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Showing 1661 - 1670 of 3847 results for "Plans"

Family offices put focus back on equities: Research

EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
... with about half (47.3%) of family offices claiming to have some form of plan in place, while 29.6% are still developing plans. Family offices in Asia Pacific somewhat lag behind other regions when it comes to succession planning, as currently 13% have ...

Adviser demand drives new CFM strategy

ALEX BURKE  |  MONDAY, 25 SEP 2017
... quantitative approach is an efficient way to access them," Robertson said. The launch of the new trust follows CFM announcing plans to open a Sydney office. CFM president Phillippe Jordan said the firm hopes to seize upon what he sees as an increasing ...

Investec to take on Aussie ABL sector

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2017
... Corporate and Acquisition Finance (CAF) division will focus on sponsored and non-sponsored event driven transactions. It plans to target mid-market companies boasting sizeable, asset rich balance sheets, with earnings levels that do not necessarily meet ...

Stressed Aussies increasingly tempted to access advice

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... committed to increasing the number of loans it annually provides low income Australians. Over the next two years the banks plans to increase the number to 100,000 from 26,000. "We are proud that through our long-standing partnership with Good Shepherd ...

Lack of expertise driving down competition: APRA

ALEX BURKE  |  MONDAY, 18 SEP 2017
... been two new entrants in the past two years, compared to just one in the previous decade," APRA said. In referring to its plans to change the licensing framework for new entrants - which APRA said was historically a "regulatory barrier to entry for some ...

Avenir appoints investment associate

ALEX BURKE  |  MONDAY, 18 SEP 2017
... Global Fund, through Fidante Partners. Warner said the launch of the fund to retail investors was a major step in Avenir's plans to deliver superior returns to a wider group of investors. He explained at the time: "We invest with a longer time horizon ...

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... dealer groups," Shepherd said. But unlike other overseas investment managers who have opened Sydney offices, CFM has no plans to employ an Australia investment team, instead recruiting up to five local staff to cover investor relations, marketing, and ...

Netwealth and Zenith enter partnership

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... management groups wanting to develop and implement a unique investment proposition for their clients," Heine said. Netwealth plans to add further managers to its managed account service during the second half of the year as it continues to support increasing ...

DomaCom and ASIC reach agreement on retirement products

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2017
... subject to a number of conditions - as well as lay foundations for the introduction of further retirement products. With plans to launch the SER product in early-2018, the decision by ASIC brings a close to a four-and-a-half year battle between DomaCom ...

Boutique investment manager continues retail trend

EMMA RAPAPORT  |  MONDAY, 11 SEP 2017
... Avenir chief investment officer Adrian Warner said the launch of the fund to retail investors was a major step in Avenir's plans to deliver "superior returns" to a wider group of investors. "Our investment philosophy and process is underpinned by our ...