JOINT VENTURE

Funds management

State Street Global Advisors (SSgA) has entered into a fund management joint venture with Chinese-based trust company Zhongrong International Trust....

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Financial planning

QIC has entered an agreement with US-based Forest City Enterprises to form a joint venture in a real estate portfolio comprised of eight US regional retail malls currentl...

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Accounting

Accounting and wealth advisory firm Chan and Naylor has expanded its distribution network into South Australia with its third joint venture (JV) partnership of 2013....

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Superannuation

Web-based registry platform DST Bluedoor will expand into Europe after partnering with International Financial Data Services (IFDS), a joint venture between DST Systems a...

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Editorial

There has been plenty of debate around the implications flowing from the limited licensing arrangement for accountants, but Greg Holman argues it can be a win-win for acc...

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Financial planning

Adding an accounting practice to a financial planning business is harder to pull off than advisers may think, according to JNP Capital managing director Jason Phillips....

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Tools & guides

Col Fullagar explains why the resources a financial planner spends on networking may be better served on a well-planned joint venture....

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Financial planning

Following Vow Financial Wealth's entry into a joint venture with a financial planning firm in May last year, Vow is clearly focussed on attracting more mortgage brokers, ...

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Financial planning

AMP Capital's core property fund has received a four-star rating from S&P after being placed on hold in March....

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Superannuation

XPlan is developing a SOA template for four local government superannuation funds....

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Financial planning

AMP Capital, Macquarie Capital Group and DUET Group have agreed to internalise the management of the previously joint managed DUET....

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Financial planning

Specialist mortgage and financial services company Firstfolio Limited has announced the resignation of chief executive and managing director Mark Forsyth....

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Financial planning

S&P places AMP Capital property and listed infrastructure funds 'on hold' following insourcing announcement....

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Financial planning

The Australian Unity Altius Bond Fund has received a 'recommended' rating from ratings house Zenith Investment Partners....

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Financial planning

Publicly listed financial services company, Firstfolio, has entered into a joint venture with specialist financial products provider Evergreen Finance Company to develop ...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 22 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 13 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago