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Showing 511 - 520 of 11676 results for "Make"

CFS prices advice practice valuation gap at $1.1m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
... business, thorough documentation, comprehensive standard operating procedures and an effective workflow management system make it much easier to transition the business to a new owner," West said. CFS group executive for distribution Bryce Quirk commented ...

Trump signs order to open 401(k)s to private markets

JAMIE WILLIAMSON  |  FRIDAY, 8 AUG 2025
... in defined contribution plans, US$8.7 trillion of which is in 401(k) plans. The executive order comes as Trump attempts to make the US the crypto capital of the world. In May, the administration rescinded Department of Labor guidance issued in 2022 by ...

MLC adds term deposits, ETFs to Expand

MATTHEW WAI  |  FRIDAY, 8 AUG 2025
MLC Expand has launched its new Essential+ investment menu, offering access to term deposits and exchange traded funds (ETFs) from a range of Australian financial institutions. The Essential+ menu complements the existing suite of MLC managed funds ...

Chalmers calls for solutions, not problems

ELIZA BAVIN  |  FRIDAY, 8 AUG 2025
... demand for care and support services, and increased geopolitical risk and fragmentation. "Slow productivity growth would make it more difficult to maintain a sustainable budget position into the future."

Treasury launches retirement phase consultations

KARREN VERGARA  |  FRIDAY, 8 AUG 2025
... and exceptional service. "Hardworking Australians want retirement to be simple, easy and flexible. They want to be able to make the most of their super in retirement - and have access to information and support to choose the best retirement product for ...

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
The joint venture between WT Financial (WTL) and Merchant Wealth - Investco - has announced a fresh acquisition and the establishment of its second "Hubco". Titan Advice Group (TAG) - which was formed as the first Hubco in April - has announced the ...

Australian Ethical lifts investment fees

ELIZA BAVIN  |  WEDNESDAY, 6 AUG 2025
... compared to listed assets and therefore provide a compelling investment opportunity." The super fund said while it continues to make private market investments, it is conscious of the overall costs incurred to deliver investment returns and it has incorporated ...

FCA fines Neil Woodford, WIM $94m

KARREN VERGARA  |  WEDNESDAY, 6 AUG 2025
... had any role in managing the liquidity of the fund. The very minimum investors should expect is those managing their money make sensible decisions and take their senior role seriously," FCA joint executive director of enforcement and market oversight ...

Pinnacle FUM soars, highlights 'tumultuous' year

ELIZA BAVIN  |  WEDNESDAY, 6 AUG 2025
... countries, more often". "We have invested in our distribution and infrastructure capabilities meaningfully to allow us to make this broader range of strategies and products available to a wider range of clients and geographies," Macoun said. "We remain ...

PC recommends switch to digital financial reporting

ELIZA BAVIN  |  WEDNESDAY, 6 AUG 2025
... financial reports expensive, time consuming and more prone to error. The report recommended that the Australian Government make digital financial reporting mandatory for disclosing entities. "The data in these reports informs countless financial decisions ...