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|Search Results||Showing 81 - 90 of 100+ results for Annabelle Dickson|
|A subsidiary of ASX-listed accounting firm Kelly+Partners has made a tuck-in acquisition of a financial services group on the New South Wales Central Coast. The subsidiary will acquire a 51% stake in the group which includes private wealth management ...|
|The exchange-traded fund (ETF) provider has announced it is set to launch a fund that will provide exposure to companies focused on climate and environmental challenges. The BetaShares Climate Change Innovation ETF (ERTH) will track an index that will ...|
|Close to 80% of institutional investors in the Asia Pacific region boosted their environmental, social and governance (ESG) investments in response to the COVID-19 pandemic, new research shows. MSCI's 2021 Global Institutional Investor Survey showed ...|
|The chair of the financial software provider will step down and the chair of Webjet will take his place. Tony D'Aloisio will step down as chair following the company's annual general meeting in May, having spent over six years in the position. Roger ...|
|Investing in tools and data integration, being clear in value proposition and proactively monitoring client portfolios will ensure the future of a quality financial advice business. Speaking at the Self-managed Superannuation Fund Association (SMSFA) ...|
|The property investment group's profits are down 44.7% despite a steady increase in funds under management (FUM), according to its half-year results. Statutory profit plummeted to $173.2 million from $313.2 million in the 12 months prior and EBITDA ...|
|The platform provider posted a 34.5% increase in statutory profit and a $4.5 billion rise in funds under administration in its half-year results. Netwealth's statutory profit reached $27.6 million and funds under administration grew to $38.8 billion ...|
|Citi Australia's wealth management business has appointed a banking vice president to the newly created role of client director. Kan Liu has spent over a decade at Citi specialising in fixed income and foreign exchange solutions for clients. He originally ...|
|The SMSF technology platform has announced the acquisition of the documentation service of an accounting software provider and recorded a 3.2% increase in statutory profit to $3.2 million in its half-year results. Class is acquiring ReckonDocs for an ...|
|The financial technology firm has launched a client facing digital fact find to eliminate time consumption in obtaining pre-meeting information. CAPRI has completed beta testing and makes the gathering of information less overwhelming for clients. It ...|
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While the events of 2020 showed superannuation funds manage liquidity well, funds should consider the extent to which they rely on certain asset classes for liquidity, the Reserve Bank of Australia (RBA) has said.
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Challenger's multi-boutique business will distribute the $54 billion Impax Asset Management's sustainability strategies in Australia and New Zealand.
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Nearly 20 years after ETFs started trading in Australia, their total assets crossed $102 billion at the end of March.
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A new report finds that it is possible for financial advisers to attract young clients and convince them about the benefits of advice and life insurance using new strategies.
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