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Showing 71 - 80 of 11522 results for %22RF Capital%22

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
... circumstances, for example, other pension provision and the state pension not recorded income, including any lump sum capital needs were not quantified or the timeframe for which income was required was not stated future lifestyle changes were not explored ...

Listed companies drive economy's momentum: ABDO

KARREN VERGARA  |  THURSDAY, 21 MAR 2024
... resilience streak. Perennial Partners lead portfolio manager Stephen Bruce, who presented at the Advisers Big Day Out (ABDO) Capital Cities in Sydney yesterday, spoke about the resilience of the local economy and better-than-expected performance of listed ...

Investors being influenced by the 'Powell pivot'

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
The Investment Grade Corporate Bonds: Understanding Manager Performance report said the 'Powell pivot' at the end of 2023 made the strategic shift a more attractive option for investors looking to capitalise on higher yields while reducing credit risk. ...

Markets, economies benefit from eustress: ABDO

KARREN VERGARA  |  WEDNESDAY, 20 MAR 2024
... turbulent number of years. La Trobe chief investment officer Chris Paton told the final leg of Advisers Big Day Out (ABDO) Capital Cities in Sydney this morning that shifting toward normalisation is underpinned by a psychological term known as "eustress" ...

Castlerock embarks on $30m capital raise

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
... building a portfolio of government-leased assets to provide investors with a stable and growing income stream and long-term capital growth. It has an internal rate of return of 13.5% and a minimum investment amount is $100,000. "We believe this simple ...

GQG builds private markets unit on PAC stakes

KARREN VERGARA  |  MONDAY, 18 MAR 2024
... stakes in three fund managers operating in the asset class for US$71.25 million ($108.7bn). The foundations of GQG Private Capital Solutions (PCS) will comprise Avante Capital Partners, Proterra Investment Partners, and Cordillera Investment Partners. ...

ASIC ends legal battle: Provide Capital's appeal quashed

ANDREW MCKEAN  |  MONDAY, 18 MAR 2024
The Federal Court has dismissed an appeal by Provide Capital; it must now comply with a notice issued by ASIC to produce documents and pay the regulator's legal costs. ASIC had previously served a notice on Provide Capital to produce documents as part ...

Iress sells mortgages arm to Bain Capital

ANDREW MCKEAN  |  FRIDAY, 15 MAR 2024
Iress will sell its UK mortgages business to Bain Capital for $164.3 million before costs. The financial software firm said the sale is a big step in its ongoing transformation strategy to sell-off non-core assets. The net proceeds from the sale will ...

Court dismisses ASIC lawsuit against Finder

KARREN VERGARA  |  FRIDAY, 15 MAR 2024
... understanding that their money would ultimately be repaid, together with a return for allowing Finder Wallet to use their capital," ASIC said at the time. Customers in Finder Earn would deposit money in their accounts which was then converted to AUD-denominated ...

Selfwealth expands leadership team

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
... Meantime, Samantha Powell is now head of marketing and communication at the broker platform. She joined in January from Pallas Capital. She has previously worked at the likes of Vanguard, NAB, BT and Macquarie. "We welcome Samantha's strategic approach ...