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| | Software provider Fin365 is enhancing its capabilities by merging with two other financial services companies, appointing a head of technology services in the process. Fin365 will merge with Optimised Financial Planning Solutions (OFPS) and SMSF Paraplanners ... |
| | | From February 1, ASIC's Financial Advisers Register (FAR) will display whether a financial adviser can provide tax (financial) advice services to retail clients. To provide tax advice services to retail clients, a financial adviser must meet certain ... |
| | | SS&C Technologies has secured Mine Super as its first client to deliver superannuation administration services in Australia. SS&C hopes the new agreement with Mine Super will establish a foundation for its new super administration business in APAC. ... |
| | | In partnering with StepStone Private Wealth, LGT Crestone is providing one of the first open-ended venture capital (VC) funds of its kind for Australian high-net-worth investors. The StepStone Private Venture and Growth Fund, known as SPRING, is already ... |
| | | ... allows QFML to provide financial services that are reasonably necessary for, or incidental to, the winding up the schemes except the Quantum Strata Scheme No. 14 (Scheme 14), which is not being wound up," ASIC said. "Investors in Scheme 14 should contact ... |
| | | ... incurred by the fund in its management of members' investments and do not directly impact a member's account - except for a very small number of low balance members who benefit from capped fee arrangements." Therefore, Crescent Wealth stated ... |
| | | Link Group's Retirement and Superannuation (RSS) business appointed Nicola Scott as its chief financial officer. Scott will be responsible for leading the finance division of RSS, driving efficiencies in the business to support delivery of services ... |
| | | Lauren O'Neill has been named as JANA's new general manager, strategy and innovation, replacing Georgina Dudley, who will become chief executive in December. O'Neill currently serves as JANA's head of client development, bringing over 20 years' experience ... |
| | | ... industry. The $92 billion fund for hospitality and tourism workers has not changed its investment strategy in 20 years except at the margin to take advantage of medium-term opportunities. The industry fund's invested capital remains split between ... |
| | | Speaking at the Financial Standard Technical Services Forum in Sydney this week, Assured Support managing director Sean Graham said that the Quality of Advice Review is disappointing for advisers who have worked hard to build the foundations of an advanced ... |
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