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| | | ... Advisors has added two new consultants to its real assets and defensive assets and private markets teams. Daniel Cave comes on board as a senior consultant and will focus on infrastructure and broader real assets research and client responsibilities. ... |
| | | | As Magellan Financial Group's funds under management and profit drastically decline, its investments in Barrenjoey Capital Partners and FinClear also took a toll on its 2023 financial year performance. The group's average funds under management ... |
| | | | ... Pacific Current Group (PAC). It updated shareholders saying the acquisition is contingent upon successful due diligence and board approval. "We believe we can put forward both a compelling proposal to PAC shareholders, and that we will be viewed as strategically ... |
| | | | Magellan Financial Group has again overhauled its executive ranks and board, in a move that will see it revert to an old model affecting the roles of chief executive and chief investment officer. Effective today, the group's chief executive and chief ... |
| | | | ... motivate teams." "Stake is already breaking barriers for investors via our ASX, Wall St and SMSF products, and with Jon on board, we are perfectly positioned to expand well into the future," Leibowitz added. According to Investment Trends' H1 2023 report ... |
| | | | ... to their financial advice networks. Madison signed a non-binding Heads of Agreement with PDG, an advisory representative board for Godfrey Pembroke advisers. Under the agreement, they will launch a new entity called Service Co, which will provide licensee ... |
| | | | ... holdings are with that organisation, as a shareholder you have a lot of power to persuade management and ultimately, the board, whether that's the right decision or not," he said. "Looking at it from that aspect, I think there's a lot of opportunity ... |
| | | | ... broadly, all other asset classes saw positive returns, contrasting sharply from last year's negative performance across the board. US shares led the pack this year, delivering a 23.5% return between 1 July 2022 to 30 June 2023, bouncing back from its ... |
| | | | ... removed following barriers to regulators acting in response to PwC's breach of confidence. The ATO and Tax Practitioners Board (TPB) will have the freedom to refer ethical misconduct by advisers, including but not limited to confidentiality breaches ... |
| | | | Cbus has created a head of portfolio strategies role, bringing on board the former lead of investment model design at AustralianSuper. Leigh Gavin was appointed as the head of portfolio management, a role conceived to drive the superannuation fund's ... |
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