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| | | ... leading an industry association. Maria Lykouras will take over as chief executive of the Stockbrokers and Investment Advisers Association (SIAA) from next week. She replaces Judith Fox, who announced her intention to retire earlier this year. The two ... |
| | | | ... worked in sales roles at Colonial First State, Implemented Portfolios and Perpetual. "There is a growing appetite among advisers, platforms and family offices for alternative investments that offer diversification and growth," Rozis said. "Federation ... |
| | | | ... failures, both manager and product restrictions proposed by investment platforms, and the declining numbers of retail advisers, suggest that the outlook for small scale retail funds has become difficult and it may be terminal. Winding down our retail ... |
| | | | ... same time, our responsibility is to pursue outcomes that are sensible, commercial, and in the best interests of clients, advisers, shareholders, and staff," Ryan said. He added that the group is in discussion with both Netwealth and Macquarie following ... |
| | | | ... management and talent development platform Striver to launch a program that supports the next generation of financial advisers. The initiative will streamline high quality graduates and job seekers into the Entireti's network of member firms, including ... |
| | | | ... management and retirement income. In these roles he was involved in managing investor relationships across family offices, advisers, asset consultants, and institutional clients. Most recently Price served as head of distribution and investment operations ... |
| | | | ... while leaning on advice and making informed decisions with family and legacy in mind." Meanwhile, the use of professional advisers has risen, with 26% of HNWs now advised, controlling $1.41 trillion or 35% of assets, as investors now prioritise building ... |
| | | | ... Darren Hall said that the launch of the fund reflects the growing local demand for alternative credit solutions among advisers and family offices. "Unlike most existing offerings in the Australian private credit market, which see significant concentration ... |
| | | | While financial advisers have marginally increased the number of clients on their books to 112 on average, they aspire to serve 36% more, a new Colonial First State (CFS) survey finds. Advisers on average have increased the number of clients served ... |
| | | | ... take some responsibility for the scheme. "If there was any justice, part of the CSLR burden would be on ASIC and not the advisers who did nothing wrong. ASIC was too slow out of the gates. They can deny all they like, but the facts speak for themselves," ... |
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