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| | | Frontier Advisors has promoted four staffers - a principal consultant, a senior equities consultant and two quants from the capital markets team. In the asset consultant's latest round of promotions, Claire Casucci has been elevated to principal ... |
| | | | Both GQG Partners and Magellan Financial Group reported higher funds under management (FUM) today, but one has seen significantly more growth than the other. Magellan reported total FUM of $37.3 billion as at March 28, up from $37.2 billion on February ... |
| | | | JANA Investment Advisers has appointed a head of investments, investment trusts, and a head of diversified portfolios, investment trusts. Claire Simpson will take on the role of head of investments, investment trusts and David Schnell is now head of ... |
| | | | ... balance purposes and incur adverse outcomes for some; it could result in a net increase which could cause their transfer balance cap to be exceeded, resulting in additional taxation or requiring them to commute funds held elsewhere, sometimes both. Treasury ... |
| | | | Citi Securities Services added an ASX-listed investment manager and advice group to its client book. Citi is now custodian, fund administration and registry services provider for Fiducian Group, having completed the migration of over 1300 assets, thousands ... |
| | | | Physical health and financial security are the primary factors influencing how content Australians in or near retirement are, according to a new report. Challenger's inaugural Retirement Happiness Index, in collaboration with independent research house ... |
| | | | Fines for alternative fund managers for breaking regulations are expected to rise, according to new research commissioned by Ocorian. The international study among fund managers at private equity, venture capital and real estate firms revealed 79% were ... |
| | | | GSFM has partnered with Eastspring Investments to distribute its Global Emerging Markets (GEM) Dynamic Strategy in the Australian market and will be available to institutional, wholesale and family office investors. GSFM chief executive Damien McIntyre ... |
| | | | The federal court has rejected Provide Capital's "illogical" application to prevent ASIC conducting further investigation into the firm. Justice Rofe dismissed Provide Capital's application that alleged ASIC did not have the state of mind required ... |
| | | | Acclaim Wealth is preparing to conduct a data migration for its AMG Super Personal Pension Division next week, involving approximately 6000 members with funds under management of $1.6 billion. The migration will move these members from an old FNZ technology ... |
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