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| | | Bell Financial Group (BFG) has said it expects to report an increase in full-year revenue and profit, ahead of its results announcement in February. The broker forecast that full-year revenues will rise 12% to $276 million (FY23: $247 million). It also ... |
| | | | ... as client needs evolve to demand more holistic solutions. "... integrated firms with a range of capabilities including product manufacturing, distribution and advisory, asset servicing and administration, and risk intermediation, are well positioned ... |
| | | | ... retirement solutions business. The Memorandum of Understanding (MOU), in the new partnership, outlines joint initiatives in product development, market expansion, and sales and product enhancement. MUFG Retirement Solutions will also implement TCS software ... |
| | | | Mason Stevens Super has made a slew of changes to administration fees, while also adjusting the expense recovery fee and account keeping fee from February 14. In what is the first change to fees since the product's 2017 inception, Mason Stevens ... |
| | | | ... meet their needs," Northern Trust country head, Australia Leon Stavrou said. "Our client-centric approach and holistic product set positions us well to help Platinum as they focus on increasing operational efficiencies. We look forward to the opportunity ... |
| | | | ... exchange-traded fund (ETF) industry has had a landmark year, breaking records pertaining to market capitalisation, net flows, and product launches. Last year, the ETF industry's funds under management (FUM) reached $246.3 billion - registering a ... |
| | | | Blackstone, KKR, and Carlyle are among the private equity firms that will collectively pay the Securities and Exchange Commission (SEC) US$63.1 million for failing to keep appropriate communications records. They join a growing list of financial institutions ... |
| | | | According to new research from Praemium, high-net-worth (HNW) investors with stronger balances are typically tipping more into alternatives. The report comes as advisers eye the asset class along with artificial intelligence (AI) and technology as key ... |
| | | | An alliance of financiers with over US$57.5 trillion in assets has bowed to US political pressure and hit pause after the exit of the world's largest asset manager, BlackRock. Net Zero Asset Managers (NZAM), which has over 300 members, announced it ... |
| | | | ... in facilitating this change. I look forward to Bennelong being at the helm." Bennelong's new outsourced trustee service product aims to offer full oversight and compliance responsibilities for managed fund and other investment products. Bennelong said ... |
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