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Showing 1071 - 1080 of 4927 results for "MIS"

JANA awarded mandate by NFP

CHLOE WALKER  |  MONDAY, 20 FEB 2023
In a new mandate win, JANA will provide traditional advisory services, strategic advice and portfolio construction and risk assessment for Community Trust South. The New Zealand based philanthropic trust holds more than $270 million and has provided ...

Knight Frank, Berkadia form international alliance

CHLOE WALKER  |  THURSDAY, 16 FEB 2023
Together, Knight Frank and capital markets advisory firm Berkadia will partner to become one of the world's leading multi-family brokers. The new partnership will establish a premier global capital markets platform, providing clients with access to ...

ASIC dodges PGPA investigation questioning

CASSANDRA BALDINI  |  THURSDAY, 16 FEB 2023
At a hearing this morning, Senator Andrew Bragg called out ASIC chair Joe Longo after he opted not to answer questions about ASIC commissioners investigated under the Public Governance Performance and Accountability (PGPA) Act. Fronting the Senate Economics ...

ASIC acts to combat financial inequality for First Nations people

ANDREW MCKEAN  |  WEDNESDAY, 15 FEB 2023
ASIC has published an Indigenous Financial Services Framework to support positive financial outcomes for First Nations people. The Framework's development is the result of extensive consultations with stakeholders, including First Nations people, financial ...

Super, advice class actions dampen CBA results

KARREN VERGARA  |  WEDNESDAY, 15 FEB 2023
Despite reporting bumper profits this morning, Commonwealth Bank continues to put out fires from its misconduct stemming from the Hayne Royal Commission, as it looks to tackle several class actions in 2023. One ongoing lawsuit alleges that Colonial ...

bfinance completes management buyout

CHLOE WALKER  |  WEDNESDAY, 15 FEB 2023
Following major growth, including in the Australian market, the global investment consultant bought out the 51% stake held by Baird Capital. The transaction, supported by Beach Point Capital Management, follows a season of significant growth for bfinance ...

Reporting season may prove dramatic: UBS

CASSANDRA BALDINI  |  TUESDAY, 14 FEB 2023
Ongoing rate hikes will add a little drama to this year's reporting season; however, experts say things might be looking up for active stock pickers. UBS explained this is due to markets exiting the macro-driven stage of the market cycle and transitioning ...

Women the future of advice: Netwealth

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
Wealth professionals are being encouraged to adjust their advice offering and better serve women or risk missing out on a key growth market. Netwealth's white paper titled Women as the new face of wealth found younger affluent females are engaged with ...

ESG impacts on US pension funds tested

RACHEL ALEMBAKIS  |  MONDAY, 13 FEB 2023
There is no difference between investment returns for US state pension funds in "blue" states that might be more likely to integrate ESG investment principles and "red" states that are more likely to ban ESG investment strategies, according to Rainmaker ...

"A lawyer's picnic": QAR report slammed

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2023
Consumer bodies have criticised the Quality of Advice Review's final report, saying the proposals create a two-tier system whereby poorer Australians will only be able to access conflicted advice. Super Consumers Australia director Xavier O'Halloran ...