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| | | Iress will sell its UK mortgages business to Bain Capital for $164.3 million before costs. The financial software firm said the sale is a big step in its ongoing transformation strategy to sell-off non-core assets. The net proceeds from the sale will ... |
| | | | ... allocation solution, dedicating 60% of new client money to core investments, 55% of that core to managed accounts and they plan to keep the investment for an average of 7.8 years. "Forty-three per cent of current managed account users have used income-focused ... |
| | | | Australian Retirement Trust (ART) finalised the successor fund transfer with the Alcoa of Australia Retirement Plan, one year on from discussions kicking off. In December 2022, Alcoa Super informed members it was on the hunt for potential merger partners ... |
| | | | Lower fee-paying clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals. The latest Advice practice acquisition, sale & valuation guide from Centurion Market Makers highlights ... |
| | | | ... incurred in gaining or producing assessable income - can be updated," FAAA chief executive Sarah Abood said. "An investment plan in 1995 did not necessarily require consideration of an individual's objectives, financial situation or needs. By contrast ... |
| | | | ... adviser and proprietor at Compass Financial Management said. The recent expansion initiatives are aligned with CAG's growth plan, aimed at solidifying its position as one of Australia's premier providers of financial advice. CAG will offer specialist ... |
| | | | Ontario Teachers' Pension Plan Board reported a meagre 1.9% net return for 2023, falling short of its 8.7% benchmark, translating to a $15.8 billion negative value add. This contrasted with a modest 4% return in 2022, which surpassed its benchmark ... |
| | | | ... employees. Further, those businesses with a large gender pay disparity should be required to explain the gap and publish an action plan, the report recommends. It also recommended the Financial Conduct Authority and Prudential Regulation Authority drop ... |
| | | | The final report from the government's Aged Care Taskforce suggests the amount paid by Australians accessing care should be determined by their personal wealth, including superannuation, rejecting the idea of an aged care levy. On the back of the ... |
| | | | According to the latest figures, there is now about $195 billion held in managed accounts - up $33 billion in the six months to December end. The IMAP Census of Managed Accounts FUM shows the total grew by some 20.47% in the six-month period to hit ... |
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