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Showing 61 - 70 of 1626 results for "accounting"

Netwealth relaunches Wealth Accelerator

JAMIE WILLIAMSON  |  FRIDAY, 30 JUN 2023
... enhanced tax reporting capabilities simplify end-of-year reporting for financial advisers, helping them meet regulatory, accounting, and tax obligations. "Additionally, our feature-rich online portfolio management tools empower advisers to efficiently ...

Family office manager names first chief executive

CHLOE WALKER  |  WEDNESDAY, 28 JUN 2023
... our plans for strategic growth are to expand that service offering in investment management to financial planning and accounting firms and partnering with them to look after the investment needs of their ultra-high net worth client segments." While the ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... and rebrand as Count Adelaide in July. The two firms, which already existed in the Count network, will join to offer accounting and wealth advisory services to South Australians and be led by Warnecke managing principal Peter Burrows. The two businesses ...

Former Capstone adviser in EU with ASIC

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2023
... services business, provide any financial services, or act in any managerial capacity within a financial service, legal or accounting business. The misconduct has resulted in Blackaby and Capstone undertaking a remediation program for Blackaby's clients ...

Senate report labels PwC breach calculated, deliberate

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2023
... [Kristin] Stubbins conspicuously avoids addressing the key issues at the heart of the matter: the obvious conflict in an accounting, auditing, and consulting firm providing tax consultancy advice to government and at the same time providing tax advice ...

URF investors reject K2 as RE

KARREN VERGARA  |  TUESDAY, 20 JUN 2023
... KAM as RE. CD Private Equity Fund I, II, III have $301 million in funds under management. KAM will also provide fund accounting services, replacing incumbent Australian Fund Accounting Services for the three funds. The CD III Australian Wholesale Fund ...

SWFs double in size, eye alternatives

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2023
... also embracing technology to lower costs and prevent losses. For example, some SWFs are using AI in their forensic accounting functions and linguistic analysis to weed out poorly performing companies and mitigate losses, the report reads. Private equity ...

APAC now most active region for VC: Data

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... million and North America's $72.6 million," it said. China is no doubt still the most active VC market in APAC, accounting for 52% of the region's deals by volume between 2018 and 2023, as well as 80% of total AUM as of September. However, as ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... diversified investment portfolios which cover a range of risk and return profiles as well as an ethical portfolio. The accounting and advisory firm said all four portfolios require a minimum of $5000 and are managed by its financial planning and investment ...

Advice practice valuations rise: Radar Results

KARREN VERGARA  |  FRIDAY, 9 JUN 2023
... downturn worldwide, possibly having unstable outcomes. Financial planning client businesses, mortgage businesses, and accounting practices tend to shield themselves from adverse trends and show a positive return on the investment made by our buyers." ...