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| | | ... Finally, in May of this year Westpac announced it was reviewing its business units after determining several lack sufficient scale or where risk outweighed return. These included its wealth platforms, superannuation and retirement products, investments ... |
| | | | ... time," he said. "However, the same factors that keep boutiques lean, nimble and aligned can also make reaching distribution scale a challenge. Mantis was built to bridge that gap and has been investing heavily in people and systems to create a world ... |
| | | | ... and 19% tax bracket and matches superannuation guarantee contributions - but the tax cuts have moved those brackets up the scale," ISA said. "But the LISTO rate has stalled at $37,000 taxable income and the maximum tax refunded is $500 a year, seeing ... |
| | | | ... the industry, he said there are advantages to being with a big institution. "If you want to bring down the cost of advice scale does matter," Whereat said. IOOF, Whereat said, is putting its money on technology being able to combat this affordability ... |
| | | | The Australian Securities and Investments Commission is conducting a review of life insurance advice and plans to consult with the industry on scaled advice this year. Speaking at the Association of Financial Advisers Conference, ASIC senior executive ... |
| | | | ... advisory in Sydney. Chris is highly regarded in the financial services sector as a remediation expert, and brings large scale regulatory change, regulatory response and managed services skills to the growing Ashurst Consulting division," Ashurst head ... |
| | | | ... in the application of quantitative statistical methods at Blackrock, Fidelity, AXA Rosenberg and HESTA. "The increasing scale and sophistication of capital markets drives asset owners toward using more types of data and new technologies, including AI ... |
| | | | ... governor Yi Gang is taking a prudent approach towards monetary policy by not following Western economies by undertaking a large-scale monetary loosening, but will instead look to consumer price stability and exchange rates to help the economy recover. ... |
| | | | ... Morgan Stanley said. "A leader in value-add fixed income solutions, Eaton Vance fills product gaps and delivers quality scale to the MSIM franchise. The combination will also enhance client opportunities, by bringing Eaton Vance's leading US retail ... |
| | | | ... or AMP funds get categorised as underperforming under the new APRA test. "...but we would expect both should benefit from scale giving them a key competitive advantage," it said. Specialised platforms Netwealth and HUB24, with their advised-superannuation ... |
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