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Showing 1331 - 1340 of 5048 results for "Quality"

Partners Wealth appoints private wealth lead

JAMIE WILLIAMSON  |  MONDAY, 23 MAY 2022
... building relationships with clients and ensuring that their needs are met through the provision of exclusive and high-quality investment opportunities that we're able to source," Lally said.

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
... essential, so we invest heavily in the learning and development of our advisers to ensure more Australians can access quality advice," Kennedy said.

Clime acquires private wealth firm

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
... the purchase. "The acquisition of MTIS fits into Clime's strategy to create wealth for our clients, supported by high quality advice. Pauline, Anna and the team have an outstanding track record of assisting their client to achieve their financial aspirations ...

BlackRock launches ESG model portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 18 MAY 2022
... products were initially designed for advice firm Bell Partners, she added. "These ESG Portfolios aim to provide institutional-quality asset allocation across a range of client risk profiles. The creation of these portfolios also helps advisers reduce ...

GQG Partners expands Australian team

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... boutique would be critical to GQG's brand expansion in the Australian wholesale market. "David and Muneeza are both high quality and well-respected sales professionals and their appointments are a key step in further strengthening and expanding our presence ...

Good isn't good enough for the super system: Byres

ANDREW MCKEAN  |  TUESDAY, 17 MAY 2022
... superannuation challenges, APRA said it would continue to work with the government and stakeholders to promote and deliver high-quality retirement outcomes for Australians. The regulator would do so by leveraging its system-wide perspective to pursue ...

AXA IM adds to ESG fund suite

RACHEL ALEMBAKIS  |  MONDAY, 16 MAY 2022
... investment growth and a positive and measurable impact on the environment. The fund is an actively managed portfolio of high-quality, growth-oriented companies operating in key investment areas impacted by the finite amount of natural resources, AXA ...

We knew people would leave the advice industry: Hume

ANDREW MCKEAN  |  FRIDAY, 13 MAY 2022
... Hume said. Despite the turbulence in the advice industry, Hume was optimistic about the affordability, accessibility, and quality of financial advice available to Australians. Moreover, she added: "Not everybody needs a full financial plan on day one ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... firm is excited by the deal, which is its first investment outside of the US. "Koda has successfully established a high-quality independent advice business in the large and growing wealth market in Australia - a market that we see as very attractive," ...

Aura, Montgomery ink distribution deal

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
... the last decade, and the distribution capability within Montgomery," Craig said. "We look forward to providing a high-quality income solution to the Montgomery clients." The fund is available on Macquarie Wrap and has a minimum investment of $100,000. ...