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Showing 1 - 7 of 7 results for "PFM"

Personal finance app retires Australian business

KARREN VERGARA  |  TUESDAY, 15 DEC 2020
... discontinue services in Australia from 15 January 2021. Moneytree LINK, a financial data platform for businesses, and the Moneytree PFM, which managed financial assets, will shutter. Moneytree chief technology officer and executive director for Australia ...

No joy in the advice world this Christmas

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
... who are feeling physically, financially and mentally spent from reform fatigue, according to former adviser and founder of PFM Australia, Barry Daniels. "Rather than continuing until 2024 or 2026, many may feel it will be better to exit in the New Year ...

China awards private fund license to $900bn manager

ALEX BURKE  |  FRIDAY, 14 JUL 2017
... "UBS Asset Management is the first international manager with a [Qualified Domestic Limited Partnership] quota to receive a PFM license in China's onshore market." "Securing the license expands the breadth and depth of our domestic offering, complements ...

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
... release of MoneyBowl for Advisers in July, MoneyBowl for Accountants features an automated personal financial management (PFM) tool, debt recycling calculator, investment property calculator, gap analysis tool and cloud based version of GPS Wealth's ...

All roads leading to China's "one road"

BENJAMIN ONG  |  TUESDAY, 31 MAR 2015
... billion AIIB back then. According to Wikipedia, "There are 30 Prospective Founding Members (PFMs) and 14 countries applying for PFM as of 30 March 2015. Hong Kong joins the delegation of China in the negotiations. Spain and Sweden have the intention ...

Austock sells PFM to Folkstone

BEN COLLINS  |  TUESDAY, 10 JUL 2012
Austock Funds Management has reached an agreement to sell its Property Funds Management business to Folkstone Limited, leaving Mariner Corporation's takeover bid in doubt. Darren Olney-Fraser, Mariner chief executive officer, told Financial Standard ...

Balmain Trilogy support falls short

ELISE BURGESS  |  FRIDAY, 3 SEP 2010
Balmain Trilogy, the investment manager of the Pacific First Mortgage Fund (PFMF), fell short on votes to implement new strategy despite receiving majority support. Balmain announced that it received majority support of both unitholders and units voted ...
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