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| | | Willis Towers Watson acquired two managed investment schemes from Profile Financial Services, as the latter looks to focus its efforts on financial advice. The two multi-asset, multi-manager unitised schemes have been operated by Profile since their ... |
| | | | ... as head of sales, effective yesterday. The ASX-listed investment firm promoted Labib from her previous role as head of adviser services to the newly created head of sales position, aligning with the company's objective to spearhead Australia's fixed ... |
| | | | Managed accounts assets jumped 19% in the year to June to reach a record high of $161.7 billion. This is according to the latest Institute of Managed Account Professionals (IMAP) and Milliman figures, which canvassed 48 firms in their survey. Separately ... |
| | | | Insignia Financial has named a state manager for New South Wales, as well as a new national manager for multi-asset investments. Firstly, Andrew Rockliff has started a new job as state manager for New South Wales. He was promoted from national sales ... |
| | | | ... offering to Australia, Singapore, Hong Kong, Greater China, and Japan. During his tenure, Prasad helped launch digital wealth adviser SaxoWealthCare in Singapore and Hong Kong and oversaw the introduction of the SaxoSelect managed portfolios in Australia ... |
| | | | Natixis Investment Managers has expanded its Australian Financial Services Licence (AFSL) to target retail clients, affording broader access to strategies from its collective of global investment managers. Natixis IM country head of Australia and New ... |
| | | | ... the economy, chief executive and managing director Garry Crole said. Ezzat-Daniel Nesseim, a former Libertas financial adviser, is currently serving a three-year correctional order, including home detention, for providing fabricated evidence as part ... |
| | | | The Spire Oaktree Special Opportunities Fund offers wholesale investors exclusive access to opportunistic credit and special situations. The fund builds on a three-year partnership between Spire Capital (Spire) and Californian-based Oaktree Capital ... |
| | | | ... account for personal investment decisions aligned to values and beliefs." "We encourage our members to speak to a financial adviser before considering whether to make a change to their investment decision or portfolio," Crescent Wealth said. "While we ... |
| | | | ... positive momentum and expect synergies to flow consistently over FY24 and beyond". In June, ASIC banned former Madison adviser Stephen Vick for recommending that clients roll over their existing superannuation to a newly established self-managed superannuation ... |
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