has outperformed the MSCI World ex-Australia ...