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Showing 81 - 90 of 1416 results for "Goals"

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
... Australian advisers to deliver multi-asset investment solutions that align with their clients' specific risk/return investment goals." BlackRock Australasia head of multi-asset investment strategy Katie Petering said the launch of the portfolios was ...

Russell Investments default option returns up to 12.3%

ANDREW MCKEAN  |  THURSDAY, 1 AUG 2024
... to be 0.2% per annum. "We continue to focus on achieving the best possible return for our members to reach their personal goals and financial security in retirement," Choo said. Russell Investments manages the investments of iQ Super - for Life and iQ ...

CalSTRS creates Total Fund Management division

ANDREW MCKEAN  |  FRIDAY, 26 JUL 2024
... asset allocation, balance sheet management, and investment risk across the total fund. She will also assist with strategic goals, business and budgetary planning, and developing and overseeing cross-asset investment strategies and initiatives. "I look ...

Build Your Wealth adviser cops ban

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
... that Luff failed to make reasonable enquiries into the client's relevant financial situation, objectives, needs, and goals; and did not tell them about the risks of investing in the trust, the potential risk of losing all their funds with such an ...

Rest awards private equity mandate to TowerBrook Capital

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
... that are expected to generate strong long-term returns and contribute to at least one of the UN's Sustainable Development Goals (SDGs). The fund will target opportunities in North America and Western Europe in sectors like green industry, clean energy ...

Government urged to overhaul gift tax system

ELIZA BAVIN  |  FRIDAY, 19 JUL 2024
... Aboriginal and Torres Strait Islander people. "Some Aboriginal and Torres Strait Islander communities are furthering their own goals and aspirations through partnerships with philanthropy. The foundation would facilitate new collaborations between philanthropy ...

Robeco launches two new strategies

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... Climate Transition Equities strategy focuses specifically on the transition toward a low-carbon economy, aligning with the goals of the Paris Agreement. The broader Transition Asian Equities strategy also focuses on climate transition but takes into ...

Aussies' financial literacy declines, young people fare the worst

ANDREW MCKEAN  |  FRIDAY, 21 JUN 2024
... the Australian context included - recommitting to a national strategy for financial literacy and capability with concrete goals, lines of accountability, sustainable funding, and clear outcomes measurement. It suggested mapping stakeholders, initiatives ...

Inflation weighing on next generation of retirees

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... to access." More than half of Gen Xers (56%) said they would need professional advice to achieve their financial planning goals (48%) and specific retirement income planning services (44%). However, 49% of Gen Xers reported that they preferred digital ...

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
... has unique needs which evolve and we pride ourselves on delivering a genuine tailored offer to meet the current and future goals of each client," Lioutas said. Genium recently hired Tim Wong from Morningstar as a senior analyst. Wong joined former Morningstar ...