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Showing 1511 - 1520 of 11776 results for "HELP"

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... light on the positive, life-changing advice that FAAA members provide to their clients. By supporting the FAAA Awards, they help us celebrate commitment, talent, and passion within our profession." The winners will be announced at the annual FAAA Congress ...

MFF Capital Investments to acquire Montaka Global Investments

ANDREW MCKEAN  |  TUESDAY, 8 OCT 2024
MFF Capital Investments has flagged its intention to acquire Montaka Global Investments in a bid to sharpen its "research focus and capabilities". The acquisition is expected to be finalised by early 2025, pending final agreements. Montaka Global's ...

AustralianSuper expands US footprint, names executives

KARREN VERGARA  |  FRIDAY, 4 OCT 2024
... chief investment officer Damian Moloney said, "the region is of great strategic importance to the fund and its members". "To help members achieve their best financial position in retirement we need to have an on-the-ground presence in global financial ...

'Alarming' figure in retirement research

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
... compound returns at retirement, Gen Z will benefit from a 12% super guarantee rate for most of their working life, which will help supercharge their balances," Kerlin said. The survey found that one-in-two Australians believe super would be their main ...

Under the hood of a top global fundie

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
Investment management firm GQG Partners has achieved extraordinary success across its core strategies - global equity, international equity, emerging markets equity, and US equity. All these strategies belong to an exclusive club of long-only active ...

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... success of the business. I'm confident that my experience and skills will complement the existing capabilities of the team and help drive the business forward," he said. Partners Private, which launched in 2021, has introduced over 40 wholesale investment ...

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
Private wealth adviser Craig Roberts of Elston Private Wealth in Queensland has been awarded the Gwen Fletcher Memorial Award for the second semester of 2024 by the FAAA. The award recognises the highest performing student in the Certified Financial ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... Stantins founder and practice principal Spiros Livadaras said the move will improve Stantins' cross-selling capacity and help to generate more opportunities. "In our commitment to continued growth, it was crucial to find a partner who not only understands ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
MUFG Pension & Market Services has acquired 100% of financial software Moneysoft, with plans to integrate the technology into its retirement product portfolio. Moneysoft has become part of the Retirement Solutions business at MUFG Pension & Market Services ...