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| | | ... affecting their transfer balance cap. Notably, the amendments will apply retrospectively from 1 July 2017. Heffron SMSF Solutions managing director Meg Heffron told Financial Standard that the government's announcement was "very welcome news," adding ... |
| | | | ... to modernise our approach to most effectively serve our Australian clients' growing needs for cross-asset class solutions across the public and private markets." PGIM established its presence in Australia in 2011 and has 22 employees with domestic ... |
| | | | ... opportunity. "They [institutions] have to understand that there's growth in the market, so there will be products and solutions around that," he said. On the point of raising capital, Prakash highlighted other alternative options such as angel investors ... |
| | | | ... Based in Sydney, he will lead the charge in scaling Russell Investments' local operations, as demand for client-driven solutions surges in both institutional and retail sectors, according to a company statement. Meanwhile, Pete Gunning, a seasoned executive ... |
| | | | ... Perpetual. Walt said Weingarth will play an integral role in further strengthening the presence of EG's private wealth solutions. "We are excited to build on the success of EG's private wealth and enhance our capabilities," Walt said. "With Mark's ... |
| | | | ... Financial Services, as the latter sets in motion a plan to take on every major city. Merging with MEDIQ is Omega Financial Solutions and Omega Accounting Solutions, having signed a definitive agreement with the former's US owner Focus Financial. Omega ... |
| | | | ... management business, defining a strategy to diversify the business and establishing new products and enhancing client solutions." "The board, in consultation with David, believe it is time to refocus leadership which will accelerate the progress made ... |
| | | | ... and regulatory environment." Notably, Hoven's hire comes after the recent hire of US-based Paul Schutzman as head of solutions, institutional investors by Morningstar Inc. "Working with our international teams, Mark will be able to leverage our global ... |
| | | | ... model portfolio," Quirk said. "The breadth and depth of CFS Edge will give advisers the ability to blend simple low-cost solutions with the most sophisticated investment options in a single account, allowing them to service different client segments ... |
| | | | Insignia Financial's managed accounts solutions have grown by about 42% in the past 12 months. The group said there's now more than $6 billion in funds under management across its range of managed account solutions. About 55% of this is held in managed ... |
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