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Showing 1121 - 1130 of 3598 results for "Limited"

Alan Dixon on extended leave from URF

KANIKA SOOD  |  THURSDAY, 1 AUG 2019
... said Alan Dixon had agreed to step aside as chief executive to focus on URF. This morning Walsh and Company Investments Limited, which acts as the responsible entity for URF, announced Dixon's extended leave. General Counsel Brian Disler and co-chief ...

Managed accounts hit milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... of March represented 1860 advisers. Those groups are Synchron, Merit Wealth, Interprac, Capstone, and Shaw And Partners Limited. The number of advisers in non-institutional AFSL groups is growing almost three times faster than the advisers using institutionally-owned ...

Consultancy launches virtual business coaching

HARRISON WORLEY  |  TUESDAY, 30 JUL 2019
... compliance and study requirements, at a time where their margins are squeezed, advisers can't afford to waste any of the limited amount of time they can dedicate to working on their business, and so we've designed the Evolve Alliance as a self-directed ...

Keybridge shareholder threatens board spill

KANIKA SOOD  |  TUESDAY, 23 JUL 2019
... voluntarily resign and put themselves up for re-election by shareholders. Bentley Capital owns about 20% of Keybridge Capital Limited and has two seats on its board, which are held by William Johnson and Simon Cato. The other two directors on Keybridge's ...

Russell launches next gen managed accounts

ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
... roll out the offering to other platforms very soon. "Our research shows Australian advisers continue to be faced with a limited choice between two key structures; a highly active managed account at a premium price point or a passive managed account at ...

Super fund invests through RateSetter

ELIZABETH MCARTHUR  |  TUESDAY, 16 JUL 2019
... $13,616,253 and RateSetter estimates it covers $8,497,856 of bad debt. The platform is backed by RateSetter Group, Carsales Limited, Stratton Finance, Five V Capital as well as other investors.

ASIC boosts AFSL application requirements

HARRISON WORLEY  |  MONDAY, 8 JUL 2019
... the future. "ASIC has reviewed the AFS licence assessment processes and has streamlined its assessment processes in some limited respects," Day said. "This is designed to avoid unnecessary delays that may arise when ASIC seeks additional information ...

Fund managers lag on ESG

KANIKA SOOD  |  FRIDAY, 5 JUL 2019
... participated in the Future Generation Global Investment Company. However, Magellan disclosed ESG performance data with limited usage, made no reference to portfolio decarbonistion coalition, did not disclose employee pay metrics (similar to other two) ...

ASIC to offer AFSL relief to overseas firms

HARRISON WORLEY  |  THURSDAY, 4 JUL 2019
... Australia. If FFSPs eclipse that amount, they will still be required to hold an AFSL. ASIC's proposal will also repeal the "limited connection" licensing relief proposed in consultation paper 301, which provided relief to FFSPs with a limited connection ...

Bonds raise alarm at fund manager

KANIKA SOOD  |  WEDNESDAY, 3 JUL 2019
... relationships between Windhorst and H20 managers. "For absolute clarity, our aggregate exposures to illiquid assets are strictly limited to between 5% and 10% of each of these three fund's net assets," H20 Asset Management chief executive Bruno Crastes ...