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Showing 811 - 820 of 9460 results for "income"

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
A new report suggests that the adoption of retirement income philosophies and a new approach to risk profiling would see financial advisers better assist their clients in the retirement phase. Allianz Retire+'s Towards A Retirement Income Philosophy ...

Brookfield subsidiary launches credit fund locally

KARREN VERGARA  |  FRIDAY, 14 FEB 2025
... Management. Brookfield Oaktree Wealth Solutions' fund, which requires an initial investment amount of $100,000, invests in income-generating private credit opportunities. Between 95% and 100% of monies are invested in the underlying fund, which is ...

Alexander Funds recruits regional manager

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... the distribution team will allow for greater coverage of the growing support base," Inifer said. Before joining the fixed income and credit boutique, she worked at Millbrook Group as national investment adviser, responsible for managing a diverse range ...

Janus Henderson turns $5.2bn fixed interest fund into active ETF

MATTHEW WAI  |  THURSDAY, 13 FEB 2025
... settings aimed at stimulating growth are likely to reignite investor interest in the asset class," Sivapalan said. "The fixed income ETF market has expanded significantly, and actively managed solutions are playing a growing role in helping investors ...

Industry fund insurance bungle adds fuel to mounting outrage

ANDREW MCKEAN  |  THURSDAY, 13 FEB 2025
... call TAL, the underwriters, because he'd lost all trust in the people he was dealing with at Rest. Although they said the income protection claimant process would be expedited, those words rang hollow to him. The case manager at TAL was "incredible," ...

SG Hiscock, Ruffer shutter funds

KARREN VERGARA  |  THURSDAY, 13 FEB 2025
... Australia Fund will close on April 17 for failing to reach sufficient scale to appropriately seek its investment return and income objectives given the fees and costs associated in running it, RE Perpetual told investors. "Following a recommendation ...

Australians don't trust politicians with their super: FSC

ANDREW MCKEAN  |  TUESDAY, 11 FEB 2025
... "It is disingenuous to say this tax targets older and wealthier Australians when in reality it targets younger, middle-income Australians, designed to establish what is known as a 'structural saving' in the Budget that will be impossible for future governments ...

EQT awarded two new mandates

ELIZA BAVIN  |  TUESDAY, 11 FEB 2025
... Financial. MA Financial Group partnered with EQT as the responsible entity and custodian for its newly launched MA Credit Income Trust (ASX: MA1), the organisation's first listed private credit fund which will list on the ASX on 5 March 2025. "The ...

Most retirees who rent live in poverty: Grattan Institute

ANDREW MCKEAN  |  MONDAY, 10 FEB 2025
... is set to get worse, according to a Grattan Institute report. While the Age Pension provides an adequate, albeit modest income in retirement for those who own their own home - 78% of over 65s are homeowners - many retirees who rent are struggling to ...

Almost half of HESTA members retire involuntarily

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... planning for retirement, including seeking out financial advice. "As women approach retirement, transitioning from a regular income to relying on super savings raises new questions and concerns - particularly as they deal with daily cost-of-living pressures ...