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Showing 61 - 70 of 736 results for "Younger"

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
... motor vehicles. "The platform also supports improved financial literacy outcomes and engagement with particularly among younger generations and women," Tubman said. "Over the next 20 years we will see an unprecedented amount of wealth being transferred ...

COVID helped to reduce inequality: Productivity Commission

ELIZA BAVIN  |  TUESDAY, 21 MAY 2024
... fund their spending. "When you look at wealth and income together, older Australians are doing better on average than younger Australians," de Fontenay said. The report examined gender differences in income and wealth. It found that women still had lower ...

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... planning to significantly expand their ESG offerings over the next three years. However, Deloitte's data suggests that younger investors may not be quite as ready for sustainable investments as previously thought, with only 5% of Gen Y and Z prioritising ...

Rest calls for removal of minimum work hours for super

ELIZA BAVIN  |  MONDAY, 13 MAY 2024
... or fast-food jobs, gets a fair start with their superannuation. "Rest represents around one million members aged 30 or younger, so we know how beneficial it is for members to set themselves up for their best-possible retirement from day one," Doyle said. ...

Inflation spooks retirees more than healthcare costs

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
... fixed income sources. "The challenges facing retirees today are further evidence of the retirement savings crisis. For younger generations with longer time horizons, now is the time to prioritise saving for a brighter future," she said. A survey from ...

AustralianSuper announces insurance changes

ELIZA BAVIN  |  WEDNESDAY, 1 MAY 2024
... members aged 15 to 25 from June 1 this year. New age-based cover amounts will automatically start on June 1 for members younger than 25 years old because they have made certain changes to their insurance cover before June 1 that would cause age-based ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... Financial Group managing director Keith Cullen and Fortnum Financial Group managing director and group chief executive Neil Younger have therefore joined the FSC Board as directors. Younger said: "At a pivotal time for the financial advice profession ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
... Unity's advice unit had $11.2 billion in funds under advice (FUA) at the end of June 2023. Entireti's chief executive Neil Younger said Fortnum and PFS will "continue to operate under their respective names in recognition of their unique positions in ...

UniSuper selects new group insurer

JAMIE WILLIAMSON  |  WEDNESDAY, 17 APR 2024
... total and permanent disablement (TPD) cover at the life stages members most likely need it and less cover when they're younger; "Think of it as a curve that rises and falls according to your age - providing a level of basic protection for each phase ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
... fifth Professional Year candidate. "Philosophically we want a strong, stable team and having good career paths for the younger generation is a key part of that," he said. EWM has offices in Sydney, Central Coast, Newcastle, and Brisbane, and provides ...

Editor's Choice

Section 899 ditched but companies face tax uncertainties

KARREN VERGARA
While Australian investors breathed a resounding sigh of relief when US President Donald Trump binned section 899 of the One Big Beautiful Bill Act (OBBBA), local multinationals, however, were lumped with grave uncertainties surrounding the global Pillar 2 tax regime.

ART inks mandate with Zurich

KARREN VERGARA
Zurich Australia is set to take on a major mandate from Australian Retirement Trust (ART) to provide insurance for its Super Savings members.

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA
Betashares is acquiring managed accounts business InvestSense to create Trellia Wealth Partners out of the deal.

Hostplus extends MetLife partnership

MATTHEW WAI
Hostplus has extended its group insurance partnership with MetLife Australia until June 2028.

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John Burke

John Burke

GLOBAL CHIEF EXECUTIVE OFFICER
BENNELONG FUNDS MANAGEMENT LTD
Bennelong Funds Management is like a mainline into the jugular of Australia's financial advice sector, with more than 6500 advisers channelling capital to its funds. But its global chief executive John Burke says the job's not done yet. Andrew McKean writes.
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