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| | | ... senior ESG integration analyst. She moved to Cbus from JB Were, where she also covered responsible investment following a five-year stint at Equip Super during and after its merger with Catholic Super. There, she researched property and infrastructure ... |
| | | | A veteran superannuation and funds management executive has joined Sydney boutique private credit start-up Kingsmen Capital Partners as its inaugural chief investment officer. The firm, which launched a few weeks ago has appointed Brendan Casey to the ... |
| | | | ... Macquarie Group for two years. She started her career at Mortgage Choice. Williams,who took over the role from Stephen Fletcher a year ago after Fletcher became a client portfolio manager at GSFM's fund manager partner, Munro Partners, welcomed her ... |
| | | | ... annual awards, which comprise six awards in total. The finalists of the FAAA Certified Financial Planner Professional of the Year Award are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent Advisory's ... |
| | | | ASIC has banned another former Crown Wealth Group staffer from working in the financial services industry for showing incompetence in addressing fees-for-no-service (FFNS) misconduct. Brendan Rodwell, who was the director of Crown Wealth Group, was ... |
| | | | ... Council (SMC) said the law will be a gamechanger in tackling unpaid super which now costs Australian workers $5.7 billion a year. "The introduction of Payday Super legislation has been a long time coming, it's time to get this done," SMC chief executive ... |
| | | | ... personal advice provided by phone-based advisers, Rest said. Rest's digital tools are used on average about 30,000 times per year, representing around 85% of all advice interactions, the fund confirmed. Rest chief member officer Simone Van Veen said ... |
| | | | ... Research estimates 2.8 million Australians are approaching retirement in the coming decade, doubling the influx of retirees each year from 150,000 to 300,000. Alongside this influx, the amount of super held by age 65 will also double, from $750 billion ... |
| | | | Janus Henderson Investors (Janus Henderson) has launched the Janus Henderson Global Smaller Companies Fund in Australia. The new fund will provide Australian investors with access to potential growth opportunities through global smaller company investments. ... |
| | | | New research has revealed that one third of Australian pre-retirees and retirees over the age of 50 are financially unprepared for retirement, facing a savings shortfall of at least a decade. Fidelity International's latest research, in partnership ... |
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