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Showing 1411 - 1420 of 7677 results for "Deal"

Multi-family office adds lead regional role

JAMIE WILLIAMSON  |  THURSDAY, 30 SEP 2021
... platform for its network of global intermediary advisors and custodians, as well as accessing its proprietary real asset deal flow." Commenting on his new role, Golovsky said he is thrilled to have the opportunity to accelerate Alvarium's growth across ...

Aviva Investors names credit lead, offloads US team

JAMIE WILLIAMSON  |  TUESDAY, 28 SEP 2021
... securities finance. It also comes as Franklin Templeton acquires Aviva Investors' US-based investment grade credit team. The deal sees Aviva's head of Americas client solutions Tom Meyers join Franklin Templeton Fixed Income (FTFI) in the newly ...

Former Regal FM portfolio manager banned

JAMIE WILLIAMSON  |  WEDNESDAY, 22 SEP 2021
A former Regal Funds Management portfolio manager has been banned for five years after he manipulated the share price of Clearview Wealth. Dylan Rands was a dealer and portfolio manager at Regal Funds Management when he entered into 112 uncommercial ...

Asendium partners with licensee support firm

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
Asendium has joined forces with a licensee support firm that has more than 70 AFS Licensees nationwide. My Dealer Services is using the financial advice technology firm's software to develop compliant advice. Advisers will be able to generate in-house ...

Janus Henderson adds active ETF

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... by various megatrends. The Janus Henderson Global Sustainable Equity Active ETF (FUTR) will invest in 50-70 companies that deal with climate change, resource constraints, population growth and ageing populations. The portfolio carries a carbon footprint ...

CMC Markets buys ANZ Share Investing

ANNABELLE DICKSON  |  FRIDAY, 17 SEP 2021
... ANZ's share trading business since 2018 which has generated £39.5 million in net trading revenue for CMC. Following the deal, this partnership will cease. The transition will benefit ANZ's clients with mobile apps and complementary education tools ...

Former super fund chief defends tenure

JAMIE WILLIAMSON  |  THURSDAY, 16 SEP 2021
... the "Official Superannuation Partner" of the NRL and NRLW in February of this year. According to the SMH, this three-year deal cost about $3 million and was executed in October 2020, when the fund was already in talks with TWUSUPER to merge. The SMH ...

DDO nil-reporting rule scrapped

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
In a win for financial advisers, the Design and Distribution Obligations (DDO) regime will scrap the nil-reporting rule. In the Updated amendments to the design and distribution obligations document released by Treasury, advisers will no longer be required ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
The take up of managed accounts continues to grow with the industry growing $15.8 billion in the last six months to $111 billion, new research shows. The Institute of Managed Account Professionals (IMAP) and Milliman's latest Managed Accounts FUM Census ...

State Street acquires custodian for $4.7bn

KARREN VERGARA  |  WEDNESDAY, 8 SEP 2021
... in assets under custody, while State Street has $43.2 trillion (US$31.9tn). Subject to regulatory and other approvals, the deal is set to complete by the end of the year. Upon closing of the transaction, BBH Investor Services employees will move to State ...