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Showing 91 - 100 of 16825 results for %22Plan%22

Iress share price jumps on takeover rumours

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2024
Iress saw its share price skyrocket 15% as speculation swirled that a global private equity firm is keen on a buyout. An article in the AFR claiming US private equity investor Thoma Bravo is eyeing Iress sent investors into a tailspin, bumping up the ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
Tailored Lifetime Solutions is the latest firm to join Count's national advice community, switching from AMP Financial Planning. Tailored Lifetime Solutions, previously licenced by AMP, comprises a team of five financial advisers who have been supporting ...

AustralianSuper to deploy £8 billion in the UK

ANDREW MCKEAN  |  TUESDAY, 5 MAR 2024
AustralianSuper is set to deploy more than £8 billion of new capital into the UK, projecting its investment portfolio to surpass £18 billion by 2030. The superannuation giant plans to channel capital into large-scale, long-term investment opportunities ...

EG to target intermediaries

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
The real estate giant plans to expand into the intermediaries sector with the recent hire of Mark Weingarth as its director of business management. Weingarth, who officially joined EG in October last year, brings over 17 years of experience in financial ...

MSC Trustees nabs Equity Trustees general manager

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
Making the jump from Equity Trustees, Kylie Holbrook has joined MSC Trustees as general manager, funds. MSC Trustees said the appointment marks an expansion of its Sydney team, with Holbrook taking on a leadership role. She spent the last 12 years at ...

Family offices still love hedge funds: Preqin

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
The number of family office investors allocating to hedge funds increased by 10% from 2022 to 2023, and has doubled since 2015, according to new research by Preqin. The Preqin Fundraising from Family Offices report stated that family offices across ...

ASIC succeeds in conflicted remuneration case

KARREN VERGARA  |  MONDAY, 4 MAR 2024
ASIC has succeeded in its case against RM Capital, which the court found failed to take reasonable steps to prevent its authorised representative accepting conflicted remuneration. On the February 29, the Federal Court found that RM Capital's authorised ...

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
Count has finalised the acquisition of Diverger as the latter officially delists from the ASX today. The group now has 590 financial advisers and funds under advice (FUA) of $29.9 billion. Count chief executive Hugh Humphrey said: "An important strategic ...

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
Professional and business development managers are growing increasingly dissatisfied in their current roles as many flagged their exit over the next three years, a new survey finds. A comprehensive analysis of professional development managers (PDM) ...

Platinum plans turnaround, FUM dwindles

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
Platinum Investment Management unveiled its turnaround strategy as funds under management (FUM) continue to suffer institutional investor outflows and negative returns. The fund manager said its immediate priorities in the next few months is to cut ...