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Search ResultsShowing 81 - 90 of 100+ results for Annabelle Dickson
Wealth group makes acquisition
ANNABELLE DICKSON  |  MONDAY, 22 FEB 2021
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 ...
BetaShares launches climate ETF
ANNABELLE DICKSON  |  FRIDAY, 19 FEB 2021
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 ...
Asset managers move to ESG
ANNABELLE DICKSON  |  FRIDAY, 19 FEB 2021
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 ...
Iress names chair, profit slides
ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
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 ...
The future of quality advice: SMSFA
ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
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) ...
Charter Hall bleeds profits, appoints director
ANNABELLE DICKSON  |  WEDNESDAY, 17 FEB 2021
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 ...
Netwealth boosts profit, FUA
ANNABELLE DICKSON  |  WEDNESDAY, 17 FEB 2021
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 names client director from within
ANNABELLE DICKSON  |  WEDNESDAY, 17 FEB 2021
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 ...
Class makes acquisition, profit up
ANNABELLE DICKSON  |  TUESDAY, 16 FEB 2021
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 ...
PADUA launches client fact find
ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
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 ...