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| | | ... landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice. Prior to the announcement, PictureWealth Group was already the fastest-growing planning ... |
| | | | ... record of building distribution teams, securing research ratings and platform access, and developing relationships with advisers, consultants and research houses that support growth in funds under management. Based in Sydney, James will focus on deepening ... |
| | | | ... Office and its law enforcement partners to protecting everyday investors - in New York City and abroad - from investment advisers who violate their legal commitments and seek to deceive clients for their gain or the gain of others." He credited the Federal ... |
| | | | ... confirmed the proposals are subject to a number of conditions. "Having considered all proposals in conjunction with its advisers, the board intends to provide further due diligence access to those parties, which is expected to take up to six weeks," ... |
| | | | ... Capital Gains Tax (CGT) rules, negative gearing, and the tax treatment of discretionary trusts. Against this backdrop, many advisers are already preparing to navigate a changing tax environment. While reforms still require Parliamentary approval, those ... |
| | | | ... venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees. Ian Laughlin, serving as chair, works alongside joint managing director and chief executive Jayesh Bhana ... |
| | | | ... extending the funding burden to SMSFs, saying the current framework already imposes disproportionate costs on financial advisers and licensees. Instead, they called for a broader funding model that includes product providers and other relevant service ... |
| | | | ... whether it's index or active, ETF or managed funds," Hughes said. He noted the strategy sought to address demand from advisers and investors looking for income without significantly altering portfolio construction. "WYNC reflects this evolution, bringing ... |
| | | | ... highly regarded across the industry, with a strong understanding of the local advice landscape and the evolving needs of advisers," Hall said. "These qualities make him well suited to guide the next phase of growth for our intermediary business." Reflecting ... |
| | | | ... overseas - where the aged care sector is more privatised than we see here in Australia - there is an opportunity for advisers to help the aged care sector at home be more sustainable. JBWere investment adviser Casey Ratcliffe works with aged care organisations ... |
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