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| | | Advisers should be mindful of consistently carrying out processes and procedures for all clients or risk getting caught out, warns an industry expert. This is a common pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing ... |
| | | | Thank goodness Australia doesn't celebrate Thanksgiving Day - there won't be anything to give thanks for when it comes around next week. While we're at it, Santa Claus may not be coming to town either. I'm not in a "Grinchy" mood today, it's just the ... |
| | | | Leaders from across the financial services industry have welcomed the 'Yes' vote in favour of legalising same-sex marriage. Zurich, Vanguard, Westpac, Australian Ethical and CBA have all expressed delight at the result and affirmed their commitment ... |
| | | | A new impact investment fund aimed at leveraging private investment in small and medium enterprise in the Asia-Pacific region has been launched by the Australian Government. The $40 billion emerging markets impact investment fund will support SME's ... |
| | | | The former principal of Sherwin Financial Planners was sentenced to 10 years imprisonment for fraud. Bradley Thomas Sherwin was found guilty of 25 charges following an ASIC investigation arising from of the collapse of his financial planning business ... |
| | | | Media Super has appointed a general manager, investments. Norman Zhang joins the super fund from Frontier Advisors, where he was lead consultant. Prior to that, he was a consultant at Ernst & Young and a commercial credit cards service consultant at ... |
| | | | Professional athletes represent a significant business opportunity for financial advice practices, with wealth managers standing to benefit from understanding their unique financial planning needs. According to GlobalData, financial advisers will do ... |
| | | | Say what? "Business conditions hit an all new high in October, although leading indicators suggest the possibility of some pull-back in coming months. The business conditions index jumped by an impressive 7 points in October, to +21 index points, which ... |
| | | | The head of managed fund sales at State Street Global Advisors in Australia is relocating to the US headquarters in Boston for a senior role. Starting in the new year, Amy Johnston will lead a sales team across the Americas servicing corporates, endowments ... |
| | | | Real Asset Management Group (RAM) appointed a new chief operating officer. Oliver Mourant joins RAM from Enhance Group, a Jersey-based investment consultancy firm he co-founded in 2005. There he was responsible for its overall operations, helping to ... |
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