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| | | Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ... |
| | | | Perpetual, for the first time, has laid bare a decade's worth of data, unveiling insights into the philanthropic and charity sectors. In a special edition of its annual philanthropy insights report, the wealth manager said despite incremental changes ... |
| | | | LGT Crestone has inked a deal to scoop up Commonwealth Bank's (CBA's) remaining personal advice business, which serves high-net-worth and ultra-high-net-worth clients. Commonwealth Private Advice has around 500 clients with assets exceeding $5 billion. ... |
| | | | ... will remain on as a director, owner, and financial adviser, focusing on long-term growth through the Principal Edge family office offering. All staff from Principal Edge, including its six advisers, will remain in the business, and both brands will continue ... |
| | | | ... specified in the Act. To prevent the issue re-occurring, the life insurer has implemented measures of ensuring the back office is appropriately staffed; updated process documentation and training; additional communication and improved arrangements with ... |
| | | | David Andrew, the managing director at Capital Partners Private Wealth Advisers, is stepping down after 25 years. Andrew founded the West Australian firm in 1999. It's since grown to employ more than 50 staff and service over $2 billion in assets. ... |
| | | | Prime Super has recruited a former Media Super chief investment officer to lead the investment team. Michael McQueen joins the $7 billion industry fund as general manager of investments, replacing Jane Kang who left last year. In the new role, McQueen ... |
| | | | ... have engaged in widespread misconduct, including underreporting income from offshore entities to the Australian Taxation Office. Ellison will face board-imposed financial penalties totalling $8.8 million, along with the loss of up to nearly $10 million ... |
| | | | ... The real estate fund manager is extending its footprint, establishing a presence in Perth and adding a second Queensland office. Payton Capital has opened an office in Perth and another in the Gold Coast, also announcing four appointees to take the helm ... |
| | | | Perpetual is rolling out a global leadership restructure in its asset management arm, in a move that sees the departure of its chief risk and sustainability officer. As it gears up to become a standalone asset management business following the sale ... |
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