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Showing 481 - 490 of 3206 results for "CHOICE"

Fiducian sees record inflows, eyes expansion

JAMIE WILLIAMSON  |  TUESDAY, 16 AUG 2022
... recent share market declines and acquisition of client bases. Fiducian acquired the financial planning arm of People's Choice Credit Union, adding $1.1 billion at the time. Fiducian said it also acquired additional FUA of $70 million. "Management and ...

Practifi launches deal management app

ANDREW MCKEAN  |  TUESDAY, 16 AUG 2022
... flawless precision." "From the first step of a transaction to successful acquisition, firms seeking to be the buyer of choice in the mergers and acquisition market understand that they need to be seen as capable of seamless full integration. "Our new ...

MSC Trustees adds to board

JAMIE WILLIAMSON  |  MONDAY, 15 AUG 2022
... "Steve O'Connell has been such a great contributor on our trustee compliance committee since incorporation and was a natural choice for expansion of our trustee board. He knows our business well and brings so much experience from a larger variety of ...

US inflation drops to 8.5%

CASSANDRA BALDINI  |  THURSDAY, 11 AUG 2022
... inflation is moving in the right direction, he said. "After digesting all these forces at play, we believe that the Fed has no choice but to remain resolute in its approach to bringing down inflation by continuing on its implied rate hike trajectory ...

Aussie crypto investors bullish despite market volatility

CHLOE WALKER  |  THURSDAY, 11 AUG 2022
... into the Australian market offers a key point of differentiation for investors. "Our aim is to be the long-term partner of choice for Australian retail investors," Horton said. "We see a huge opportunity in Australia to offer investors an all-in-one ...

What the QAR should focus on: MLC Life

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
... cases can take up to 15. In terms of what it's hoping to see come out of the review, MLC Life said there should be consumer choice in how to pay for advice. "To have a sustainable advice sector, commissions must continue to remain an option that supports ...

APRA releases annual corporate plan

CASSANDRA BALDINI  |  MONDAY, 8 AUG 2022
... performance by intensifying pressure on trustees to cease offering high-fee, poor performing products, and scrutinising Choice products. It aims to do this with the Your Future, Your Super performance test and continuing to publish its MySuper and Choice ...

Australian Eagle team to join Montgomery IM

JAMIE WILLIAMSON  |  MONDAY, 8 AUG 2022
The team at Australian Eagle Asset Management will join Montgomery Investment Management as part of a new partnership next month. The six-person team, led by chief investment officer Sean Sequeira and senior portfolio manager Alan Kwan, will join under ...

Initial review of RIC strategies underway

JAMIE WILLIAMSON  |  THURSDAY, 4 AUG 2022
... be allowed to accept any new members until their underperformance is addressed. And while the expansion of the test to Choice products has been put on hold, APRA will release its second Choice heatmap this year, with Cole saying that about half of the ...

Insignia Financial, Personetics partnership

CASSANDRA BALDINI  |  THURSDAY, 4 AUG 2022
... alternatives, and we remain committed to supporting advisers and their clients by providing unmatched technologies and choice," he said. "Our ClientFirst approach is the perspective of our business by the client from the outside-in. ClientFirst has enabled ...