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| | | The CFA Institute has launched a private markets and alternative investments certificate to Australian investment professionals. The private markets and alternatives investment certificate is suitable for those aspiring to roles at general partner firms ... |
| | | | ... guidance, HNWIs acknowledged "a need for advice" with inheritance and estate planning, intergenerational advice, and aged care ranking. Praemium said the need for advice in these areas is now at its highest in the three years it has been sponsoring this ... |
| | | | ... or over, 59% said they could cut their spending to adjust to the cost-of-living increases. Unknown future health and aged care costs, as well as the added pressure of financially assisting adult children and other family members who are struggling to ... |
| | | | ... of great pride for HESTA and our partners," Blakey said. "HESTA has more than one million members primarily working in the care economy. More than 80% of members are women - they will be statistically overrepresented in every one of the dire housing ... |
| | | | Generation X and Millennials are leading the charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 ... |
| | | | In a submission to the Aged Care Taskforce, which is currently evaluating the fairness and sustainability of aged care funding in Australia, the Association of Superannuation Funds of Australia (ASFA) has voiced strong opposition to ring-fencing superannuation ... |
| | | | ... advisers. Based in Sydney's north shore, the newly merged firm will have four divisions: personal and family wealth, aged care, life risk insurance, and workplace financial advice. The two practices are authorised representatives of Fortnum Private ... |
| | | | Dianne Sandoval will become the super fund's head of portfolio design, starting her new role in October. Sandoval brings over 30 years of investment management experience to the role, having worked at financial institutions across the Middle East ... |
| | | | ... over rolling 10-year periods. The fund, which is public offer, has a large membership base that work in the education and care sectors. Some 70% of members are women. "Our members value the understanding we have of them in the personalised service that ... |
| | | | Natixis Investment Managers has beefed up its distribution team as the asset manager prepares for rugged market conditions amidst dislocation driven by internalisation and increased specialisation. The doubling of the sales headcount marks one of Natixis' ... |
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