Search Results | Showing 31 - 40 of 989 results for "Notes" |
| | | ... process by having the legals and all that done up front, so it becomes more an investment decision," he says. Marshall also notes a significant shift in co-investment activity east and north to the large sovereign wealth funds in the Middle East and ... |
| | | | ... education and industry engagement, while fees apply to entity specific services as licensing and relief applications. ASIC also notes it has simplified its CRIS webpages to make estimated costs and levy information easier for industry participants to ... |
| | | | KKR has provided Ampol with $400 million in funding through a subordinated notes facility, to help the energy retailer with its refinancing initiatives. The transaction was supported by KKR's private credit and insurance platforms. KKR partner and ... |
| | | | ... cost of outstanding complaints to be picked up by other innocent operators in the profession through the CSLR," he said. He notes reforms to Australia's insolvency regime should make phoenix activity more difficult and give liquidators stronger powers ... |
| | | | ... practice. Overall, 85% say AI can free up more time to spend with clients, while 74% are using it to write emails, take meeting notes and distribute educational materials. However, 65% said integrating AI into existing workflows has been more challenging ... |
| | | | ... workers paying an extra 0.5 percentage points in fees each year can cost $77,000 by the time they reach retirement, Vanguard notes, calculating this to be equivalent to 12.5% of their total balance. The modelling compared two hypothetical MySuper scenarios ... |
| | | | ... According to ASIC, Newbound was found to have forged client signatures on service agreements and provided inaccurate file notes to "justify charging ongoing service fees" on at least three occasions. As a result, ASIC determined Newbound is not a fit ... |
| | | | ... of bias." Additionally, he highlighted the importance of providing additional information, including documents like file notes, in a complaint process. Although many advisers are reluctant to share them as they are sometimes not receivable or recorded ... |
| | | | ... in Infocus Wealth Management (Infocus). The financial terms and percentage holding remain undisclosed. Scarcity Partners notes the deal reflects growing demand for strategic capital among advice businesses as advisers contend with rising compliance obligations ... |
| | | | ... are the same is not correct." While the US private credit players loan to corporate balance sheets for expansion, Lockhart notes most of Australia's private credit is backed by hard real estate assets. Real estate private credit manager MaxCap's ... |
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