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Showing 781 - 790 of 14210 results for "Interest"

Outlook favourable for practice valuations: Guide

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2025
... of the client's lifetime value with the practice, propensity to purchase additional services and somewhat the level of interest they would provide to the adviser. Now the fees clients pay is far more important than it has been historically," Centurion ...

CSC-backed fund manager to launch in Netherlands

ELIZA BAVIN  |  FRIDAY, 28 FEB 2025
... Fund, will own a significant minority share, while Verberk and other key investment professionals will hold a majority interest in the new entity. Subject to regulatory approval from the Dutch Authority for the Financial Markets (AFM) the new fixed income ...

Perpetual profits dented after KKR deal goes up in smoke

ANDREW MCKEAN  |  THURSDAY, 27 FEB 2025
... revenues. In corporate trust, we continued to see consistent growth across all segments and products, in addition to growing interest..." Perpetual also announced that its simplification program, which is aimed to deliver a "simplified, focused asset ...

'Less revenue for us': AustralianSuper on closing multiple accounts

ELIZA BAVIN  |  THURSDAY, 27 FEB 2025
Fronting the Senate Economics Committee, the Australian Securities and Investments Commission (ASIC) confirmed internal communications between staff at AustralianSuper played a significant role in shaping its case against the super fund. Senator Andrew ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
Nearly one third of financial advisers are currently using artificial intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing ...

NGS Super shutters direct investment option

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... that mature after the closure, the fund is working with OneVue to determine when they will be sold and the impact on the interest payable. "We understand that for some members, direct investing is an important part of their investment strategy. We'll ...

ASIC turns up the heat on private markets

KARREN VERGARA  |  WEDNESDAY, 26 FEB 2025
... surrounding private credit. The approaches taken by firms around treatment of upfront fees, management of conflicts of interest and valuation practices will continue to come under scrutiny both by regulators, media, and other investors in the fund."

Selfwealth to proceed with Svava proposal

MATTHEW WAI  |  WEDNESDAY, 26 FEB 2025
... counterproposal was made with consideration to our assessed valuation of Selfwealth, the risks associated with an anticipated lower interest rate cycle, current market conditions and the competitive landscape," BFG said in a statement, adding that it ...

Technology optimises family office performance: KPMG

KARREN VERGARA  |  WEDNESDAY, 26 FEB 2025
... be nuanced. Privately held illiquid positions such as limited partners' interests in private equity or the carried interest of general partners are some examples. Nearly half (45%) of family offices are considering generative artificial intelligence ...

Macquarie shutters 30-year-old fund

MATTHEW WAI  |  TUESDAY, 25 FEB 2025
... value of about $10.9 million as of January 31. The fund provided exposure to a diversified portfolio of cash and fixed interest, with limited exposure to growth assets and aimed to outperform the Morningstar AUS Mod Tgt Alloc NR Australian dollar index. ...