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| | | ... partner. Fisher, who arrived from RF Capital, the Roberts Family Office, was head of alternatives before taking on her current role. Genevieve Murray, managing director of responsible investment and listed equities, and Paul Banks, head of portfolio ... |
| | | | ... positioning while also helping deliver the firm's broader priorities, including client-led initiatives and solutions for current and future clients. Jaramillo joined Fidelity in August 2021. Before that, she was a senior responsible investment adviser ... |
| | | | Former Perpetual chief executive Geoff Lloyd will become executive chair of the fund manager's wealth platform following its recent acquisition by Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion ... |
| | | | ... depends on fiscal considerations, international developments and Cabinet deliberations," he said. Chalmers added that the current tax system is "outdated" and weighs on younger Australians. He said reform would have a substantial focus "on our intergenerational ... |
| | | | Entireti is partnering with global financial technology firm Communify to build a digital platform which uses artificial intelligence (AI) to centralise data for its advisers and clients. Entireti's ERA platform will gather, analyse and organise data ... |
| | | | ... its final report this week, publishing four key findings. The committee said it received consistent feedback that the current design of the discount rules results in "a degree of concessional treatment relative to labour income which can distort decision ... |
| | | | Arthur J. Gallagher & Co. (AJG) has acquired Queensland financial advice firm Asset Partners Private Wealth. Robina-based Asset Partners Private Wealth was acquired for an undisclosed amount by Illinois-headquartered AJG. The advice firm previously ... |
| | | | Rest has invested US$250 million in the US Cities Retail Fund (USCRF), managed by Nuveen Real Estate, broadening its exposure to retail property. USCRF invests in neighbourhood shopping centres in major US markets. Rest head of real assets for investments ... |
| | | | Sequoia Financial Group said it is in "advanced discussions" with an unnamed buyer interested in taking over InterPrac Financial Planning. Updating shareholders on the future of InterPrac, Sequoia said "discussions remain incomplete and there can be ... |
| | | | ... average value of fund assets (up to $5 million), or 10% of average revenue. Under the third option, ASIC would increase the current $5 million cap on the average value of fund assets limb of the concessional NTA requirement to a higher dollar amount. ... |
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