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| | | "I'm the eldest boy!" This is one of the most quotable quotes from the award-winning television show Succession, and while it is somewhat outdated for parents to leave behind their money, or legacy, to one child due solely to birth order or gender ... |
| | | | Andrew Lill is taking over as chief investment officer at Minderoo Foundation in July. Lill was most recently chief investment officer at legalsuper, but it was announced earlier this week he was departing to take on a role outside of superannuation. ... |
| | | | 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 ... |
| | | | ... offerings," Humphrey said. "The acquisition will significantly enhance Count's east coast presence and, importantly, materially grow our exposure to highly attractive wealth segment revenues. "It accelerates our shift toward higher quality, recurring ... |
| | | | ... everything else". He added that the service allows advisers to 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 ... |
| | | | Cbus Property has announced deputy chief executive Chris Kakoufas will officially take on the top job, replacing Adrian Pozzo who is stepping down after 24 years with the business. Cbus Property said Kakoufas is stepping into the position following ... |
| | | | Fidante Partners' emerging markets specialist boutique Ox Capital Management has called it quits after five years. Ox Capital principal and chief investment officer Joseph Lai said: "Following an extensive review by the Ox Capital board, the board ... |
| | | | ... innovation, not incremental change." IP Group added that the launch demonstrates the continued execution of its strategy to grow private capital under management and accelerate the commercialisation of new science and technologies. "This fund strengthens ... |
| | | | Fiducian Group will pay $7.3 million for making false and misleading statements about the socially responsible and ethical nature of its Diversified Social Aspirations Fund (DSAF). Subsidiary Fiducian Investment Management Services (FIMS) entered into ... |
| | | | ... the cost of that inaction is significant," HESTA chief executive Debby Blakey said. "Without reform, the problem will only grow. We need system-level change to make it easier for people to access tax-free income in retirement." The research said all ... |
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