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Showing 61 - 70 of 8278 results for "Income"

MFS Investment Management appoints chief investment officer

ANDREW MCKEAN  |  FRIDAY, 15 MAR 2024
... investment officer, starting from 1 January 2025. O'Neil will oversee MFS's 300-person investment team, including fixed income, quantitative solutions, and global treading teams. Additionally, she'll join the firm's management committee. ...

Australian Retirement Trust announces new investment strategy and options

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... meet your personal investment needs and preferences," ART said. "The Balanced Risk-Adjusted option is the option that our Income account holders will be automatically invested in if they open an account from 1 July 2024 and don't make an investment ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... plan to keep the investment for an average of 7.8 years. "Forty-three per cent of current managed account users have used income-focused strategies in the past 12 months and 42% of current managed account users have used risked based strategies in the ...

FAAA calls on ATO to provide clarity over advice fees

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... last year, outlined that upfront fees are deductible to the extent they relate to tax advice under section 25-5 of the Income Tax Assessment Act 2007 (ITAA). However, the FAAA and the accounting bodies are aligned in pushing for further clarification ...

Advanced ETP portfolios come at higher cost, complexity

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
... valuations on systemic risk factors or construct portfolios that focus on specific needs of investors, such as the need for income in retirement. In contrast, a basic ETP portfolio costs around 10 basis points per year - about three times less than the ...

Global dividends reached record high in 2023

ELIZA BAVIN  |  WEDNESDAY, 13 MAR 2024
... record healthy underlying growth," Gaden said. "Crucially our Global Dividend Index highlights just how important it is for income-oriented investors to have diversification across industries and across geographies. The changing global cost of capital ...

HESTA names head of investment execution

KARREN VERGARA  |  WEDNESDAY, 13 MAR 2024
... markets, as reported by Industry Moves. Lin previously worked at U Ethical for two years as a portfolio manager of fixed income and cash before joining the super fund in January.

Taskforce suggests aged care funding be based on personal wealth

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... saving for retirement. "The government's proposed objective for superannuation is: 'to preserve savings to deliver income for a dignified retirement, alongside government support, in an equitable and sustainable way'. Income from superannuation ...

The tide is turning for North Asian equity markets: Maple-Brown Abbott

ELIZA BAVIN  |  TUESDAY, 12 MAR 2024
Maple-Brown Abbott head of Asia Will Main and Asian equity income portfolio manager Howard Ho are expecting a positive future for Asia's largest equity markets for years to come. Main and Ho said recent attempts to improve corporate governance in Japan ...

Blossom launches new fixed income product

ANDREW MCKEAN  |  TUESDAY, 12 MAR 2024
Blossom, an Australian fixed income app, has launched Blossom Plus, a managed fund that offers access to bond investments with a target return of 7%. The new product is designed for investors who want to maximise the value of the savings made on their ...