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Showing 4611 - 4620 of 18263 results for "Plan"

COVID-19 clogs custody mandate pipeline

ELIZABETH MCARTHUR  |  FRIDAY, 24 APR 2020
... 1 May 2020. Xplore currently uses multiple custodians and the switch to J.P. Morgan is part of its One Platform strategic plan. The platform said its decision to delay the deal with J.P. Morgan was down to market volatility. However, work from home protocols ...

Morningstar acquires global ESG ratings house

ALLY SELBY  |  FRIDAY, 24 APR 2020
... solutions. The data and insights will be available to individual investors, advisers, private equity firms, investment managers, plan sponsors, and credit issuers, it said. Sustainalytics chief executive Michael Jantzi said the acquisition would amplify ...

ASX ups capital raise capacity

ELIZA BAVIN  |  FRIDAY, 24 APR 2020
... conditional on entities either doing a follow-on accelerated pro rata entitlement offer or a placement followed by a share purchase plan (SPP) offer at the same or a lower price than the placement. "This is so that retail shareholders get to participate ...

Chief economist update: Turns out Brexit was heaven

BENJAMIN ONG  |  FRIDAY, 24 APR 2020
Bad timing it may be but, it is what it is. The coronavirus pandemic struck just when the dark clouds of Brexit uncertainty lifted over the United Kingdom. For the best part of three years, Brexit was on every Brits mind - dampening business investment ...

Compliance worse than COVID-19

ALLY SELBY  |  THURSDAY, 23 APR 2020
Regulatory and compliance burden is a bigger challenge and disruption for financial advisers than COVID-19, the global pandemic that has ripped both economies and lives to shreds. In an interview with Financial Standard, Investment Trends research director ...

Please be aware of the nearest exit

ELIZA BAVIN  |  THURSDAY, 23 APR 2020
... the impact stemming from COVID-19." For business seeking external financing or support, formalising a recovery-led business plan is an important way for business owners to demonstrate funding and strategy options, according to Gammel. He said a single ...

Has COVID-19 solved the advice problem?

HARRISON WORLEY  |  THURSDAY, 23 APR 2020
With robo-advice yet to take off in Australia, and the cost of advice still too high for most people, has COVID-19 delivered the solution to the sector's problems on a silver platter? Shadforth's Terry Dillion certainly thinks so. Speaking to Financial ...

Boutique launches new Aussie equities fund

KANIKA SOOD  |  THURSDAY, 23 APR 2020
COVID-19 shut downs and volatility are not holding back a Sydney-based boutique's plans to launch a new fund. Contact Asset Management tested its new small/mid cap fund via a paper portfolio for 18 months, before hitting launch in mid-March. The ...

SMSF auditors come under fire

ALLY SELBY  |  THURSDAY, 23 APR 2020
The corporate watchdog has disqualified, suspended and added additional conditions to six different self-managed super fund auditors as it works to ensure the industry meets competency and expertise standards. Auditors from around the country suffered ...

Credit value exists in emerging markets

ALLY SELBY  |  WEDNESDAY, 22 APR 2020
Despite the havoc wrung on emerging markets (EM) by both COVID-19 and now the oil crash, a global fixed interest investment manager still sees value in the higher quality part of the market. Western Asset Management said the double-barreled shocks of ...