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| | | ... new roles created that were set to report to Michael Saadie. At the time, Financial Standard was aware Auld would take on one of those roles, an expansion of her responsibilities as chief investment officer. Financial Standard understands NAB will commence ... |
| | | | ... BFAs?" "[Financial advisers] talk about insurance with their clients. This should be another form of insurance," she said. One of the biggest problems around BFAs is the myths around them. "I hear on a regular basis that they are not worth the paper ... |
| | | | ... sheets, giving them the flexibility to navigate volatility and seize opportunities." He said the resources sector remains one of the most inefficiently priced markets, presenting significant opportunities for investors who understand its nuances. "By ... |
| | | | One of Australia's oldest family offices is farewelling its head of investment who plans to join TCorp in the new year. Katheryn Young is departing Cambooya to take an institutional role at the New South Wales state investment firm. TCorp has confirmed ... |
| | | | ... away from a subsidiary," he said. The defunct Libertas Financial Planning, which was owned by Sequoia Financial Group, is one example where ASIC cancelled the AFSL for failing to pay an AFCA determination. Last week, ASIC canned the AFSL of RPD Group ... |
| | | | ... to." AMP's professional development programs and initiatives such as the University Challenge have also moved across. "One of the key principles in the transition was having minimal disruption and the maintenance of the services, if not an improvement ... |
| | | | One of Australia's first firms to specialise in managed accounts celebrated its 10th anniversary this month. InvestSense was established in 2014 and has grown significantly over the past decade. In the past three months, InvestSense has grown its ... |
| | | | ... With Ashburn's departure, Prime Super brought its member administration, member servicing and market-facing teams under one umbrella to serve members more efficiently. Former AMP head of retail sales and HESTA head of growth Tim Mitchell-Adams will ... |
| | | | ... been lost, he said, adding that AFCA wouldn't use the best-returning fund as a basis for the calculation. "It's often one of the trickiest parts of what we do, but it's ultimately been endorsed by the courts," Singh said. In effect, Abood ... |
| | | | ... said that more than 80% of financial advisers use Microsoft 365, which has 24 apps natively built in and AI tool, Copilot, is one of them. "Copilot has been out for 10 months in Australia for small to medium businesses, and the innovation that has come ... |
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