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| | ... advice, platforms, superannuation, and asset management, and a strong client focused culture which can be leveraged to create value for all stakeholders, including shareholders, clients, advisers, and members," Hartley said. "Insignia has an exciting ... |
| | | ... team - responsible for fund mergers - will now report to Travis in the new executive structure, focusing on enhancing the value to merger partners. Aware Super chief of staff and group executive for Victoria, Karina McPhee, will lead a newly created ... |
| | | ... wake of the Royal Commission. "Ross has been exactly the chief executive we needed," Chronican said. "He reminded us of the value of getting the basics right, simplification and exceeding customer expectations." Chronican said it's particularly pleasing ... |
| | | ... he said. Meantime, QMV executive director Michael Quinn said the firms both believe coming together creates a compelling value proposition for clients. "Put simply, QMV is buying in, not selling out," Quinn said. "The transaction creates a welcome ... |
| | | ... partner with Euroz Hartleys, to deliver a range of investment opportunities and solutions to support the Euroz Hartleys client value proposition in market," Mason Stevens chief investment officer Jacqueline Fernley said. "Our unique and flexible menu ... |
| | | Actively managed funds and ESG strategies suffered the biggest outflows in 2023 at a combined $57.7 billion. According to Calastone's Global fund flows report, actively managed strategies lost $42 billion (US$27.2bn), eclipsed by passive equity ... |
| | | ... "Accommodation hotels fit perfectly within our specialisation as an alternative real estate asset manager, where we add value by identifying unique situations and actively managing assets for the benefit of investors." In October last year, MA Financial ... |
| | | BlackRock is set to add momentum, quality, and value ETFs to its range of iShares Factor ETFs. They will also be the first of the manager's products to be listed on Cboe Australia. BlackRock iShares is introducing three new ETFs later this month, while ... |
| | | ... that caters to private wealth firms. Scarcity acquired a 30% interest in Evidentia Group but did not disclose the dollar value. Evidentia works with private wealth firms to build investment portfolios, specifically separately managed accounts (SMA). ... |
| | | After lagging equities the past two years, real estate investment trusts (REITs) are an attractive investment opportunity in 2024, according to Principal Asset Management. In a recent outlook report for listed REITs, Principal Asset Management chief ... |
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