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Showing 1961 - 1970 of 8609 results for "DIF"

Record low CFA pass rate

ELIZABETH MCARTHUR  |  FRIDAY, 13 AUG 2021
The pass rate for the latest Chartered Financial Analyst exam hit a record low, with some theorising that the pandemic interfered with preparation. After news that level one candidates suffered a dismal pass rate of 25% for the May exam, level two and ...

Perpetual acquires advice firm

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
Perpetual Private has acquired a boutique financial advice firm with over 1000 clients and $915 million of assets. Established in 2015, Jacaranda Financial Planning caters to the high-net-worth market with a team of nine advisers based in Sydney and ...

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
The wealthiest families in the world have mastered the art of asset protection through generations, even in the face of unpredictable and unprecedented events like the current pandemic. This was the consensus during a recent panel discussion on integrated ...

ROAR launches interactive SOA tool

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
Financial planning technology firm ROAR Software has launched a Statement of Advice solution that comes with a human avatar. DynamicDocs, launched in partnership with customer engagement video software platform HumanableCX, converts Word-based SOAs ...

Super ASX dominance trends down: Research

JAMIE WILLIAMSON  |  TUESDAY, 10 AUG 2021
Despite being among the prime targets of the government's recently launched inquiry into common ownership, new analysis from Rainmaker Information finds the share of the ASX held by superannuation funds is actually falling. In 2019, Rainmaker predicted ...

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
BT's $169 billion platform, the largest in the country, was down all last week - leaving advisers frustrated and clients unable to move money. Disruption to BT Panorama started on Monday August 2 and full service was not restored until Sunday August ...

Active Super rejigs MySuper

KANIKA SOOD  |  MONDAY, 9 AUG 2021
Active Super has changed the structure of its lifecycle MySuper product to derisk members slower than before, while also renaming two Choice options. Active Super's lifecyle MySuper product currently divides members into four stages: High Growth ...

Custody assets reach new heights

ANNABELLE DICKSON  |  FRIDAY, 6 AUG 2021
Assets under custody rose 11% to a record $4.4 trillion in the six months to 30 June 2021 on the back of valuations, new research from the Australian Custodial Services Association (ACSA) shows. J.P. Morgan came in first having grown 9.8% to $1,068.3 ...

Former QIC managing director joins Northleaf

JAMIE WILLIAMSON  |  THURSDAY, 5 AUG 2021
The former managing director of business development at QIC is taking on a new role with private markets investment firm Northleaf Capital Partners. Chris O'Connor has joined Northleaf as managing director, business development for Australia and New ...

Australia's first Filecoin fund launches

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
Holon Global Investments has launched the Holon Wholesale Filecoin Fund, allowing investors exposure to a different kind of digital asset. The fund is seeking to raise $25 million over three months and will not charge a management fee. Filecoin was ...