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| | | ... billionaires based in Australia saw their wealth rise by more than 8% or $28 billion last year, the Takers Not Makers report shows. Oxfam found that billionaire wealth is largely unearned and is bestowed by inheritances. This is layered with the historic ... |
| | | | ... "international outlier" by not emphasising guaranteed lifetime incomes whether via annuities or other offerings, the report shows. Finally, the government should provide a free, high-quality guidance service to help retirees and pre-retirees plan their ... |
| | | | ... assets under management (AUM) grew 3% to $109.7 billion in the 2024 financial year, its recently published annual report shows. The New South Wales investment manager boasted $139.8 million in net profit, which was up 8.3% year on year. It will return ... |
| | | | ... subsectors set to grow on average in absolute asset terms in the five years to 2029, the inaugural Private Markets 700 report shows. Private equity allocations are expected to grow on average by 0.46 points to 15.4% as investors expect returns as much ... |
| | | | ... comprehensive, customised strategies that address their specific needs and preferences." In terms of investment strategy, the report shows there has been a marked increase in interest in private market investments. Some 146,000 HNW investors are currently ... |
| | | | ... (88%) think life insurers should be able to provide financial assistance while facing mental health challenges. "This report shows that rising cost of living, increasing mental health challenges and global economic shocks are putting intense pressure ... |
| | | | ... right for their situations, some consumers might need help understanding this mainstay of financial instruments," the report shows. |
| | | | ... were allocated by super funds at the end of 2023 across all asset classes, Rainmaker's latest Mandate Chaser report shows. This is significantly down from the 340 total mandates that were awarded at the end of March 2022, as super funds chose to ... |
| | | | ... important for funds to consider how their operating costs are managed on an ongoing basis, KPMG's Super Insights 2024 report shows. As an example, Mercer reduced its admin fee from 0.48% to 0.21% following the BT merger, while Colonial First State ... |
| | | | ... than the market anticipates, which reaffirms our higher-for-longer bias," VanEck's Australian equities outlook report shows. Market confidence comes off the back of a soft landing that is likely to eventuate, VanEck said, noting that large caps ... |
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