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| | | ... increasingly using AI for financial tasks but largely continued to favour human advice, with 86% expecting the adviser client relationship to remain important in an AI-enabled future. |
| | | | UBS is relocating a private markets specialist from Switzerland to lead its unified global alternatives (UGA) business in Australia, effective 1 November 2026. Richard Johnson will relocate to Melbourne from Zurich to take on the role of head of UGA ... |
| | | | ... leadership across HLB Mann Judd's independent member firms, supporting the association's focus on technical capability, client service and sustainable growth." The HLB Mann Judd network now comprises nine independent member firms located in major cities ... |
| | | | ... Bravura's regional business, bringing together its capabilities and leadership teams to drive collaboration, deepen client relationships, and support growth across the region, Bravura said. Kennedy joined the company as head of Sonata Alta - Bravura's ... |
| | | | ... help them approach those decisions with greater confidence and support advisers in delivering advice that reflects each client's circumstances," Power said. Retirement Income Optimiser forms part of CFS's broader retirement strategy, following the introduction ... |
| | | | ... investments David Scammell said. "Merchant's ecosystem gives Ironbark access to deeper expertise that will broaden its client offering. Soul Patts remains a committed, long-term partner as Ironbark enters its next stage of growth." Financial Standard ... |
| | | | ... month. Before that, Crampton led the managed accounts and distribution divisions at Milliman Australia and distribution and client services at Atrium Investment Management. He was also the head of sales at Morningstar between 2011 and 2016. He began ... |
| | | | ... they need to achieve their goals and grow." The new chief growth officer will be responsible for building and maintaining client and stakeholder relationships, responding to client needs and strengthening VBP's position as an outsourcing partner to the ... |
| | | | A former employee of the Victorian boutique advice business has been arrested and charged for allegedly trading client's shares without consent that generated close to $500,000 for himself. Emre Tahsin Basar of Victoria, a former employee of BW Equities ... |
| | | | ... superannuation arrangements so both their wealth and insurance needs can be managed through North, supporting a more integrated client experience." Bringing choice and flexibility This year, North launched North Protect, a new group insurance offering ... |
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