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| | | ... their hearts and minds and what they value," Leggett says. He says for genuine wealth advisers who are willing and wanting to work in this space, there is an extraordinary opportunity over the next 30-plus years. "... but they need to be vastly different ... |
| | | | ... particularly, for our super fund members, has engaged my drive and enthusiasm, and given me the opportunity to do good, purposeful work. I'm grateful for all these experiences as my career has evolved." He added the influence of family offices and ... |
| | | | ... focus on providing advice at ease. "As you establish your or grow your AFSL, there will be a myriad of challenges. We will work with you, step by step, to get you providing financial advice services sooner and more efficiently," O'Riley added. "Our ... |
| | | | ... that concentration risk, not just market risk, is what many investors should be watching now. He added that as market shocks work through portfolios, diversification is back in focus, particularly beyond the mega-caps. "The market sell-off linked to ... |
| | | | ... leadership, the business has grown from a $0.5 billion portfolio to $7.8 billion, with a further $3.4 billion of development work underway, transforming into one of Australia's leading integrated property investors and developers," Cbus Property ... |
| | | | ... strategy, and requirements to reach scale," he said. "We are now focused on an orderly selldown of assets in the funds and will work closely with Fidante to keep investors updated. I would like to thank the Ox Capital team for their dedication and our ... |
| | | | ... missing out on $5.5 billion annually. "Retirement should be a time when Australians can enjoy the rewards of a lifetime of work. Yet too many Australians are not making the move from saving for retirement to actually living in retirement - and the cost ... |
| | | | A Victorian financial adviser, who was supervised by Ferras Merhi of United Financial Advice and Ferras Merhi Pty Ltd (Venture Egg), has been banned for four years over inappropriate advice and deceptive conduct, including impersonating other advisers. ... |
| | | | Legalsuper will bid farewell to its chief executive Luke Symons, who is set to become chief of Equip Super. It is also losing its chief investment officer. Symons has been named incoming chief executive of Equip Super, taking over on July 1. Last week ... |
| | | | ... and leading the Australian office, and we thank him for his long and dedicated service. Over the coming months, Darren will work closely with the firm to support a smooth and orderly transition," said T. Rowe Price head of APAC distribution Elsie Chan. ... |
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