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Showing 681 - 690 of 18240 results for "Plan"

En garde: New fund eyes Vanguard, Betashares' turf

ANDREW MCKEAN  |  THURSDAY, 19 JUN 2025
... thanks largely to their flagship core, low-cost equity exposures. However, Financial Standard understands that Global X may plan to challenge the incumbents where they're arguably strongest. Clues to Global X's intentions lie in an Australian Business ...

DomaCom Fund names new RE

KARREN VERGARA  |  THURSDAY, 19 JUN 2025
The DomaCom Fund has appointed Assetora as its new responsible entity (RE), replacing Melbourne Securities Corporation (MSC). DomaCom Fund unitholders voted in favour of Assetora becoming the new RE with a 56% support rate as opposed to appointing BrickX ...

Increased local, international demand drives practice valuations

MATTHEW WAI  |  WEDNESDAY, 18 JUN 2025
The price multiples for financial planning practices have risen as much as 30% in the past 12 months, analysis shows. According to the annual Radar Results Price Guide, there has been a notable increase in price multiples for practices, rising between ...

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have ...

Royal London Asset Management plants flag in Australia

ANDREW MCKEAN  |  MONDAY, 16 JUN 2025
... forums, and contribute to long-term business planning. Royal London Asset Management said it's executing a multi-year growth plan by broadening its investment proposition and expanding its client base in the UK and select international markets. Australia ...

ASIC takes action on Australian Fiduciaries

KARREN VERGARA  |  MONDAY, 16 JUN 2025
... ASIC continues its investigation. Australian Fiduciaries failed to lodge audited financial statements or audited compliance plan reports for its registered managed investment schemes for the 2024 financial year and for the first half of FY25. ASIC understands ...

Msquared Capital secures $150m warehouse facility with Australian bank

ANDREW MCKEAN  |  FRIDAY, 13 JUN 2025
Private credit manager Msquared Capital has established its inaugural $150 million warehouse facility in partnership with "a leading Australian bank." Msquared said that the partnership marked a significant step in the firm's evolution, positioning ...

Investors face headwinds in integrating physical climate risks

JAMIE WILLIAMSON  |  FRIDAY, 13 JUN 2025
... they face, drawing on the experiences of five investors - CPP Investments, GIC, NZ Super Fund, Healthcare of Ontario Pension Plan, and Norges Bank Investment Management. It found the primary challenge in integrating risk into investment decisions is ...

Super tax requires a 'holistic' review: ASA

MATTHEW WAI  |  FRIDAY, 13 JUN 2025
The Australian Shareholders' Association (ASA) is urging the federal government to reconsider the proposed terms on the Division 296 superannuation tax. The super tax has received mixed opinions since its announcement, but the Labor government has insisted ...

BFA Global heads offshore

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
Private assets investment manager BFA Global Investors is expanding into Singapore as the firm looks to capitalise on growing institutional demand across Asia-Pacific markets. The move marks a significant milestone for the investment manager led by ...