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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. "Overcoming these challenges is vital if wealth managers are to create value for clients, stakeholders ... |
| | | ART chief investment officer Ian Patrick said the move demonstrates the scale of investments now being undertaken since the fund's merger more than two years ago. "ART partners with world-class external managers and this is the next logical step ... |
| | | Fund managers that rely on "golden visas" to attract rich investors are waiting with bated breath as the government overhauls Australia's "broken" migration system. Recently, Home Affairs minister Clare O'Neill froze the ability of fund managers' ... |
| | | The Financial Services Council (FSC) is expanding its remit into the financial advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's ... |
| | | The proposed 30% tax on large superannuation balances must clarify the confusion surrounding legacy pensions and reserves, and how they should be calculated, according to the SMSF Association (SMSFA). The SMSFA is calling for an amnesty for legacy pensions ... |
| | | The budding consulting firm has added the former chief executive of Blue Orbit Asset Management and U Ethical Investors' former head of ethics and impact. Impact Alpha Partners was founded late last year by Andrew Huang, a former senior investment manager ... |
| | | Aware Real Estate will build more than 700 homes to Melbourne's housing market across two major new developments in the inner and northern suburbs, adding to the city's supply of rental accommodation. The property group launched large-scale housing ... |
| | | Increasing demand for a better work-life balance has seen many ESG professionals looking to make a job switch, the newest Kaizen Recruitment salary guide found. The survey found there were multiple reasons why an ESG professional might be considering ... |
| | | Franklin Templeton investment manager Brandywine Global has expanded its product suite with the launch of a Global Opportunistic Equity Fund for Australian investors. The $2.4 trillion asset manager said the fund will invest in 60 to 100 global companies ... |
| | | The Actuaries Institute has proposed revising the annual superannuation performance test, so it better aligns trustees' investments with the best financial interests of members. In its Treasury submission, the Institute said the test should include ... |
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