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Showing 1 - 10 of 1363 results for "Assessment"

Federal Court rejects two CBA class actions

KARREN VERGARA  |  MONDAY, 13 MAY 2024
... should have released included the late Threshold Transaction Reports (TTR), account monitoring failure, IDM ML/TF risk assessment non-compliance, and potential penalties. "The applicants allege that the Bank was required by r 3.1 of the ASX Listing Rules ...

Morningstar unsure if KKR's Perpetual bid benefits shareholders

ANDREW MCKEAN  |  THURSDAY, 9 MAY 2024
... expenses, and capital gains tax make it difficult to determine if the deal is accretive to Morningstar's intrinsic assessment. KKR offered $2.2 billion in cash, which equates to $19.20 per share. This offer is higher than Morningstar's combined valuation ...

Litigation funder disputes AMP BOLR settlement

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
... at this stage, to state the total of the Funder's Entitlements" as it depends on several matters that include an assessment of the reasonableness of Equity Financial Planners' (the lead applicant in the BOLR class action against AMP Financial ...

Dexus completes $300m raising

ELIZA BAVIN  |  TUESDAY, 7 MAY 2024
... were institutional while the remaining third were wholesale. Howes said DREP1 adopted a disciplined and rigorous deal assessment process, with only 4% of potential opportunities moving to execution. DREP2 would follow a similar disciplined process. "Our ...

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... said. The need for Crescent Wealth's merger into Russell Investments was evident following a recent Member Outcomes Assessment by Equity Trustees. It revealed that Crescent Wealth's fees and costs are impacting member returns, saying they "aren't ...

ClearBridge launches first local global equity fund

KARREN VERGARA  |  MONDAY, 29 APR 2024
... Michael Testorf and portfolio manager Pawel Wroblewski. Mazen said the team focuses on investment thesis, valuation, risk assessment, as well as ESG factors, to select high-quality businesses, with sustainable growth characteristics trading at a discount. ...

Auditors lambast mandatory climate reporting requirements

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... disagreed or disagreed that those Group 3 companies will have the capacity to prepare an auditable climate statement or assessment of climate risks and opportunities within the coming three years." Ghandar said it was anticipated that audits for the ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... strengthened its leadership position in the advice engagement space. For example, Lumiant acquired Genivity and its HALO Assessment and introduced the Lumiant Academy and its inaugural course the 'Lumiant Advice Experience' that equips advisers with ...

Why aged care advice needs tougher regulation

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... aged care, which tends to be stressful and complex for older Australians and their families, includes obtaining an assessment from an aged care assessment service, selecting the right care provider, and determining the most appropriate funding method. ...

Corporate super fund to be terminated

JAMIE WILLIAMSON  |  MONDAY, 8 APR 2024
... Group which has now notified the trustee that while the fund continues to promote member outcomes, according to its own assessment, it will terminate the offering at the end of the current financial year. Manildra Group did not offer a reason for the ...
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