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| | | Tributes are flowing for much loved business development executive Jason Milosevski, who sadly passed away over the weekend, aged 43. Milosevski was a fixture of the financial advice landscape for more than 20 years, building a vast network through ... |
| | | | ... February 2. They voted in favour of keeping the incumbents. McLay and the three directors proposed by Torres Industries did not attend the EGM. Abernethy, who is also Clime's board chair, said that McLay chose not to engage with the board despite numerous ... |
| | | | Active online investor numbers have continued to decline, albeit at a slower rate, according to an Investment Trends report. The report, which surveyed more than 15,000 retail investors and traders in Australia, revealed a contraction to 1.22 million ... |
| | | | ... investments. "Financial advice must only be provided by qualified and licensed financial advisers or financial counsellors, not by individuals or corporations who neither hold an AFS licence, nor are authorised representatives of an AFS licensee," it ... |
| | | | ... highly individualised, and don't correlate with demographic or financial data. The report argues that super funds should not solely depend on such data but should include lifetime income in adaptable solutions to meet diverse member needs. Meanwhile ... |
| | | | ... workshops. "In the workshops, we are pairing up the presenters so that we can offer a different lens to the delegates. So, it's not just strictly a legal view or an accounting view. We've tried in most of the sessions to incorporate an audit ... |
| | | | ... $8 billion asset manager that caters to private wealth firms. Scarcity acquired a 30% interest in Evidentia Group but did not disclose the dollar value. Evidentia works with private wealth firms to build investment portfolios, specifically separately ... |
| | | | ... and director of institutional sales with Robeco. Oaktree declined to comment on Penprase's replacement, saying it does not comment on personnel changes. Separately, Oaktree and the asset manager Brookfield - which owns a majority stake in Oaktree ... |
| | | | ... failing to meet basic member service standards. Notably, ASIC has initiated civil penalty proceedings against TelstraSuper for not meeting internal dispute resolution standards, alleging the corporate fund failed to adequately respond to two in five ... |
| | | | Australian Ethical and Mike Cannon-Brookes-backed Infradebt are launching a debt fund to finance renewable energy projects, alongside ventures in social infrastructure and property development. The infrastructure debt fund will provide capital to solar ... |
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