For the first quarter of the year ended March 31, 2025, the Giverny Capital Asset Management (“GCAM”) model portfolio ...

This article outlines 11 key components of a strong financial plan, from goal setting and investment strategy to insurance, ...

Perpetual has three business units: an asset manager, a private wealth advisor, and a corporate trust service provider. Acquisitions form part of the group’s strategy to build scale and expand ...

Empowering Providers with Streamlined Care Plan Management Therap's Care Plan ... and apply Care Plan Templates more efficiently. It reduces administrative burdens and also ensures that care ...

The new regime is set to be “more streamlined and proportionate”, to aid firms’ operations on a global scale while maintaining effective risk management practices. Currently, UK asset managers oversee ...

Nippon Life India Asset Management has appointed Andrew Holland to lead a proposed SEBI-introduced asset class aimed at high-net-worth individuals. With over 42 years of global experience, Holland ...

These ETFs provide access to Lazard’s specialized investment capabilities across three strategies: Equity Megatrends, Japanese Equity, and Next Gen Technologies NEW YORK, April 07, 2025 ...

Tether issues the USDT stablecoin. It is a market leader by 2025 with a very diversified portfolio of assets. It reportedly holds US$113 billion of U.S. Treasuries and more than 100,000 Bitcoin, ...

Asset Management is responsible for managing and maintaining the centralized accounting and reporting of university assets in SUNY's property control system. Each department must have an Asset ...

The City of Belleville is seeking public feedback as it works on updating its Asset Management Plan. The Asset Management Plan outlines the city’s infrastructure including roads, water and ...

You can not sell your investments in this fund for 3 years from the purchase date. Long term capital gain tax will be applicable when you sell your investments after 3 years. Current tax rate is ...