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Showing 451 - 460 of 3622 results for "CORE"

My Dealer Services appoints head of strategy

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... advisers it equips and supports, it said. "Over the coming months, we will be reaching out to more advisers to share our core belief that self-licensing is nothing more than removing a layer to allow advisors and practices to run the business their way ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... Expand has seen some 94,000 client accounts transferred to the Expand platform. Insignia said the migration cost is one of the core reasons for reporting a loss in its FY24 results.

Hamilton Lane debuts private markets infra fund

JAMIE WILLIAMSON  |  THURSDAY, 10 OCT 2024
... liquidity in the form of monthly or quarterly redemptions," Hamilton Lane said. "The funds' diversified portfolios focus on core plus and value add infrastructure assets that share the traditional characteristics of infrastructure, including high barriers ...

MFF Capital Investments to acquire Montaka Global Investments

ANDREW MCKEAN  |  TUESDAY, 8 OCT 2024
... opportunities, including companies that have expanded into profitable adjacencies which enhance customer experiences and core businesses," MFF said. "In addition to portfolio management, MFF considers that Montaka Global's focus on unit trusts is sensible ...

QIC makes history with $900m sale

ELIZA BAVIN  |  TUESDAY, 8 OCT 2024
... time is right." Haben managing director and co-founder Ben Finger said the shopping centre was a significant asset offering core retail and mixed-use zoning in one of Sydney's fastest-growing areas. "This acquisition presents a strategic opportunity ...

Under the hood of a top global fundie

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
Investment management firm GQG Partners has achieved extraordinary success across its core strategies - global equity, international equity, emerging markets equity, and US equity. All these strategies belong to an exclusive club of long-only active ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... year-on-year increase rose 15 points and 11 points respectively. Overall, clients said their advisers add value in three core areas: helping build a realistic plan for a comfortable retirement, getting the most out of a financial situation, and reducing ...

PineBridge brings flagship lifecycle fund down under

MATTHEW WAI  |  MONDAY, 30 SEP 2024
... Global Focus Equity will strongly complement PineBridge's existing product range in Australia, appealing to investors' core global equity appetite via a differentiated lifecycle, high conviction approach, combined with disciplined benchmark aware ...

GQG breaches SEC whistleblower protection laws

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
GQG Partners was hit with a US$500,000 fine by the US Securities and Exchange Commission (SEC) for violating whistleblower protection laws via the use of non-disclosure agreements (NDAs). The watchdog found NDAs the fund manager entered with 12 potential ...