From the Source

You are in News + Outlook ⁄ From the Source (Page 123)

Iress to sell its UK Mortgages business for £85m

From Iress

Iress (IRE: ASX) today announces it has entered into a binding agreement to divest its UK Mortgage Sales & Originations (“Mortgages”) business to Bain Capital Tech Opportunities LP (“Bain Capital”)... Read more continue reading

18 Mar 2024

La Trobe Financial named Australia’s Best Investment Management Team for fifth year in a row

From La Trobe Financial

La Trobe Financial, Australia’s leading alternative asset manager, is pleased to confirm that its “Superior” operational capability has been affirmed by the highly-regarded Foresight Analytics. La Trobe Financial’s Chief Investment... Read more continue reading

15 Mar 2024

North managed portfolios top $14 billion AUM as further enhancements rolled out for advisers and clients

From AMP

North, one of Australia’s leading wrap investment platforms, has seen its managed portfolio offer surpass $14 billion in assets under management (AUM) in February, representing an annualised growth rate of... Read more continue reading

15 Mar 2024

PrimaryMarkets calls on the government to adopt a ‘balanced’ approach to sophisticated investor classification

From PrimaryMarkets

In an era marked by rapid technological advancements and shifting market dynamics, the definition and role of the “sophisticated investor” in Australian financial landscape is currently under the microscope. PrimaryMarkets,... Read more continue reading

14 Mar 2024

University of Oxford invites nominations for annual research prize for green Finance

From Insight Investment

The University of Oxford’s Greening Finance Prize, an annual prize established through a generous endowment provided by Insight Investment, a A$1.2 trillion [1] global asset and risk manager, has now opened... Read more continue reading

14 Mar 2024

Private credit fund manager adds industry veterans to Advisory Committee

From Msquared Capital

Private credit fund manager, Msquared Capital, today announced it has bolstered its Advisory Committee, with the appointments of Michael Dwyer AM and Mark Hickey. The two well-known industry leaders join... Read more continue reading

13 Mar 2024

IMAP announces Census FUM results for Managed Accounts for 31 December 2023 balance date

From IMAP - Institute of Managed Account Providers

IMAP Census of Managed Account FUM in conjunction with Milliman shows that managed accounts FUM reached $194.8 bn as at 31 December 2023 due to an increase of $33.1 bn... Read more continue reading

13 Mar 2024

Equity Trustees super business gets new Board appointment and surpasses $60bn milestone

From Equity Trustees

Equity Trustees has announced the appointment of a new non-executive director to its superannuation trustee business as the business also surpasses the $60 billion funds under supervision (FUS) milestone. The... Read more continue reading

13 Mar 2024

Former RBA Governor Philip Lowe to become Chair of Future Generation Australia

From Future Generation Australia

Future Generation Australia (ASX: FGX) is delighted to announce that Dr Philip Lowe, Governor of the Reserve Bank of Australia (RBA) from 2016 to 2023, has joined the company’s Board... Read more continue reading

13 Mar 2024

Calastone appoints Nick Parsons as Chief Technology Officer

Calastone, the largest global funds network, has appointed Nick Parsons as Chief Technology Officer (CTO). As CTO, Nick is responsible for Calastone’s technology operations as well as product strategy and development.... Read more continue reading

11 Mar 2024

FIRST 1...119 120 121 122123124 125 126 127...686 LAST

Earn CPD Points

CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]