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Showing 691 - 700 of 7574 results for "Deal"

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
... assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final payment, capped at $70,000, is payable in 12 months ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
The SMSF Association is urging the wealth management sector to embrace learning opportunities at this year's National Conference, particularly as major reforms such as the $3 million superannuation tax changes loom. The SMSFA will host its flagship ...

Westpac loses Ausgrid rate swap case

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
... proceedings against Westpac for insider trading, unconscionable conduct, and breaches of its obligations as an AFSL. With the deal between the state government and the consortium signed at 7am, ASIC alleged Westpac knew by 8.30am - or believed - that ...

GCI welcomes investment director

CHLOE WALKER  |  THURSDAY, 1 FEB 2024
... role, reporting to GCI managing director David Stone, Grajczyk will play a key role in spearheading risk analysis, overseeing deal execution, and driving growth and uptake of the real estate strategy. Prior to GCI, Grajczyk spent two years at Melbourne-based ...

Bragg outraged over super fund payments to unions

ANDREW MCKEAN  |  WEDNESDAY, 31 JAN 2024
Senator Andrew Bragg has slammed industry super funds, accusing them of channelling $40 million to unions and Industry Super Australia (ISA). Scrutinising mandatory disclosures, Bragg pointed out that AustralianSuper, Cbus, HESTA, Hostplus, TWUSUPER ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... research, and wholesale broking services, has signed a Memorandum of Understanding (MOU) with the global wealth manager. The deal includes JPMAM offering CIP insights and thought leadership, which it said CIP can leverage for its advisers. Conversely ...

Commerzbank acquires Aquila Capital

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2024
... energy-focused manager, while the remaining stake stays with Aquila's parent company, Aquila Group. Aquila Capital said the deal is aimed at accelerating its operations and growing and developing the company into one of Europe's leading sustainable managers. ...

Perpetual Corporate Trust adds staff

ELIZABETH FRY  |  MONDAY, 22 JAN 2024
... expertise in debt markets," Before her time with Perpetual, she spent four years at J.P. Morgan as a transaction manager - deal execution and a brief stint at the Bank of New York Mellon. "So excited to be taking on this new role, grateful for the support ...

Mercer Super loses state leaders

ELIZABETH FRY  |  FRIDAY, 19 JAN 2024
... previous role as state leader meant spending a large portion of his time with clients, and he sees a role where he continues to deal with large employers or possibly in the retirement space, as a logical next step. "I really enjoy time working with clients ...

Finnfund names chief investment officer

CHLOE WALKER  |  WEDNESDAY, 17 JAN 2024
Hanna Loikkanen will become chief investment officer of Finland's state-owned development financier and impact investor. Loikkanen, a seasoned financial services executive with over 30 years of experience, has been on the fund's board since May 2020. ...