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| | | ... more. "Among AdviceTech Stars, usage rose from 30% in 2024 to 42% in 2025, and a further 21% plan to implement it in the next two years," the report found. "Automation tools can warrant that every client interaction is logged, every recommendation is ... |
| | | | ... turned positive when inflation in advanced economies averaged above 2%. "With this threshold expected to be breached over the next five years, investors may increasingly seek exposures with clearer and more-differentiated portfolio roles. Certain hedge ... |
| | | | ... However, nearly two thirds of respondents said they are not planning on increasing their allocation to private markets over the next three years. Around half of respondents said they currently utilise a SMA or managed account. Of those currently considering ... |
| | | | Aware Super and TelstraSuper have moved to the next stage of their merger plans, signing a binding Heads of Agreement to create an entity with nearly $235 billion in assets. Providing an update to its members, TelstraSuper chief executive Chris Davies ... |
| | | | ... then the staff has loved their new environment, which is a transparent, highly active, and moving business." Targeting the next generation, Clime has taken to social media to reconnect with existing clients and their children. Clime's engagement ... |
| | | | ... and Japan (5%). The Knight Frank report projects there will be US$90 to US$110 billion in private credit growth over the next three years across Australia, Hong Kong SAR, India and South Korea. Australia is expected to drive nearly 50% of this expansion ... |
| | | | ... leading range of best-in-class investment solutions. I'm excited to join the team and look forward to contributing to this next phase of growth." The restructuring has resulted in the departure of Scott Baker, who served as research and strategic ... |
| | | | ... companies under the Lorica Partners brand. Multiforte's clients will continue working with existing advisers for the next 12 months, as the staff transition into the Lorica structure under existing roles and responsibilities. Multiforte's co-founder ... |
| | | | ... against each fund was largely in line with their membership size, with AustralianSuper receiving the most at 1183, HESTA was next in line with 540, followed by Australian Retirement Trust (ART) was next in line with 500, and Cbus with 328. The vast majority ... |
| | | | ... specified courses in commercial law and taxation law to be able to provide tax (financial) advice to retail clients from next year. ASIC said some 1143 need to do this. ASIC is urging advisers to have their licensee ensure the FAR is updated on their ... |
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