Rubik and class form advice tech partnershipBY KERRIE SYDEE | THURSDAY, 4 AUG 2016 12:25PMRubik and Class Super have partnered to provide accountants who are limited licence holders with advice technology.
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To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report.
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The Financial Services Council (FSC) is expanding its remit into the financial advice sector by adding six licensees to its network of members.
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I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
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Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
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The end of free money
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Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
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