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| | | Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers. The acquisition will see the integration of more than 185 client families across ... |
| | | | ... risk. Investors also believe that, operationally, small caps are more volatile than large caps," Sheridan recently told Financial Standard. This is typically because in a large cap portfolio there are five or six businesses that will average out the ... |
| | | | ... inclusion of account numbers in a client's written consent for the deduction of ongoing advice fees. ASIC is reminding financial advisers and superannuation trustees to ensure they're complying with client consent requirements when entering ongoing fee ... |
| | | | ... uncertainties could lower euro area growth by dampening exports and dragging down investment and consumption. A deterioration in financial market sentiment could lead to tighter financing conditions and greater risk aversion and make firms and households ... |
| | | | Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have ... |
| | | | New modelling from the Financial Services Council (FSC) shows that up to 1.8 million Australians currently in the workforce could be impacted by the proposed superannuation tax under one of the four scenarios. The four scenarios consist of: $3 million ... |
| | | | More than 350 industry professionals turned out for Financial Standard 's night of nights, honouring the best and brightest in advertising, marketing and sales. The annual Financial Standard Marketing, Advertising and Sales Excellence (MAX) Awards ... |
| | | | ... have access to iCapital's suite of alternative investment solutions and analytics tools. He joins from Insignia Financial, where he served as chief distribution officer, overseeing sales, client relationships, and product governance. He departed ... |
| | | | ... actuary who has worked extensively in the pension and insurance areas globally, Tagwira brings extensive experience in financial services with a strong background in leadership, risk quantification and management, and operations. Her career includes ... |
| | | | ... a six-month stint as an investment analyst at Pacific National from August 2018 to January 2019, where he developed financial models, evaluated capital project proposals and assisted in preparing comprehensive reports for the board and investment review ... |
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