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Showing 41 - 50 of 978 results for "Notes"

Product showcase: Follow the leaders

STAFF WRITER  |  MONDAY, 9 MAR 2026
... with: an owner's mindset, frontline obsession and business insurgency," Ziller says. A fan of Zook's work, Ziller notes an example often cited by Zook, being MS Oberoi, founder of Oberoi Hotels. "He had a frontline obsession; well into his nineties ...

Product showcase: Strength amid noise

STAFF WRITER  |  FRIDAY, 20 FEB 2026
... clients - an institutional-grade private credit exposure historically accessible only to large global investors," Paton notes. "For many advisers, it sits between traditional fixed income and growth assets, offering income with materially lower volatility ...

HNWs, retirees key battlegrounds for platforms: SuitabilityHub

KARREN VERGARA  |  MONDAY, 16 FEB 2026
... scalability in client servicing," Peker said. North has introduced an AI note-taking assistant that generates structured file notes from client review meetings, while HUB24 launched the second generation of its capability, Engage, which turns reports ...

ASIC bans adviser who stole from super accounts

JAMIE WILLIAMSON  |  FRIDAY, 6 FEB 2026
... sticky-taped on the documents. The conduct impacted 12 clients and allegedly involved the creation of fictitious client file notes detailing conversations which purported to record some of his clients' consent to having the fees withdrawn. Valvo ...

New vertical integration model to sprout in 2026: Report

KARREN VERGARA  |  FRIDAY, 23 JAN 2026
... Predominantly starting as 'note-takers', these solutions all saw rapid growth. Solving the horrible job of doing file notes. Similar trends were seen in the medical and legal fields," the report said.

'Generous' UK State Pension reforms to hit expats

KARREN VERGARA  |  FRIDAY, 16 JAN 2026
... contributions you've made. So, nothing you hold in Australia - including super - affects the amount you get," he said. He notes that the UK State Pension is not tied to a profession as clients affected come from different industries. Rather, the ...

FEATURE | Recruitment: Laying foundations

RIDDHIMA TALWANI  |  MONDAY, 5 JAN 2026
... Retirement Trust (ART) to an array of bigger funds eating up smaller ones. Willis Towers Watson's Super Industry 2025 report notes APRA's regulation of super funds will continue to intensify. The report highlights that while mergers continue ...

FEATURE: Private credit | At the precipice

GLENDA KORPORAAL  |  FRIDAY, 12 DEC 2025
... Triple C rated assets, that is the expectation. They are high risk assets, so you want to be generating high spreads," she notes, adding that stress will be sporadic and sector-specific, particularly affecting retail. Rather than focusing on the US market ...

VanEck launches fixed-rate subordinated debt ETF

RIDDHIMA TALWANI  |  MONDAY, 8 DEC 2025
... interest rate environment of 2019, most issuance was floating. As a result, the index SUBD tracked only included floating-rate notes. "However, as the interest rate environment normalised, investor demand shifted toward fixed-rate issuance, prompting ...

Brookfield, GIC chase $4bn acquisition

ELIZA BAVIN  |  FRIDAY, 28 NOV 2025
... into a SIA on terms consistent with the indicative proposal by no later than 7 December 2025," NSR said. "The NSR board notes there is no certainty that a binding SIA will be agreed or that the potential transaction will proceed." NSR has appointed Citigroup ...