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| | | The Financial Planning Association of Australia (FPA) has re-elected William Johns to its board and welcomed Angela Martyn and Jade Khao as new members. All positions will be locked into a three-year term starting November 22. Johns has held a position ... |
| | | | Apex Group has launched its Global Compliance Solutions offering to the Australian market. The financial service provider said the agile, global single-source solution delivers efficiency, simplifies compliance, and enables business opportunities from ... |
| | | | ... screened by the Financial Standard editorial and data team, and the Association of Financial Advisers and the Financial Planning Association of Australia. As to be expected given the immense change seen in the industry in the past 12 months, there's ... |
| | | | ... roles to internal successors was a testament to the talent within the group and was a culmination of careful succession planning. "For 50 years, this company has had an unrelenting commitment to quality, and we have not deviated from the high standard ... |
| | | | ... Researchers. Generation Life took out the Overall Investment Bond Excellence Award, also recognised with the Bond - Estate Planning Award, Bond - Child Policy Award and Funeral Bond Award. Meanwhile, AIA received the Investment Bond Award and Futurity ... |
| | | | Former Financial Planning Association of Australia chief Dante De Gori has been named as the new head of the global Financial Planning Standards Board. The appointment is effective in January, following the departure of current chief executive Noel ... |
| | | | Australia has been ranked the seventh most financially inclusive market out of 42 around the globe. Principal Financial Group's Global Financial Inclusion Index, conducted by the Centre for Economics and Business Research, is built around three pillars ... |
| | | | ... opportunities. Oberlies joined Vanguard in 2014 as a financial analyst and currently holds the title of director of financial planning and analysis. He has nearly 15 years of financial planning and analysis experience and has previously worked for Energy ... |
| | | | Inflation is posing a greater risk to Australian retirees than ever, necessitating the development of new approaches to manage retirement income threats, according to a Challenger report. With retirees now living for about twice as long post-retirement ... |
| | | | ... formula that weighted, appropriate asset allocation, behavioural coaching, choices and trade-offs, expertise, and tax planning. "There is research that suggests that asset allocation drives over 85% of the investment outcome for an individual, yet this ... |
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