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| | | ... client portfolios. O'Neill works alongside the portfolio management group that is led by Gary Gabriel and VFMC's client services team. She reports to VFMC chief investment officer Russell Clarke. Last year, VFMC appointed a new chair in Lisa Gay, following ... |
| | | | Former Sunshine Coast financial adviser Brett Gordon has been permanently banned from providing financial services and engaging in credit activities following his conviction for fraud offences last month. This prohibition extends to any role within ... |
| | | | ... Capital Asia's large-cap buyout strategy, focusing on mid-market control buyouts across Asia. It targets technology, services, healthcare, and technology services sectors, leveraging EQT's presence with over 100 professionals across India, Southeast ... |
| | | | ... Furthermore, the average operating cost per member has decreased across super funds (excluding SMSFs). Fiducian Portfolio Services was the most expensive product on a per member basis of $1931, followed by Perpetual at $1427, FES Super at $1391 and Goldman ... |
| | | | Financial services professionals will threaten to quit if they are forced to go into the office five days a week, a Robert Walters survey finds. The survey based on more than 2000 Australian workers found that nine out of 10 will look for a new job ... |
| | | | ... the two groups will work closely together to ensure a smooth transition, including using Infocus' dealer-to-dealer services, and flagged greater collaboration in the future to "drive mutual success and unlock further revenue opportunities." Meanwhile ... |
| | | | Helen Blackford, formerly chief executive of Insignia Financial's licensing and professional services businesses, will now lead Nestworth Financial Strategists. Blackford has been appointed chief executive of the group, which is backed by AZ NGA. ... |
| | | | ... ASX products such as reference data, benchmarks and indices, and DataSphere, as well as data centre and connectivity services businesses such as the Australian Liquidity Centre and ASX Net. He is also responsible for ASX's enterprise data strategy ... |
| | | | ... authorised representative of Hobart-based Life Plan FP from 23 March 2018 to 31 March 2021, breached various financial services laws and failed to understand his obligations under the Corporations Act as an adviser, according to an ASIC investigation. ... |
| | | | ... profile for cryptocurrency is progressing to become more mainstream. "There are ramifications for traditional financial services as the dynamics of crypto will change their structures forever," she said. "Equally, mainstream impacts will mature crypto ... |
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