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| | | The listed wealth group will acquire and merge the businesses of Castle Corporate and Castle Legal for $3.15 million. Castle Corporate assists accountants, financial advisers, and lawyers with the formation of companies, trusts, and self-managed super ... |
| | | | ... Insurance and Superannuation Commission, now APRA. Equipsuper chair Danny Casey welcomed Widdup to the board. "Julian brings a wealth of experience across many large companies, both domestically and abroad. He has successfully led organisations both ... |
| | | | The asset and wealth management industry is set to undergo seismic change in the coming years, according to a new report by PwC. The report, which surveyed 500 asset managers and institutional investors, forecast that 16% of asset and wealth management ... |
| | | | ... delivering outcomes. "His background and broad financial services experience, which spans advice, lending, broking and wealth management, also positions him strongly to offer support to our collective of accounting and advisory firms," he said. Earlier ... |
| | | | ... amount was less than half the current management fee of similar ETFs in the Australian market. BlackRock Australasia head of wealth Chantal Giles said the fee reduction is part of the fund manager's commitment to deliver greater efficiency and better ... |
| | | | ... of abrdn, he is looking for a different type of job - one where he garners a portfolio of super fund, asset manager and wealth platform clients who are looking for advisory expertise as they sharpen up their value proposition. Jollie believes the next ... |
| | | | ... wholesale investors to access the pre-IPO space, particularly in technology, and we have been approached by some large wealth groups to allow access," Considine said. "With the shrinking of ASX exposure to tech companies in recent years through M&A activities ... |
| | | | ... detail to determine the full effect of the judgment and its next steps". "AMP will provide an update in due course," the wealth management firm said. The BOLR changes sprung by AMPFP left many of its advisers up in arms, claiming that they were reassured ... |
| | | | ... investors' portfolios because they identify long-term structural trends and leverage those trends to enable investors to build wealth over time," Hannon said. "It is important for ETF providers to be at the forefront of megatrends that will offer ... |
| | | | ... environment," Brown said. "We look forward to continuing to work with advisors and investors in Australia on their long-term wealth creation plans, now with this flexible multi-sector income strategy being part of the mix." |
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