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| | | ... enhance our investment solutions and deliver exceptional value to our clients." The announcement follows Genium's continuous plan to expand its team, having hired two executives from Morningstar earlier in the year to bolster its research division. "We're ... |
| | | | ... exception," Knox said. "Greater encouragement of retirement income streams will give aging Australians more confidence to plan, spend, and in turn, improve their wellbeing in their golden years." "A focus on retirement income is the most significant ... |
| | | | ... Australians have wealth goals, but the number who use a financial adviser remains low. "It's so important to pre-empt and plan for future challenges, whether they're related to government policy issues, legislative changes, using the right tools and ... |
| | | | UK wealth management and brokerage firm EBC Financial Group (EBC) has scored a new AFS Licence (AFSL) and is ready to take on institutional investors and Australia's growing high-net-worth population. London-based EBC provides financial brokerage, asset ... |
| | | | Nest, the UK's largest defined contribution workplace pension scheme by members, will work with WTW and Hymans Robertson to develop a retirement offering. It's estimated that in the coming years one in three UK workers will have pension savings with ... |
| | | | HUB24's funds under administration (FUA) hit $113 billion at the end of September while its share price jumped 400% in the last five years. Inflows and the current bull market continue to bolster the platforms business. It recorded net inflows of $4 ... |
| | | | ... chief executive, Brumby will work closely with chief executive Misha Schubert to deliver on the lobby group's priorities and plan for the business. "Georgia's appointment as deputy chief executive recognises her leadership role at SMC that advocates ... |
| | | | One of the country's oldest wealth management groups has promoted three staffers to partner. Mutual Trust - the Myer and Baillieu family office - said the promotions reflect the increasing number of ultra-high-net-worth families and individuals ... |
| | | | IFM Investors' high-profile chief operating officer Lounarda David has quit the pension-owned infrastructure and private equity specialist. David plans to take a short break before deciding what to do next - probably until after the Christmas holiday ... |
| | | | ASIC cancelled or suspended 239 AFS licences (AFSLs) in the 2024 financial year, which is 9% lower than the prior period. Report 797 Licensing and professional registration activities, which tracks licensing and professional registration activities ... |
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