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Showing 151 - 160 of 1896 results for "Raising"

Inflation weighing on next generation of retirees

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... adviser. "It's no surprise that Gen X, who are often stressed and time poor as they take care of elderly parents while raising children and navigating demanding jobs, are early adopters of digital advice," Watson said. "While this technology will help ...

Apex, ACA partner to broaden client services

ANDREW MCKEAN  |  FRIDAY, 14 JUN 2024
... registration, authorisation, and initial filing services in the US and UK, as well as compliance services and technology, capital raising, global custodial services, and managed services.

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
... cost-to-serve ratios. As a result, acquiring a client book with fees below the cost to serve is less attractive to buyers. Raising fees early in a new client relationship is challenging, making initial fee size a critical consideration."

Generation Development Group to take over Lonsec

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... scoop up an additional 61.9% stake in Lonsec valued at $197.4 million. About $155.4 million will be raised by an equity raising from a fully underwritten institutional placement and accelerated non-renounceable entitlement offer. In 2020, GDG paid about ...

UK forewarns Australia on wholesale test changes

KARREN VERGARA  |  THURSDAY, 23 MAY 2024
... impacts, particularly start-ups' inability to raise finance from small-scale investors. Australia's start-up community is raising similar alarm bells as the government touts overhauling wholesale investor tests that could result in channels of funding ...

Private markets demand cools: bfinance

KARREN VERGARA  |  TUESDAY, 21 MAY 2024
... subclasses of private equity and private debt, as well as infrastructure and real estate. While private equity capital raising declined during the quarter, it is by far the largest private market asset class, accounting for over two thirds of capital ...

Australian Unity appoints general manager of social infrastructure

ANDREW MCKEAN  |  MONDAY, 20 MAY 2024
... accommodation, specialist disability accommodation and childcare property. His responsibilities also encompass leading capital raising and corporate strategies, growing fund revenue streams, and overseeing capital deployment. A chartered accountant with ...

CFA Society Australia launches

ELIZA BAVIN  |  THURSDAY, 16 MAY 2024
... Society Australia has officially launched, with the aim to giving a stronger voice to Australian CFA charterholders while raising the recognition of the CFA credential in Australia. CFA Society Australia chief executive Lisa Carroll said the transition ...

Industry reacts to Federal Budget

ELIZA BAVIN  |  WEDNESDAY, 15 MAY 2024
... that advisers have been and will continue to pay. Much of these costs will inevitably be passed on to consumers, further raising the cost of professional financial advice that more Australians need more than ever," Abood said. "While there are some positives ...

Wholesale investor test reform has several ramifications: SIAA

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... to the appropriateness of the financial product," Huckel said. SIAA further highlighted implications for equity capital raising if the tests alter. Yesterday, the association drew up its submission to the inquiry and will shortly publish it once its ...