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Showing 31 - 40 of 169 results for "Stone"

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... but it is way behind the digital experiences we have come to expect from all areas of our lives. We're stuck in the stone ages and it's time we took advantage of technology to enhance the client experience." The new integration will power Lumiant's ...

Atlas Arteria stonewalls IFM

ANDREW MCKEAN  |  FRIDAY, 10 JUN 2022
The Boards of Atlas Arteria have denied IFM Investors access to non-public and confidential information about the company and its assets. IFM stated its intention for said information to help the investment manager decide whether to submit a non-binding ...

Gordon Brothers receives financing from CPP Investments

ELIZABETH MCARTHUR  |  FRIDAY, 22 APR 2022
... 2021. "This new investment marks an important milestone in Gordon Brothers' evolution and builds on our partnership with Stone Point Capital," Gordon Brothers chief executive Ken Frieze said. "We look forward to welcoming CPP Investments as we accelerate ...

Warakirri acquires stone fruit orchards

JAMIE WILLIAMSON  |  TUESDAY, 5 APR 2022
... Farmland Fund has made two foundation investments in orchards in Goulburn Valley and Cobram. The investments are part of a stone fruit category strategy with W. F. Montague Pty Ltd and will see the fund become one of the largest owners of modern, high-density ...

Most paraplanners will not become financial advisers

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... found that almost three quarters of paraplanners (72%) see their role as a career in the industry and not as a stepping stone to becoming an adviser and many say that they are content in their roles. In their inaugural Paraplanner Hub Survey, they suggest ...

Proposed reforms could simplify advice

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... whether the labels 'general advice' and 'personal advice' should remain as is, given that no blanket rule has been set in stone. Therefore, the ALRC is pushing for a replacement term that "corresponds intuitively with the substance of the definition". ...

Douugh rolls out robo-advice

ANNABELLE DICKSON  |  WEDNESDAY, 25 AUG 2021
... everyone regardless of where they start their wealth journey." Goodments by Douugh launched in Australia in June as a stepping stone before Douugh's banking app attempts to break into the local market. The Goodments by Douugh proposition in Australia ...

Stonehouse acquires risk advice firm

KARREN VERGARA  |  MONDAY, 28 JUN 2021
Stonehouse Financial Group has acquired the books of a long-serving risk adviser who will leave the industry to pursue other interests. Financial adviser Greg Owen has sold his practice GJO Financial Services for an undisclosed amount to Jeremy Chiel ...

Somers acquires 15% stake in Aura Group

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 MAY 2021
... deal flow and insights," Aura Group managing director Calvin Ng said. "The partnership also gives Aura Group a stepping stone into European capital markets. South East Asia is the fastest growing region in the world and is receiving growing interest ...

Mainstream obtains superior takeover offer

ANNABELLE DICKSON  |  TUESDAY, 13 APR 2021
... offerings in Australia and throughout the world and demonstrate great revenue growth potential," said SS&C chief executive Bill Stone. SS&C is a US-based global software and services provider for financial services and healthcare. The acquisition would ...