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| | | Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti. Last November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly ... |
| | | | ... halving event will create even more bullish market conditions for Bitcoin," Anziani said. "While we have witnessed some recent selling, this is very similar to the consolidation phase we've noticed in previous halving cycles and overall, we believe this ... |
| | | | ... less demanding job. Only 1% plan to study or retrain. Deloitte Australia actuarial consulting partner Andrew Boal told a recent event that most Australians tend to focus on the financial aspects of their retirement and not the "non-financial dimensions ... |
| | | | The chair of Sequoia Financial Group, John Larsen, has resigned from the position and his replacement has been appointed. Larsen's last day as chair was April 18 following five years at the post. He will stay at Sequoia as a non-executive director and ... |
| | | | Seven years on from its launch, Spaceship Super is being merged into a larger offering. Following a due diligence process, Spaceship's trustee Diversa has chosen to undertake a successor fund transfer that will see Spaceship become a sub-plan of ... |
| | | | The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share. Rainmaker's analysis of the ASIC Financial Adviser Register (FAR) shows that the population ... |
| | | | ... journey from client onboarding to advice presentation is integrated, intuitive, and innovative." The update follows the recent addition of two-way sharing of data between intelliflo and its partners Product Rex and Omnium. "Research data is sent back ... |
| | | | ... report," he said. Similarly, property investors claiming deductions are never far from the ATO's watchful eye as a recent review found 90% of tax returns were full of errors. This year, Chapman said investors can expect the ATO to crack down on excessive ... |
| | | | ... clients' trusted adviser and the ringmaster of their financial affairs, which is a key driver behind our growth strategy and recent decision to establish a mortgage and lending business," Cook said. "We also have great capability with self-managed super ... |
| | | | ... towards the "return" of financial advice, following the government's favourable response to the Quality of Advice Review. "Recent data indicates the exodus of financial advisers has 'bottomed out'. The government's recent favourable response to the Quality ... |
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