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| | ... landscape between what today's professional financial adviser community really wants from a licensee and what the market currently delivers. Intelligent Planning is designed to help fill that gap." Osborne said that Intelligent Planning will be part ... |
| | | ... comparatively appealing investment destination in comparison to many other developed nations," Jacobson said. "At Wingate, we currently see significant opportunity in residential real estate private credit, especially construction lending in the major ... |
| | | ... first Pressure on super funds to rethink their exposure to Elbit is bubbling at the member level. UniSuper members are currently running a campaign on Megaphone to force the fund to divest Elbit. It has garnered 736 out of 800 signatures. A letter sent ... |
| | | ... risk officer this month, making the jump from Cbus. Wade Martin will join UniSuper in the role on February 21. He is currently chief risk officer at Cbus, a role he's held since August 2019. Martin will replace Andrew Raftis, who retired at the end of ... |
| | | ... greater flexibility in how new entrants can demonstrate they have substantively met the education requirements. "As it currently stands, the approved studies aspiring financial advisers are required to complete are extremely prescriptive. It involves ... |
| | | ... investors look to ETFs as a way to build their portfolios and overall, a huge 53% of Superhero customers between 18 and 40 currently hold at least one ETF in their portfolios." While younger investors (Gen Z and Millennials) leaned towards ETFs, resources ... |
| | | ... particular locality, field of activity, or group, is Pitcher Partners partner and investment adviser Sue Dahn. Dahn is currently a non-executive director and chair of HESTA's investment committee. She has been a non-executive director for the Victorian ... |
| | | ... and fixed income businesses. Warner himself reports to Aware Super chief investment officer Damian Graham, who's currently based in London. Notably, Hong's appointment is the first senior investment hire since Warner began his tenure. Alongside ... |
| | | ... on a survey of 2,247 Australians aged over 18 years old between July and September 2023, included 456 respondents who currently have a financial adviser. It found that almost half (44%) of consumers who have never received personal advice want their ... |
| | | ... perspectives and educational content across private equity, infrastructure, real estate, and credit asset classes. It is currently available to financial professionals across the globe. The content is tailored to users of all knowledge levels and includes ... |
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