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| | | ... relationship, the very thing that families thrive on, and so do we," partner Michelle De Lucia said. "Our successful track record of delivering for families comes from taking the time to truly understand them, inside and out." |
| | | | ... solutions, Asia and Europe Alexandra Haggard said the fund has "a distinctive approach, broad product range and proven track record in fixed income investment, and we are committed to servicing our clients to help them meet their investment goals". "As ... |
| | | | IOOF, now known as Insignia Financial, has delivered a firm first half result. The company reported underlying net profit after tax up 79% on the previous corresponding period, a gross margin of $778.4 million up 122% including a six-month contribution ... |
| | | | ... like today, these brought fear in the market. Just like during those times, markets will recover and even proceeded to record new all-time highs. This, despite "hiccups" brought on by the Asian financial crisis of 1997/98; the dotcom bust in 2000; the ... |
| | | | Australian Certified Financial Planners added 164 professionals to the fold last year, taking the total to nearly 5000. The Financial Planning Association of Australia, which is the certification body for the CFP designation in the country, recorded ... |
| | | | ... wealth of institutional client management experience, along with a thorough understanding of local markets and strong track record in the alternatives space. "This will greatly benefit our clients, while helping us realise our own growth ambitions in ... |
| | | | The latest annual figures from the ATO show the SMSF sector bounced back from the horrors of COVID-19 to add $80 billion in the year to 30 June 2021. Releasing data today, the ATO said total assets in SMSFs hit $822 billion at 30 June 2021. This is ... |
| | | | ... functions to develop broader growth strategies. HUB24 did not reveal who has been appointed to the position. "We've delivered record net inflows and strong financial results including an increase of 80% in group underlying EBITDA, whilst continuing to ... |
| | | | ... adding more than 80 staff members. Funds under administration (FUA) grew by 46% to $56.7 billion The platform also enjoyed record inflows of $7.6 billion, a 71% increase. Netwealth boosted its interim fully franked dividend to 10 cents per share, up ... |
| | | | ... to help our clients and the broader industry adapt to the changing landscape. Gunson added that Matika "has a fine track record of large engagement delivery for financial services clients throughout Asia, Australia and the US. "As the new Insurance Leader ... |
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