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Showing 391 - 400 of 2356 results for "Stage"

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... well as the children and/or grandchildren of the firm's accounting and financial services clients who are also not at the stage of seeking full-service financial advice. The firm's managing director Kristian Lunardello said the solution would enable ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... complexity around financial planning while enabling Spark advisers to visually demonstrate necessary cashflow levels at each life stage so clients can invest accordingly. Oko Platforms chief executive Tom Culver commented that the platform aggregates ...

RBA holds cash rate at 4.1%

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
... growth remains contained and that inflation has continued to fall," they said. "It would be fair to judge that, at this stage, the economy is tracking in what the governor has previously described as the narrow pathway to a soft landing," they added. ...

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
New data suggests that 38% of financial advisers are reporting higher practice profitability. According to Investment Trends' 2023 Adviser Business Model Report, the number of advisers has decreased, but on average those who are left, are servicing ...

Janus Henderson launches new fund

CASSANDRA BALDINI  |  TUESDAY, 5 SEP 2023
Janus Henderson has launched its Emerging Markets Equity Fund to local investors, the result of increased client demand. The fund provides exposure to countries and corporations at different stages of economic and political development, targeting a ...

Returns from agriculture a perfect storm of demographics, demand

ANDREW MCKEAN  |  FRIDAY, 1 SEP 2023
Demographic shifts, rising food demand, inflation hedging, and ongoing farm consolidation are revolutionising how the world produces food and invests in the agriculture sector. Speaking at the AIST ASI Conference this week, Warakirri Asset Management ...

The evolution of governance structures

CASSANDRA BALDINI  |  WEDNESDAY, 30 AUG 2023
... Additionally, addressing the potential of establishing offshore offices, Fisher noted that ART has not yet reached that stage. "It's something that we're always thinking about. It will really be a cost benefit decision and [whether it] is actually ...

Super funds taking on the climate crisis

ANDREW MCKEAN  |  WEDNESDAY, 30 AUG 2023
As stewards of future prosperity, superannuation funds are obligated to mitigate extreme climate impacts through rapid decarbonisation and drawdown permissions; a failure to act would squander a golden opportunity to spearhead the transition to a low ...

ART, AvSuper closer to merging

KARREN VERGARA  |  MONDAY, 28 AUG 2023
The merger between AvSuper and Australian Retirement Trust (ART) has advanced to the next stage as they have now entered a Heads of Agreement. The agreement confirms the intention of both parties to proceed with the merger in good faith, AvSuper told ...

Integro Private Wealth acquires Wealth Advantage

CHLOE WALKER  |  FRIDAY, 25 AUG 2023
... generation, but also the next." With this in mind, Gilmour said Integro has plans to expand its business further. "At this stage, we're focused on expanding within WA, to Geraldton and the Midwest," he said. "That'll be the next stage of growth ...