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| | | ... configuration required. Briefcase specialises in tax-aware direct indexing and personalised investment portfolios, with its solutions accessible through Australian wealth platforms including BT Panorama, Netwealth, Bell Direct, nabtrade and Praemium. ... |
| | | | ... capability, connect investment research with practical adviser support, and work with advisers to develop portfolio solutions tailored to their clients' investment needs. Newman brings over 25 years' experience to the role, combining research leadership ... |
| | | | ... clients represent," Misra said. She said Cienfuegos experience would strengthen the firm's ability to design investment solutions while maintaining a focus on long-term growth. "We're delighted to welcome David to IFM. His appointment strengthens our ... |
| | | | ... overseas. With dedicated senior leaders, Alceon will be well-positioned to offer our partners and investors more tailored solutions and a streamlined pathway to investment opportunities or capital," Gribble said. The appointments follow the addition ... |
| | | | ... partnership suite." MAM head of ANZ wealth Brent Andal said the launch expands its offering through innovative investment solutions managed by institutional-quality managers. "Private wealth clients are increasingly seeking access to private markets ... |
| | | | ... and operations officer Jason Komadina, who took the role in August 2025. He was joined by general manager of advice solutions Marc Hraiki, who also moved to the group at the same time. A number of sales and consulting roles were also impacted by the ... |
| | | | ... outliving their savings. "A lifetime income solution will play a key role in Aware Super's broader range of retirement solutions, providing greater income confidence and longevity protection for those members who place higher value on these features," ... |
| | | | ... as an enabler of wellbeing - for us and the people we care about," he said. Gopal said the industry needed to provide solutions that better reflected the costs of ageing and helped people make informed decisions about spending, gifting and future care. ... |
| | | | ... its acquisition of Oracle Group, rebranded as Count Wealth, and an equity partnership investment in Tailored Lifetime Solutions. Separately, Count reported a strong start to the new financial year, with first-quarter revenue rising 23.2% to $52.1 million ... |
| | | | ... assets in Australia, as many investors have sought to replace higher-cost active investments with targeted index-based solutions to suit their risk, return and fee budgets." Betashares currently manages over $7 billion across its factor-based equity ... |
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