Can an outsider transform ipac financial planning?BY MICHELLE BALTAZAR | TUESDAY, 30 MAR 2010 12:10PMCan a top travel executive help lead a $5.5 billion financial planning business? That's the question advisers asked when financial planning group ipac appointed former American Express executive, Libby Roy, as the new head of its advice arm.
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T. Rowe Price appoints local operations chief
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Sequoia chair steps down
The chair of Sequoia Financial Group, John Larsen, has resigned from the position and his replacement has been appointed.
Court approves $16m DASS settlement
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Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
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Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
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The end of free money
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Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
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