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| | | Generation Development Group (GDG) reported stronger funds under management (FUM) across its wealth business in the September quarter, led by record investment-bond sales at Generation Life despite more cautious investor and adviser activity. Group ... |
| | | | Australia's high-net-worth investors remain optimistic about market returns but are retaining significant cash holdings as interest rates, inflation and policy uncertainty complicate investment decisions. Research from Praemium and CoreData's Rich Decisions ... |
| | | | ... expect solutions development and product range strategy tailored to clients' needs across retirement, long-term savings and wealth management. To lead the new division, Natixis IM head of international distribution Fabrice Chemouny will transition into ... |
| | | | ... spend their savings. "When we look at retirees who have higher degrees of guaranteed income as a portion of their overall wealth, they are much more comfortable in spending," Oldroyd said. "They have far more parity income as a cent of their total wealth ... |
| | | | ... divide, with lower-income households facing growing rental stress and potentially entering retirement with significantly less wealth, according to the Actuaries Institute. The report, Spotlight on Real (e)State - Understanding changes for home ownership ... |
| | | | ... construction." The news follows EQT's acquisition of Coller Capital in the beginning of the year. EQT head of global wealth solutions, Asia Pacific Sueann Yeo explained the rationale behind selecting Channel Capital. "Globally, we're witnessing ... |
| | | | ... enhanced its Fixed Term Annuity, broadening its investment offering. The new investment bond is designed for long-term wealth accumulation and transfer, with potential applications including education funding, estate planning and supporting future generations. ... |
| | | | ... products, alongside the addition of assets under administration following the acquisition of Interfi Systems. Meanwhile, Wealth Management funds under advice remained stable at $22.1 billion as Perpetual continued preparations for the sale of the business ... |
| | | | ... Partners in Gosford, NSW, in 2013, and served in similar roles at Smythe Financial Management and Minchin Moore Private Wealth Advisers before founding his practice, Millennial Independent Advice, in 2018. In the frequently asked questions section of ... |
| | | | Flexible choices can drive higher retirement balances. Modelling from the 2026 Intergenerational Report (IGR) released in September predicts that by 2065-66, the number of Australians aged 85 or older will triple to 1.9 million - a huge cohort that ... |
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