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| | | Alternative assets firm Remara Investment Management has welcomed a new head of distribution to cater to the firm's private wealth clients. Wayne Richardson joins Remara Investment Management with nearly two decades of experience in financial services ... |
| | | | Capstone Financial Planning has appointed its executive manager growth and development. Commencing his role on July 1, Marcus O'Sullivan will be responsible for licensee growth, practice developments, and licensing and education activities. O'Sullivan ... |
| | | | ... invaluable," he said. "On behalf of the board, staff and shareholders of Netwealth I thank Tim for his dedication and service to the company over a long period of time. I can say we will miss his leadership and guidance and wish him well for all that ... |
| | | | Syfe, which recently acquired Selfwealth, has raised more than $80 million to fund its Australian expansion which will focus on the mass affluent market. Syfe has raised $81.5 million (US$53m) in support of its Australian strategy, the bulk of which ... |
| | | | The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare. The new legislation was due to commence from 1 July 2025. Now, it will be effective ... |
| | | | ... leverage SS&C's proprietary platform to streamline its unit registry and fund administration operations. To uphold service continuity and ensure a smooth onboarding process for its clients, Fundhost has moved 10 of its employees to SS&C's Sydney ... |
| | | | ... technology platform is already providing significant data transparency, supporting real-time member updates and improved service integration. This will help us innovate faster to provide more personalised services and make managing super easier...," ... |
| | | | ... not just in retirement but throughout members' entire journey with their fund across product design, engagement and service offerings. The framework lays out what strategies trustees should adopt to provide tailored engagement with members based ... |
| | | | AUSIEX has finalised its acquisition of FIIG Holdings, while LGT Crestone's takeover of Commonwealth Bank of Australia's (CBA) private wealth business has completed. AUSIEX, which is a subsidiary of Nomura Research Institute (NRI), has now expanded ... |
| | | | ... compared policies issued by Hannover Life Re despite promising it assesses a range of options. "In reality, the comparison service was a distribution platform for funeral and life insurance policies issued by Hannover Life Re of Australasia Ltd (Hannover) ... |
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