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| | | ... strengthen our growth trajectory by enhancing our capabilities and broadening the sectors we represent, supporting financial advisers in delivering solutions aligned to Australians' evolving wealth needs," Generation Life chief executive Felipe Araujo ... |
| | | | ... firm's long-term wholesale distribution strategy while deepening relationships with dealer groups, independent financial advisers, private wealth firms, family offices, research houses, platforms, and consultants. She brings over 20 years of industry ... |
| | | | ... MUFG Pension and Retirement Services-formerly Link Group-to GROW Inc. proved contentious for HESTA members and financial advisers, with the fund enforcing an extensive seven-week period of limited services. HESTA terminated its decade-long partnership ... |
| | | | ... management (AUM) has increased by 25% in FY25, reaching $256.24 billion by June 30. Report findings show that two thirds of advisers now use managed accounts, despite only one-third of advised assets being in managed portfolios. AMP general manager of ... |
| | | | ... modern, scalable service that is focused on delivering quality portfolio solutions and a better experience for clients and advisers." Salita is led by executive general manager of research and investment solutions at Entireti John Carnevale, and Entireti's ... |
| | | | ... uniting the two 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 ... |
| | | | ASIC is urgently calling on financial advisers to review the accuracy of their Financial Adviser Register profile if they intend to continue providing advice into 2026 and beyond. The regulator said, based on current information, some 3459 advisers ... |
| | | | ... Australians, Acenda said. Acenda's new TPD Severity option aims to offer more flexibility around existing TPD options, allowing advisers to tailor cover to their clients' individual needs. Acenda chief executive, individual insurance Gerard Kerr said ... |
| | | | ... Shield and First Guardian collapses can access recourse. Anne Street Partners, Nextgen Financial Group, Dover Financial Advisers, Spectrum Wealth, Libertas Financial Planning, and Brite Advisors are also on the list of advice groups where claims against ... |
| | | | About three years ago, robo-advisers, one by one, began dropping like flies. The likes of Six Park, Upstreet and Advice Intelligence either folded or were acquired. Even Ellerston Capital's ethically based robo-adviser, which launched in early 2023 ... |
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