Search Results | Showing 121 - 130 of 10658 results for "Set" |
| | | ... worlds apart." Furthermore, financial advisers traditionally focus on sequencing risk in retirement but overlooked a broader set of interconnected threats, including loss asymmetry, volatility drag and what the research coins as "dollar-cost ravaging". ... |
| | | | HeirWealth has launched a Model Context Protocol (MCP) server allowing financial advisers, accountants and family offices to query consolidated client wealth data through artificial intelligence assistants such as ChatGPT and Claude. The Australian ... |
| | | | The government is consulting on the minimum tax on discretionary trusts set to come into effect 1 July 2028. Announced during the 2026 Federal Budget, Treasury is now seeking industry feedback on the incoming tax around the expanded rollover relief ... |
| | | | SS&C Technologies Holdings is planning to adopt digital cash such as stablecoins and tokenised commercial bank deposits during the transactions of tokenised investments. The planned capabilities are designed to support future atomic settlement, SS&C ... |
| | | | ... became "frustrated with the training focus on selling products", he told Financial Standard in 2023, adding years later he set off to shed institutional influence and charter his own course. "Today, the firm still has my very first client, and our single ... |
| | | | ... Financial Group, QIC, Goldman Sachs and Schroders. TCorp is now looking for Brentnall's successor with the appointment set to be finalised in the first half of 2027. Brentnall continues to lead the investment team during this period. TCorp recently ... |
| | | | ... arcpoint OCIO has won three mandates including securing wealth manager and family office Larapinta Private, a new venture set up by a former Koda Capital partner. Founded by Troy Armstrong, Larapinta Private caters to Australia's regional, agricultural ... |
| | | | ... deploy when markets move, while still supporting efficient settlement and portfolio implementation. "Cash should not simply be set and forget, nor treated as a passive and disconnected portfolio holding," Grant said. "An efficient integrated cash management ... |
| | | | Victims of the First Guardian Master Fund will only recoup $2.9 million out of a $38.3 million loan made by responsible entity Falcon Capital, according to liquidators who said the amount represents a realistic commercial value compared to alternative ... |
| | | | ... Partners (AGP) to help distribute its venture capital strategy to Australian wholesale investors. ARK Venture Fund, which is set to launch in Australia this month, is an actively managed portfolio of private companies that align with ARK's "disruptive ... |
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