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| | | ... actively recruiting for a replacement. L1 Group confirmed the appointment, saying reflects an extension of its direct-to-client sales channel. Before Wingate, Rosen was managing director of Prime Capital Partners, a boutique investment firm focused on ... |
| | | | ... trust established in 1989, invests predominantly in prime direct retail properties across Australia with an institutional client base. Its operations involve the acquisition, management, leasing, administration and disposal of retail real estate assets. ... |
| | | | HUB24 has strengthened its executive leadership team with the creation of a new chief operating and innovation officer role, bringing technology, innovation and strategy implementation under a broader remit. Jason Hair has been appointed to the newly ... |
| | | | Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR have signed memorandum of understanding (MoU) with Nvidia to mobilise half a trillion US dollars ($709bn) of third-party capital to further accelerate the buildout of artificial intelligence ... |
| | | | The Association of Superannuation Funds of Australia (ASFA) said Australia's Compensation Scheme of Last Resort (CSLR) is the only scheme of its kind worldwide funded from the retirement savings of people who cannot claim from it, and that needs to ... |
| | | | ... determinations against the business exceeding $1 million and clients awaiting refunds totalling about $11.3 million. One client had also commenced legal proceedings to recover a $3 million investment. Equitable Financial Solutions was subsequently placed ... |
| | | | ... increases have continued year-on-year, reflecting strong demand for financial advice and the ability of practices to grow client numbers despite ongoing workforce constraints, the survey found. Licensee satisfaction also reached a record high, with 84% ... |
| | | | Evans and Partners chose Bloomberg's buy-side technology solution to expand its active bond managed discretionary account (MDA) offering. The wealth management firm, part of E&P Financial Group, will implement Bloomberg AIM as its order and investment ... |
| | | | ... from former clients. ASIC also permanently banned former financial adviser Barry King after finding he had misappropriated client funds and provided false documents. The regulator disqualified former Victorian property development director Kylie Campbell ... |
| | | | The traditional 60/40 portfolio may no longer provide the protection retirees need, with advisers urged to rethink portfolio construction as market volatility, inflation and longevity risks reshape retirement planning. Speaking at the Advisers Big Day ... |
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