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| | | ... opportunities for technology-led advice delivery," Willmer said. "Adam will play a key role in supporting the launch of our 2025 product roadmap, which introduces innovative new functionality to our Xplan software that will transform how we serve and ... |
| | | | Australian Bond Exchange (ABE) will partner with ViewTrade Australia to take its over-the-counter (OTC) offerings global. ViewTrade Australia is a subsidiary of ViewTrade Holding Corp, which provides brokerage, technology and financial solutions to ... |
| | | | AMP's statutory net profit after tax (NPAT) slumped to $150 million in the 2024 financial year, nearly half the previous year's result, which the firm attributed to simplification spend and the sale of its advice business. The prior year's ... |
| | | | A new report suggests that the adoption of retirement income philosophies and a new approach to risk profiling would see financial advisers better assist their clients in the retirement phase. Allianz Retire+'s Towards A Retirement Income Philosophy ... |
| | | | ... clients. "Advisers feel their value proposition is often poorly differentiated, in the public's eyes, from accountants, product advisers, and mortgage brokers," the whitepaper said. "At the same time, advice is perceived as something that only wealthy ... |
| | | | Kanish Chugh, former head of distribution at Global X, has scored a top sales role at PIMCO Australia. PIMCO confirmed Chugh's appointment as head of ETF sales. The hire comes eight months after he joined the asset manager as a senior vice president ... |
| | | | ... of Ethics' standards of acting in accordance with all applicable laws and the code; and failed to provide financial product recommendations that were be in the best interests of the client and appropriate to their circumstances (Standards 1 and 5). ... |
| | | | A global financial services and technology company has agreed to acquire a majority stake in Saxo Australia, expanding its offerings to the local market, flagging a brand revamp will be revealed after the completion of the transaction. Johannesburg-based ... |
| | | | Link Wealth has acquired 60% stake in the Hobart-based Sky Advisers, with the acquisition marking a significant step in Link Wealth's broader roadmap across Australia. The partnership will help drive Link Wealth's values, growth ambitions and operational ... |
| | | | Direct indexing platform Briefcase has partnered with Praemium to launch five separately managed accounts (SMA) for retail investors. The five diversified risk-based model portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now ... |
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