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Showing 21 - 30 of 563 results for "Latter"

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... management, strategy, grant-making, and governance." In early 2025, Perpetual terminated an agreement with KKR in which the latter would acquire the wealth management and corporate trust businesses. This would have led to massive tax implications for ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
... comparison between average firms and AdviceTech Stars (firms that are more technologically advanced) and found that the latter engaged with more third-party support in a few areas. Over half AdviceTech Stars (51%) outsource for support/help desk services ...

Shield, First Guardian fallout calls for tougher scrutiny on research houses, licensee governance

MATTHEW WAI  |  FRIDAY, 24 OCT 2025
... moving forward: partnering with organisations that can support strengthening these frameworks, or doing it themselves. The latter could be "unrealistic" given the capital intensity of conducting auditing and review processes. "If you're a relatively ...

Super funds raise stakes in US investments to US$1.44tn

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... investments and collaborative initiatives." The US recently secured expanded access for US beef in Australia, with the latter lifting its biosecurity restrictions on these imports.

Equip Super rejigs insurance fees, policy terms

KARREN VERGARA  |  WEDNESDAY, 3 SEP 2025
... than 145,000 members at the end of March. In May, Equip Super and TelstraSuper failed in their bids to merge, with the latter saying it was unlikely to achieve its objectives. TelstraSuper decided to terminate the Heads of Agreement the two funds signed ...

Montgomery to distribute digital assets fund

JAMIE WILLIAMSON  |  WEDNESDAY, 27 AUG 2025
Montgomery Investment Management is partnering with Digital Asset Funds Management (DAFM) to distribute the latter's fund to wholesale investors. DAFM is a Sydney-based investment boutique and runs the Digital Income Fund. The strategy offers two investment ...

Euroz Hartleys in 'early stage' talks with big investor

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
Euroz Hartleys Group confirmed it is in the "early stages" of discussions with the Bank of Montreal (BMO) for the latter to potentially make a strategic stake in the Perth-based financial services company. Addressing an AFR article published on August ...

Most traded stocks in the first half of the year revealed

MATTHEW WAI  |  THURSDAY, 10 JUL 2025
... handful of blue chips and a broad range of exchange traded funds to build clients' portfolios in the first half of 2025. The latter included Australian stock indexes, US and European indices as well as fixed income ETFs." Advised investors also traded ...

TA Associates invests in Viridian Financial Group

KARREN VERGARA  |  MONDAY, 30 JUN 2025
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth. Viridian chair James Joughin said: "By combining the strengths of both companies, the Viridian board anticipates ...

InvestSMART names chief operating officer

ELIZA BAVIN  |  THURSDAY, 26 JUN 2025
... clients have their funds managed within three Rask investment portfolios through InvestSMART's managed accounts. The latter provides its back-end administrative, compliance, and technological platform.