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| | | ... private wealth space, the income manager said. He was most recently head of retail at IML, a role he held for 13 years. In total he spent 17 years at IML before departing earlier this year. He has spent about 25 years in business development, including ... |
| | | | ... of this new commitment, Qualitas' funds under management (FUM) has grown to approximately $5.33 billion, representing a total net growth of 25% since June 30. Qualitas said the deal represents a clear demonstration of the ability of the real estate private ... |
| | | | ... people to CFS's Essential Super between July 2013 and June 2019. Under an agreement, CBA was entitled to 30% of the total net revenue derived by CFS from the product every financial year. In total, this amounted to about $22.7 million over nine payments. ... |
| | | | ... institutions. The open banking connections provided by Envestnet | Yodlee allow advisers to access a view of their client's total financial lifecycle. Lumiant co-founder and global chief executive Santiago Burridge said: "When it comes to advice ... |
| | | | ... option for Australian investors," he said. "Our aim with this strategy is to bring better downside protection and potential total return to existing income focused portfolios." The fund has already received an initial research rating of 'Recommended' ... |
| | | | ... around, 76% of candidates were attempting it for at least the second time. The sitting saw a pass rate of 52%, bringing the total proportion of advisers to pass the exam to 92%. Following the results, it was estimated about 500 advisers would not have ... |
| | | | ... asset management and said its usage to manage non-custodial investment has remained steady for most advice firms with a total of 26.7%. Uptake has increased with AdviceTech Stars to 51.2% from 34.1% meaning usage of this technology has the potential ... |
| | | | ... have switched to a more conservative risk profile in the past six months in a bid to safeguard their retirement savings. In total, this year has seen almost 20% of super members make a change to their risk profile, 11% of them taking a more conservative ... |
| | | | ... that you've got your pricing proposition, perfecting your asset and drive profitability," he said. WTL further reported total revenue was up 664% to $103.63 million from FY2021 $13.56 million. It had an underlying operating loss of $998,000 and wrote ... |
| | | | ... through net flows of 2.3%, according to the Rainmaker Information Wholesale Managed Funds Net Flows report. However, the total market decreased by 4.3% or $29 billion, from $681 billion to $652 billion, primarily due to negative financial markets and ... |
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