Finance and philanthropy melded as fund managers offer their services for free

Financial planners have an opportunity to speak with clients about the dual goals of good investment returns and philanthropy with the launch of Australia’s first listed philanthropic wealth creation vehicles. The Future Generation Global Investment Company has launched two listed investment companies, one focusing on Australian equities and the other on global equities that donate […]

Robert Merton: the individual plan man

Merton, who is the Massachusetts Institute of Technology Sloan School of Management’s distinguished professor of finance and resident scientist at Dimensional Fund Advisors, says the criteria for a good retirement solution are not met by traditional defined benefit (DB) or defined-contribution (DC) plans. Innovate to be individual