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| | | ... present one of the biggest risks to transactions." Meanwhile, environment, social, and governance (ESG) considerations, while not a value driver, are acting as a strict early filter, particularly around social impacts. "In this environment, strategic ... |
| | | | ... of the Shield Master Fund. ASIC and Macquarie are now battling it out in the Federal Court as the regulator alleges MIM did not act efficiently, honestly and fairly when it failed to place Shield on a watch list. MIM is the trustee of the Macquarie Superannuation ... |
| | | | ... overseas, Akiki identified that Australian advisers perceive doing everything themselves as a competitive advantage, which is not efficient, as he explains that he has seen a few going as far as taking the role of investment manager themselves. "In Australia ... |
| | | | ... circumstances. Additionally, a proposal for banks and insurers to have at least two independent directors, including the chair, not on other group boards will not proceed as originally proposed. Lastly, a proposal to require significant financial institutions ... |
| | | | ... managers should pay close attention to the fees they charge on any new products unless they have a unique and useful offering. If not, fees should be kept at less than 0.65% p.a. to give their products any chance of success," the report said. The ETP ... |
| | | | ... your business and for your capital structure. Both must be managed professionally. When it comes to lending partners, I do not see it as 'us and them'; it is everyone working together. Transparency is key and, over time, if you do what you say you are ... |
| | | | ... pressure on the sector to ensure that all funds - no matter how big or small - are meeting their obligations to members. "It's not up to us to talk about how people get on boards or executive positions, and it's not up to us to tell them how to organise ... |
| | | | ... financial services business for seven years. The regulator said Videkanic gave inappropriate advice to certain clients which was not in their best interests between July 2020 and February 2024. ASIC said Videkanic advised clients to establish a self-managed ... |
| | | | MA Financial has reported record inflows of $2.2 billion in the nine months to September, up 41% on the prior corresponding period. Assets under management (AUM) jumped 34% to $13.3 billion in Q3. Inflows continue to grow on strong investor interest ... |
| | | | Perpetual told shareholders negotiations are ongoing for the sale of its wealth business, which was initially announced in February. This comes as Bloomberg reported Oaktree Capital has secured private credit financing from Ares Management and Barings ... |
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