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| | Tributes are flowing for much loved business development executive Jason Milosevski, who sadly passed away over the weekend, aged 43. Milosevski was a fixture of the financial advice landscape for more than 20 years, building a vast network through ... |
| | | ... Brokers, is "the next step in iExtend's proactive licensing journey". Securing the CAR arrangement is an important development in iExtend's journey as it demonstrates the businesses commitment to maintain adviser engagement and conversations ... |
| | | ... they are high quality such as the Clique service. "This also frees our advisers to do more advising." In a separate development last week, Sequoia sold the Yield Report to Finexia Financial Group (FNX) for 500,000 ordinary shares in FNX and established ... |
| | | ... with 27 years of industry experience. He arrived from Challenger, where he worked as a senior institutional business development manager. Penprase began his career in equities at Global Funds Management, which became part of Tyndall Investment Management ... |
| | | ... Planning will be part of Intelligent Money Partnership, an integrated financial services offer that is currently in development. "Listening to our financial advice practices informed the new Intelligent Planning offer and gave us the confidence to move ... |
| | | ... launching a debt fund to finance renewable energy projects, alongside ventures in social infrastructure and property development. The infrastructure debt fund will provide capital to solar, wind, hydro, geothermal, and energy storage projects, that are ... |
| | | ... Portfolio Associates as its first Australasian chief executive in 2013. Before that, he held senior roles in business development at Russell Investments, BNP Paribas, and BT Portfolio Services. He will report directly to Cameron Lochhead, the global ... |
| | | "AI mania" will over-promise and underdeliver for financial advisers, while superannuation funds are tipped to give digital advice a boost, Finura Group's 2024 predictions reveal. In the latest Australian wealth tech predictions report, Finura highlights ... |
| | | ... qualifications, pass the exam, complete an initial professional year of work and training, and undertake continuing professional development. Bryn Evans, a private wealth adviser at Integro Private Wealth, said the announcement is welcome news as it ... |
| | | ... industry for more than 20 years. Before joining Perennial, he spent over three years as a senior institutional business development manager with BNP Paribas AM, promoting its suite of environmental and sustainable solutions across global equities, fixed ... |
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