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Showing 3401 - 3410 of 18263 results for "Plan"

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 ...

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 ...

AMP flags recovery, profit jumps

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
... will operate as standalone, while the Global Equities and Fixed Income business was recently offloaded to Macquarie. "Our plan is to formally de-merge business in the first half 2022, but we have committed to operational separation by the end of this ...

Funds valued illiquid asset correctly: ASIC

KARREN VERGARA  |  WEDNESDAY, 11 AUG 2021
Corporate regulator ASIC stopped just short of praising fund managers on how they handled valuing illiquid assets at the height of COVID-19. ASIC found that the responsible entities of the funds were responsive to the increased valuation risks during ...

Profit boost for CBA, ups remediation bill

KARREN VERGARA  |  WEDNESDAY, 11 AUG 2021
Despite reporting a $1.4 billion profit boost, Commonwealth Bank's legacy financial advice business and legal troubles continue to eat away at the bottom line. In releasing its FY21 results this morning, CBA's provisional remediation bill owed ...

Delta to impact real estate market: Analysis

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
... up and live with COVID-19, and the final step arrives when more than 80% of the adult population is fully vaccinated. This plan essentially means that Australia, like many other countries, will live with COVID-19 and accept some level of the virus circulating ...

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
... divorce within a family. "It is important to consider family dynamics, the jurisdiction of the family members and succession plan for decision making," Morris said. He suggested that building a flexible trust structure that allows different views on ...

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 ...

Government passes continuous disclosure changes

KANIKA SOOD  |  TUESDAY, 10 AUG 2021
The government yesterday passed changes to Corporations Act that loosens disclosure requirements for companies, while also introducing legislation to make virtual AGMs permanent. Under the amendment, companies and directors will be liable for continuous ...

New retail investors go digital

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
... in cryptocurrency has continued to surge with 13% of online investors holding cryptocurrencies (up from 8%). A further 10% plan to start investing over the next year. "The rapid rise in novel cryptocurrencies like Dogecoin, which valuation surged from ...