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| | | ... within the Australian financial advice profession that showcase the highest standards of professionalism and care," FAAA general manager, membership Tania Milnes said. "Financial advice is important for all Australians in maximising resilience and achieving ... |
| | | | ... before...this trend is in stark contrast to the dramatic drop in new fund establishments by Baby Boomers," said Ciara Conway, general manager of super at Stake. Conway noted that the rising adoption of SMSFs by young people is inherently linked to the ... |
| | | | La Trobe Financial chief investment officer Chris Paton has assured investors their money is "safe" after ASIC issued interim stop orders on the 12 Month Term Account, 2 Year Account and US Private Credit Fund Class B products. In response to the orders ... |
| | | | ... Financial, and chief member officer Lachlan East. Some time later chief enterprise services officer Julie Bingham left, while general manager of enterprise design Helen Mills also resigned. The head of public markets Greg Barnes and head of capital markets ... |
| | | | ... L1 Capital to create a $16.5 billion entity. Some 99% of shareholders gave their tick of approval at the extraordinary general meeting (EGM) yesterday. This means that existing Platinum shareholders will own about 26% of the new entity and 74% of it ... |
| | | | Evolution Trustees chief executive Rupert Smoker has passed away at the age of 47. Smoker co-founded Evolution Trustees almost a decade ago and served as chief executive. He was well known in the financial services industry, particularly through his ... |
| | | | ... superannuation. "Clearly, the US has a more mature and developed market. When you think about the service model and just the general business model, much more of the client segment served are across mass affluent, high-net-worth and ultra-high-net-worth," ... |
| | | | ... provide both trustee services and administration and registry support for Ninety Mile Capital." Meanwhile, MSC Abacus general manager Sachin Tokhi said: "Through MSC Abacus, our specialist fund services division, we provide end-to-end fund administration ... |
| | | | LGT Crestone has rebranded to LGT Wealth Management Australia. This firm said the move marks its ambition to lead the nation's private wealth sector and cement its alignment with LGT's global reputation. LGT said for clients, the rebrand reinforces ... |
| | | | ... has continued to "unanimously" recommend shareholders to vote in favour of the L1 Capital merger ahead its extraordinary general meeting on Monday. Grant Thornton, an independent expert appointed by Platinum, was provided with the latest full-year earnings ... |
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