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| | | ... family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals. The majority (70%) of participants that have ... |
| | | | ... capacity to respond to people who approach the regulator seeking litigation against a company or person, Longo said ASIC does not have the resources to investigate every claim. Longo said in the space of a year, ASIC will receive upwards of 10,000 complaints ... |
| | | | AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices. Advisers will have access to portfolio performance tracking and dedicated content ... |
| | | | ... inflation is an important piece of the strategy, says a Challenger report. Investments much achieve a real rate of return that not only provides growth but also offset inflation over time. But managing inflation risk is particularly crucial during retirement ... |
| | | | ... the appointment of Gregory to oversee Blue Owl's local institutional business is emblematic of that approach. "We did not want someone who was a rank-and-file salesperson," said Clarke, who plans to open a Sydney office in four months. "We wanted ... |
| | | | ... services. ASIC's investigation found that she rendered personal advice to 121 clients in circumstances where she knew that she did not meet the prescribed education and training standard. Baaini worked at AMP Financial Planning between July 2011 and ... |
| | | | ... with a focus on reviewing each of the current businesses units and strategically assessing those that are losing money or not garneting a sufficient return on the funds employed," the disgruntled shareholders said. "We believe that the end goal will ... |
| | | | ... the two of us in 2001, to a global company of over 11,000 employees and over $US4 billion in annual revenue, Atlassian would not be the company it is today without Scott. I am truly grateful to have had him by my side every day for the last 23 years. ... |
| | | | ... US$45 billion in assets under management among 850,000 customers. It will only transition accounts and associated AUM and not staff, technology, or operations involved in running the robo-advice offering. The transition is expected to take place around ... |
| | | | ... liquidity required to maintain share prices close to the underlying net tangible assets (NTA)". Platinum said PAI and PMC were not immune to the affects of the general market sentiment and as such a formal strategic review would take place. "The scope ... |
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