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| | | Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ... |
| | | | Alison Savas has been appointed as the new investment director at Orbis, working with Eric Marais, head of clients - Australia and Vern du Preez, investment specialist, at the global contrarian fund manager. Prior to the move, Savas was an investment ... |
| | | | ASIC has disqualified Ashod Ohan Balanian from managing corporations for five years for his involvement in three failed companies which operated a cryptocurrency fund. Balanian is disqualified until at least 31 March 2031. ASIC found Balanian engaged ... |
| | | | Digital assets providers will be required to obtain an Australian financial services licence (AFSL) under new legislation. The Corporations Amendment (Digital Assets Framework) Bill 2025, which amends the Corporations Act 2001 and the Australian Securities ... |
| | | | ... capability within the fund including a successful custody and administration transition. "The fund delivered personalised service, good consistent outcomes for members and passed the APRA performance test comfortably each year," REI Super said. "Claire's ... |
| | | | ... operating officer in February this year. The partnership supports AZ NGA's plans for a financial advice hub in the area to service key locations like Young, Wagga Wagga and Orange, where many individuals and families have complex advice and succession ... |
| | | | New laws that ban the ability to discriminate based on adverse predictive genetic test results in life insurance underwriting have passed parliament. Minister for financial services Daniel Mulino said Australians should not feel discouraged from undertaking ... |
| | | | ... Rest. Commenting on his new role, Lill said the opportunity at Minderoo was too good to pass up. "I loved creating a full-service operating model as part of the internalisation strategy at Rest and equally, I've been passionate to be a key driver ... |
| | | | Women are expected to inherit an estimated $3.2 trillion over the next decade, creating demand for tailored advice, legacy planning and retirement income design, State Street Investment Management said. State Street's first module of Reimagining Retirement ... |
| | | | ... oversight. APRA said Fiducian lacked management of potential conflicts of interest, particularly in relation to related-party service providers that advise investment options made available on the platform. Under the additional conditions, applicable ... |
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