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Showing 61 - 70 of 486 results for "Centric"

Kidmans acquires wealth advisory firm

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
... firms that include Unite Advisory (69%), Accurium Holdings (85%), and Evolution Advisers (85%). Count acquired Solutions Centric, a company that provides offshore SMSF services out of India, in February. It also purchased the accounting book of Melbourne-based ...

Bitcoin ETF price war: VanEck, Monochrome cut costs

ANDREW MCKEAN  |  FRIDAY, 12 JUL 2024
... as the first and only Bitcoin ETF in Australia licenced under a retail crypto asset AFSL authorisation. "These crypto-centric investor protection rules were put in place to safeguarding investors from the nuances of crypto asset investments. This distinction ...

Most in-demand skills for financial services workers

ELIZA BAVIN  |  WEDNESDAY, 12 JUN 2024
... expertise in digital marketing, data analytics, and emerging technologies such as AI. "Organisations with refocused customer-centric strategies will continue prioritising customer experience initiatives, requiring marketers to leverage data-driven insights ...

Future Fund, QIC finalise new deal

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... footprint, deep sector knowledge and relationships, and local on the ground presence, coupled with our thematic sector centric approach position us well and enable us to identify opportunities and proactively unlock them quickly. "We are looking forward ...

Employees will quit on full return-to-office orders: Survey

KARREN VERGARA  |  TUESDAY, 28 MAY 2024
... the workforce will fully return to the office by 2026. "This sentiment underscores the persistence of traditional office-centric thinking among CEOs. It comes against a backdrop of the debate surrounding hybrid working, which has had a largely positive ...

Pinnacle backs fledgling UK boutique

KARREN VERGARA  |  FRIDAY, 3 MAY 2024
... investors across the world are choosing Pinnacle as their partner of choice to establish, support, and grow quality client-centric funds management businesses." Pinnacle confirmed it will take a minority stake in the new affiliate but did not disclose ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report. "Overcoming these challenges is vital if wealth managers are to create value for clients, stakeholders ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... "That means we need to continue to develop a platform and digital experiences that go beyond the traditional investment-centric and goals-based planning experiences and look for ways we can improve a client's overall wellbeing. Designing compelling ...

Count completes Solutions Centric deal, reconsiders another

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2024
Count has finalised the acquisition of Solutions Centric, but flagged another of its recently announced deals isn't going to plan. The group's acquisition of 51% of Solutions Centric was effective on Friday, April 5. It first announced the deal on February ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... This year, former AMP Financial Planning licensee Tailored Lifetime Solutions joined Count. Count also acquired Solutions Centric, an Australian company that provides offshore accounting, tax, and SMSF services from India, and finalised its acquisition ...