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| | | ... more financial confidence and resilience and a higher quality of life. The majority (93%) said they trust their financial planner to act in their best interests. About three in four (77%) intend to have a long-term relationship with their adviser. Among ... |
| | | | Improved professionalisation has seen a "significant transformation" in the family office sector, with executives increasingly empowered to manage family assets in-house, according to a new study by Ocorian. As part of the study, conducted earlier in ... |
| | | | ... at KPMG. Ramrakha then spent time working at the Commonwealth Bank as national technical manager and senior financial planner before moving to BT Financial Group as its head of technical services. He then returned to CBA in September 2007 where he was ... |
| | | | AMP is appealing the Federal Court's Buyer of Last Resort (BOLR) ruling that determined in favour of AMP Financial Planning advisers who saw the valuations of businesses slashed by 40%. AMP filed a Notice of Appeal in the Federal Court yesterday ... |
| | | | A former financial adviser who took more than $1 million from clients to feed his online gambling addiction has been sentenced to jail for five years. The District Court of Western Australia found Mark Raymond Sebo guilty of misappropriating $1,056,685.18 ... |
| | | | ... January 2022 and March 2022. Looking closely at the FSCP's fourth determination, Capital Advisory director and financial planner Michael Miller said that some of the lessons that can be taken from it are similar to the third determination. "It is ... |
| | | | Amid the Financial Adviser Class Action fallout, AMP has suspended its capital return, with a resolution expected by year-end. AMP has set aside a $50 million provision, reflecting its preliminary assessment of potential liabilities associated with ... |
| | | | ... May 2013 as a senior business development manager before becoming the distribution lead. Before that, he was a financial planner at Aware Investment Management Group. He takes over from Alan Hegerty who, before joining Acclaim Wealth, worked at BMO Global ... |
| | | | ... flow you could tell the funds flows were not from retail investors or people operating under the advice of a financial planner, Rainmaker Information head of investment research John Dyall said. "Because of large monthly flows from specific products ... |
| | | | The financial advice industry is experiencing a buoyant jobs market in 2023, according to a specialist recruitment firm, particularly in the last three months which saw healthy demand for associate adviser roles. Recruit2Advice principal Dugald Braithwaite ... |
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