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Showing 1751 - 1760 of 18261 results for "Plan"

Three actively managed funds shutter

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
Three actively managed Australian share funds from BlackRock, Yarra Capital Management, and Platypus Asset Management have shuttered in recent weeks. The Platypus Systematic Growth Fund, which invests in up to 110 local equities, is shuttering after ...

ASIC updates breach reporting rules

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
ASIC is making changes to its reportable situations regime, which includes extending the reporting deadline for some breaches. Licensees will now have 90 days to submit a reportable situation instead of 30 days in situations that have "underlying circumstances ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
After two decades with the business, Insignia Financial chief executive Renato Mota will exit in February 2024. In an ASX announcement, Insignia said the decision was a mutual agreement between the business and Mota. It has already commenced the search ...

Hostplus-backed redevelopment secures $295m from ANZ

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2023
The Hamton-Hostplus consortium is set to take on the next stage of its $2 billion redevelopment of Moonee Valley Racecourse, having secured a $295 million loan from ANZ. Hostplus first partnered with private developer Hamton on the project in 2017 ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... Australians feel obligated to share their wealth with future generations, a mere one in 10 have prepared a comprehensive estate plan. Drawing on nationally representative data by research firm MYMAVINS, the report found that while many Australians intend ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
Launching in late October, Source Wealth will provide flexible, goals-based advice backed by technology. Source Wealth founder Michael Sauer brings nearly a decade of experience in financial services to the firm, having served at Tribeca Financial ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... Australian firm, as most of Mantis' fund manager partners are based offshore. "KeyInvest has a long history in Australia, and we plan to bring their investment bond offerings to a broader audience," he said. "In the last three decades, tax planning has ...

HUB24 launches investment options

KARREN VERGARA  |  TUESDAY, 17 OCT 2023
HUB24 is unveiling several enhancements to its platform, including the launch of new investment options targeting accumulators and retirees. HUB24 is launching a new investment option that targets advised clients with smaller amounts of investible assets ...

PSK acquires Perth-based advice group

CASSANDRA BALDINI  |  TUESDAY, 17 OCT 2023
PSK Private Wealth is expanding into Perth with the acquisition of Sage Financial Group. Sage has more than 30 years of history, founded by Peter Tucker and John O'Neill in 1989. Under the acquisition, all its team, comprised of 20 employees and ...

CBRE IM appoints APAC managing director

CASSANDRA BALDINI  |  MONDAY, 16 OCT 2023
CBRE Investment Management has appointed Evan Gallagher as the managing director of its Asia Pacific client solutions team. Gallagher, who is based in Sydney, will be responsible for leading client engagement activities with institutional and wealth ...