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Showing 61 - 70 of 828 results for %22Wealth Today%22

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... contributions. "Retirees should only be making short-term sacrifices to shore up their longer-term lifestyles, not to maximise the wealth they can pass on," Stephan Independent Advisory director and financial adviser James Stephan reinforced. A final ...

Italian private credit fund brings unique offering down under

CHLOE WALKER  |  TUESDAY, 30 MAY 2023
... seeing growth in our private market business." Borysiewicz said MLoan has particular appeal to Australia's private wealth market. "Large institutions with big ticket sizes have played in the private credit space for years, domestically and globally ...

'Kick down the road' mentality fuels retirement insecurity: Study

ANDREW MCKEAN  |  MONDAY, 22 MAY 2023
... research and management and tax savvy planning - areas that DIY investors can often overlook and can add enormous value to wealth creation over time." "Quantifying this, our projections demonstrate the value of advice where Aussies stand to gain 8% to ...

Superhero launches in New Zealand

CASSANDRA BALDINI  |  TUESDAY, 9 MAY 2023
... that New Zealand is a population of incredibly engaged investors, and we can't wait to support them in growing their wealth," Superhero chief executive and co-founder John Winters said. "Since launching in late 2020, Superhero's focus has been ...

BlackRock to list low-cost property and infrastructure ETFs

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... ETP and advice market in Australia and democratising investing more broadly." Meanwhile, BlackRock Australasia head of wealth Chantal Giles said the addition of low-cost Global Property and Global Infrastructure ETFs further bolsters the local iShares ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
In an exclusive interview with Financial Standard, BlackRock US wealth advisory group director Jim Renitsky said digitisation and personalisation at scale have become key differentiation points for adviser businesses. Reflecting on trends seen in the ...

AMP wealth management AUM grows $2bn

ANDREW MCKEAN  |  WEDNESDAY, 19 APR 2023
In an ASX announcement, AMP said that its Australian Wealth Management assets under management (AUM) increased by $2 billion to $126.2 billion. However, the company had a net cash outflow of $600 million in Q1 2023, a slight improvement from the $900 ...

Top 10% pocket 93% of Australia's wealth: Research

CHLOE WALKER  |  WEDNESDAY, 12 APR 2023
... saw people benefiting more equally from economic growth," the Australia Institute senior economist Matt Grudnoff said. "Today, that Australia dream has turned into an inequality nightmare with the maldistribution of economic gains fuelling the cost-of-living ...

Spark Financial Group launches digital investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 5 APR 2023
... "Launching our digital investing solution today is a logical step in empowering consumers to engage with investing and building wealth in an accessible fashion and for Spark to reach an even greater number of people seeking cost-effective solutions," ...

Grattan finds $14bn savings in super tax break overhaul

KARREN VERGARA  |  MONDAY, 3 APR 2023
... that "these changes are fair" as retirees would pay some tax on the earnings from their super - the same as those working today - and much less than younger workers pay on their wages.