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| | | ... US$108 billion in alternative credit assets globally. T. Rowe Price acquired OHA in December 2021 to accelerate its expansion into alternative markets. |
| | | | ... one third said they also want better system integration. "Advisers are also looking to reinvest their efficiency gains back into their businesses and clients. Beyond serving more clients, they say greater capacity would allow them to refine their business ... |
| | | | ... shareholders." The final binding proposal is subject to multiple factors including satisfactory completion of due diligence, entry into a scheme implementation agreement, regulatory approvals, final approvals from the Qube board and Macquarie, no material ... |
| | | | ... accountants, lawyers, trust and company service providers, conveyancers and dealers in precious metals and stones, will fall into the updated AML/CTF regime, while existing reporting entities will commence reporting to the new regime on 31 March 2026. ... |
| | | | ... the UK financial markets regulator, as a priority for the last four years, has tried to urge people to move out of cash and into investment markets. Every year, the FCA publishes a metrics on how it is tracking and it appears to be getting worse, he ... |
| | | | ... failed to respond appropriately where a representative was receiving conflicted payments or to the significant inflows going into Shield and First Guardian, and did not respond adequately to client complaints. In announcing it would defend the proceedings ... |
| | | | ... retire earlier, as they'll only receive the Age Pension from 67. But many are struggling with insecure work and dipping into their super just to make ends meet." |
| | | | The financial advice profession is helping solve the talent shortage by tapping into the offshoring workforce, offering pathways to education and training, according to Financial Advice Association Australia (FAAA). At the annual Congress in Perth ... |
| | | | ... occurs. "I think over the recent years, there's been a range of factors that have been a disincentive for advisers to break into the risk space," Anderson said. "The Life Insurance Framework (LIF) reform and the Relationship Authorisation Manager (RAM) ... |
| | | | ... the AML/CTF regime will impact financial advisers and licensees. According to AUSTRAC, the new laws expand its regulation into new industries that are recognised domestically and globally as "high-risk for criminal exploitation." "Next year is going ... |
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