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Showing 1431 - 1440 of 7677 results for "Deal"

ClearView offloads advice unit

KARREN VERGARA  |  WEDNESDAY, 25 AUG 2021
... acquire ClearView subsidiaries ClearView Financial Advice (CFA), Matrix Planning Solutions and LaVista Licensee Solutions. The deal will give ClearView a 25% shareholding in Centrepoint. ClearView will be able to appoint one director to the Centrepoint ...

Pandemic stokes investor appetite

ELIZABETH MCARTHUR  |  TUESDAY, 24 AUG 2021
... activity, as a direct result of COVID-19, across the board. Identifying the factors influencing this, Calastone said that a good deal of the shift in investor behaviour reflects a mix of pent-up demand, growing confidence in the economic outlook and ...

Consultum chief joins new firm

ELIZABETH MCARTHUR  |  TUESDAY, 24 AUG 2021
The former chief executive of IOOF-aligned Consultum Financial Advisers has found a new role. Joe Botte joined boutique dealer group ASVW Financial Services (ASVWFS) as executive director. "Joe is a very committed and effective executive with an extensive ...

Westpac cops $10.5m fine

ANNABELLE DICKSON  |  TUESDAY, 24 AUG 2021
... considered as a whole and in context, there was an implied recommendation in each call and the intention was to "close" the deal while on the phone. In February, the High Court dismissed Westpac's appeal of the Federal Court's 2019 decision. ...

Economic recap: Week to August 20

BENJAMIN ONG  |  MONDAY, 23 AUG 2021
... consumer sentiment indicators suggest this wouldn't last long. The economy added 2,200 jobs in July - paltry, but a great deal more than consensus expectations for job losses of 46,200. The unemployment rate fell from 4.9% in June to 4.6% in July. ...

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... private investment funds. "We do not have any affiliation with any employer or employer organisations or unions. Rather, we deal with individual members and their financial advisers by offering a superannuation platform that enables the member, in conjunction ...

CSLR unfairly locks out some victims: Maurice Blackburn

ELIZABETH MCARTHUR  |  MONDAY, 16 AUG 2021
The Compensation Scheme of Last Resort (CSLR) will lock out victims of financial misconduct or fraud who pursue court proceedings - something that is inherently unfair, according to law firm Maurice Blackburn. Maurice Blackburn principal lawyer Josh ...

Preqin acquires Colmore

KANIKA SOOD  |  THURSDAY, 12 AUG 2021
The alternatives research business has acquired private markets technology, services and administration business Colmore. The transaction closed on August 5. Colmore will be fully owned by Preqin and run as a standalone business. Colmore chief executive ...

Netwealth hires head of investment solutions

JAMIE WILLIAMSON  |  WEDNESDAY, 11 AUG 2021
... Stevens. Yarra Capital completed its acquisition of Nikko's Australia business in April after having first announced the deal in March this year.

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
... unpredictable. However, to protect assets not just for immediacy but across generations, it is imperative to have a strategy to deal with unpredictable events," he said. "The fact is that a passport belongs to a country and not an individual. Your country ...