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Showing 401 - 410 of 1711 results for "Evolv"

Federation AM acquires Homesafe

ELIZA BAVIN  |  MONDAY, 15 JUL 2024
Federation Asset Management has acquired Homesafe Solutions, aiming to drive innovation and expansion in the equity release market. Homesafe Solutions was established in 2005 by Peter Szabo and is the provider of Homesafe Wealth Release. Federation ...

Bitcoin ETF price war: VanEck, Monochrome cut costs

ANDREW MCKEAN  |  FRIDAY, 12 JUL 2024
VanEck has cut the management fee for its Bitcoin ETF (ASX: VBTC) to 0.49% per annum, just days after Monochrome Asset Management made a change. The ETF provider said the decision followed more than $18 million flowing into the fund since its launch ...

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
The Investment Trends Adviser Technology Needs Report found financial advisers are showing a strong demand for better technology integration as they look to consolidate their tech stacks. Interestingly, the survey found the adoption of artificial intelligence ...

Colonial First State reports strong super returns

ANDREW MCKEAN  |  THURSDAY, 4 JUL 2024
Colonial First State (CFS) has posted double digit returns for its MySuper balanced and growth funds during FY24. CFS's FirstChoice Employer Super balanced fund (MySuper Lifestage 1965-69) achieved a 12.1% return, while its FirstChoice Employer Super ...

BlackRock acquires Preqin in $4.8bn deal

ELIZA BAVIN  |  MONDAY, 1 JUL 2024
BlackRock has agreed to acquire Preqin for £2.55 billion or approximately US$3.2 billion ($4.8 billion) in cash. BlackRock said bringing together Preqin's data and research tools with Aladdin's complementary workflow capabilities in a unified platform ...

New boutique launches private debt fund

ELIZA BAVIN  |  MONDAY, 1 JUL 2024
Nero Private - a newly established boutique non-bank credit firm - has launched its first private debt fund, aimed at supporting Australian small and medium-sized enterprises (SMEs) while offering investors stable returns. Nero Private invests in credit-vetted ...

Unprecedented vulnerabilities in financial services: KPMG

ANDREW MCKEAN  |  THURSDAY, 27 JUN 2024
KPMG specialists say disruptive technologies, particularly generative AI, and the imperative to automate, are exposing financial services executives to unprecedented vulnerabilities. In Australia, KPMG partner Matt O'Keefe noted that heightened customer ...

New inspector-general of taxation appointed

ELIZA BAVIN  |  MONDAY, 24 JUN 2024
The Albanese Government has appointed Ruth Owen as the new inspector-general of taxation (IGT) for a five-year period commencing on 15 July 2024. Owen brings a wealth of experience in tax, public sector reform, complaints management and dispute resolution ...

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
Genium Investment Partners won a mandate to provide investment consultancy services to a family-owned wealth advisory firm. Located in Manly, New South Wales, Peer Wealth offers financial and insurance advice, accounting, and mortgage broking services. ...

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
New research from Allianz Retire+ has shown that Australia's ageing population is rapidly shifting its retirement planning focus to income rather than accumulation. The white paper suggested this change has seen financial advisers refining their advice ...