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| | | Financial advisers won't be competing with non-relevant providers to provide advice as they're occupying different worlds and serving different needs, Quality of Advice Review chair Michelle Levy says. Speaking to Financial Standard for an upcoming ... |
| | | | ... having a good manager and respondents experiencing lower levels of burnout, job churn, and quiet quitting. "With this in mind, when you look at the responses from the financial services industry, they paint quite an interesting picture," he said. "Compared ... |
| | | | Munro Partners and Tribeca Investment Partners have been appointed as core fund managers for Hearts and Minds Investments (HM1). Munro and Tribeca will replace Paradice Investment Management at the end of its term. The mandate is for an initial three-year ... |
| | | | The biggest threat to retirement portfolios could be complacency, Vertium Asset Management chief investment officer Jason Teh has told the Financial Standard Best Practice Forum on Retirement Income. Speaking at today's event, Teh warned bull markets ... |
| | | | ... ensure the security of each person's retirement income until their end of days," the report said. "This grants peace of mind to cover the cost of anything unexpected and most importantly, the opportunity to enjoy a fulfilled and comfortable life." ... |
| | | | In anticipation of a recession, Equipsuper chief investment officer Andrew Howard says the revamp is the culmination of a six-month drive to get the right people in place. Providing an update to Industry Moves, Howard says he's confident the fund ... |
| | | | Challenger has named Alex Bell its new chief financial officer following Rachel Grimes' decision to step away from executive positions. Bell will commence the role in December and brings over 22 years of financial services experience across Australia ... |
| | | | After three years in the role, Andrew Hagger has stepped down as chief executive of Twiggy Forrest's Tattarang and the Minderoo Foundation. In an announcement late yesterday, the private investment group said Hagger has decided to transition out ... |
| | | | ... quantified. Only 55% of Australians are considered financially literate, but 83% of advised Australians report feeling peace of mind about their future. "The value of an adviser isn't limited to their positive portfolio impact. Advisers are experts ... |
| | | | Austbrokers Life and Australian Unity Personal Financial Services (AUPFS) are partnering to offer clients access to a broader set of capabilities focused on enhancing financial wellbeing. AUPFS will deliver strategic and other support to Austbrokers ... |
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