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| | Rest has invested in an agriculture-focused fund that focuses on sustainable farming, practices and companies. Rest has allocated capital to Cibus Fund II, which "focuses on delivering strong returns through investment opportunities related to the food ... |
| | | ... external providers with strong technical knowledge has never been more important in servicing clients and supporting practice efficiency." Already this month, Count purchased the accounting book of Melbourne-based firm May Klye & Associates via its equity ... |
| | | ... CFS 10X will offer advisers opportunities to help them achieve their goals. "This year CFS will be using research and practice case studies into the key drivers of business growth to help advisers unlock opportunities," Quirk said. "Driving efficiency ... |
| | | ... without falling fowl of anti-hawking laws. Tim Jenkins, the chair of the institute's superannuation and investments practice committee, said beyond the welcome fixes to financial advice for those Australians, "we should be thinking about a holistic ... |
| | | Tributes are flowing for much loved business development executive Jason Milosevski, who sadly passed away over the weekend, aged 43. Milosevski was a fixture of the financial advice landscape for more than 20 years, building a vast network through ... |
| | | ... webinars for both advisers and clients, the business added. "We understand that building and managing a successful wealth practice requires a tailored approach. Mason Stevens is thrilled to partner with Euroz Hartleys, to deliver a range of investment ... |
| | | ... presentations that pertains to aged care, trustees, artificial intelligence and so forth. "We also have a compelling series of practice management sessions designed to boost business acumen and operational effectiveness," Simmons said. Financial Standard ... |
| | | ... advantage of this ongoing trend, through providing the hard to replicate combination of expertise in asset consulting, practice management, and asset management," Scarcity said. Last November, Scarcity launched the GP Access Fund, a semi-liquid open-ended ... |
| | | Financial advice licensing support provider Dirigere Advisory has rebranded to Intelligent Planning, hiring a new advice distribution manager in the process. Intelligent Planning was launched on January 15 and operates under the same Dirigere AFSL. ... |
| | | ... Super and Active Super, trustees will be aware that we will use every lever legislation affords us to eliminate this practice, and we will continue to monitor the superannuation sector for misleading greenwashing claims. "Going forward our focus will ... |
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