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| | | ... executive Matthew Fenning said. "Financial 3 Wealth and Marsden Wealth Advisers share our commitment to exceptional client service, a people-first culture, and an innovation mindset, making them ideal partners to lead the establishment of our presence ... |
| | | | ... foundations as a digital-first organisation. With a highly rated append broader digital ecosystem designed for member-focused service, the team are in a great position to continue to drive seamless experiences for members," Arnott said. "Having spent ... |
| | | | A new standard from the Financial Services Council aims to strengthen governance practices across superannuation platforms, including limiting unadvised members to simpler investments, enhancing due diligence of options, and greater oversight of advisers ... |
| | | | ... focus on local investors, align well with our shared commitment to delivering innovative products and best-in-class client service." |
| | | | The chief executive of the Institute of Financial Professionals of Australia (IFPA) has stepped down. Ky Wilson was named IFPA chief executive in July last year after serving as acting general manager for about eight months. She first joined the association ... |
| | | | New research from the Financial Services Council (FSC) reveals digital advice is activating the demand for full personal advice and presents the opportunity for the industry to finally provide regulated digital advice at scale. The role and value of ... |
| | | | ... advisory, hedging, and consulting services on about $350 billion in global assets. In Australia, Milliman FRM provides full-service implementation manager services for superannuation funds. Milliman Australia's practice leader Victor Huang said ... |
| | | | ... receiving the baton from such a high-impact leader as Debby," Campo added. "The nurses, carers, educators, and community service workers that make up the fund contribute so much to the community, and it will be an honour to help them achieve a more secure ... |
| | | | ... knowledge to enhance our wealth capability," Harkness said. "Our clients, particularly ultra-high net worth families, value a service model that is genuinely differentiated - one that combines deep investment expertise with a highly personalised, long-term ... |
| | | | ... well positioned, because of our size, scale and growth, to actually access that and still have sufficient liquidity to service all the needs of our members. So that's the real reason why we're big believers." For Alan Coffey, Baillie Gifford ... |
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