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Showing 541 - 550 of 5820 results for "Solutions"

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
... Investco announced the establishment of a second Hubco, containing Select Advice Group and Newleaf Tailored Financial Solutions. Both practices will be acquired by Hubco2 as foundation practices. Investco said the structure provides a strong platform ...

FCA fines Neil Woodford, WIM $94m

KARREN VERGARA  |  WEDNESDAY, 6 AUG 2025
... Woodford Equity Income Fund (WEIF) faced a liquidity crunch in 2019 after investing in mostly illiquid assets. Link Fund Solutions, which is now under MUFG, was the fund manager of the WEIF. The value of the WEIF fell from a high of £10.1 billion ($20.7m) ...

CFS taps JPMAM for private equity push

KARREN VERGARA  |  WEDNESDAY, 6 AUG 2025
... philosophy. "We were particularly impressed by the depth of their private equity team, their commitment to delivering tailored solutions, and their ability to access and leverage the broader capabilities and relationships across the J.P. Morgan organisation," ...

Rest boosts impact, sustainability investments

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... said. "Through this commitment with Wollemi, our members will gain exposure to a strong pipeline of innovative climate solutions we expect will contribute to and benefit from decarbonisation." Rest head of Growth Alternatives Marina Pasika added the ...

HUB24 recruits Vanguard sales manager

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... HUB24 Group's relationships with asset managers, driving continued adoption of managed portfolios across its platform solutions, it said. Willis brings nearly three decades of experience across financial services, most recently as national sales manager ...

T. Rowe Price brings research equity strategy down under

MATTHEW WAI  |  WEDNESDAY, 30 JUL 2025
... "sector leadership changes" across different markets and has launched in both hedged and unhedged Australian Unit Trust solutions. T. Rowe Price head of Australia and New Zealand Darren Hall said Australian investors will now be able to leverage the ...

Pinnacle backs private markets managed accounts

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... FinCap's platform is designed to support a range of engagement models - spanning FinCap-branded offerings, white-label solutions, and bespoke implementations guided by research consultants and advisors. The new managed accounts platform builds on ...

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... development (62%) and meeting preparation (61%). Sixty-one percent of advisers currently use AI namely via third-party solutions for simple tasks. "AI has moved beyond the hype, advisers are engaging with it, and they're signalling what they want ...

MLC AM reduces MultiSeries management fees

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... delivering products that fit a range of client needs, ensuring investors can access high-quality, diversified investment solutions at a competitive price point that leverages our scale, while still maintaining active positions in the portfolio." The ...

Brighter Super awards $50m mandate

MATTHEW WAI  |  MONDAY, 28 JUL 2025
... invested in more than 85 local businesses, enabling exceptional founders to create over 1300 jobs building real-world solutions within a thriving, sustainable ecosystem," Rampa said. "Now, leveraging this capability and a dedicated local team, QIC is ...