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| | | ... for negative news and unusual flows. Some also employ a range of monitoring controls, like overseeing holding limits, adviser trends, and event-based monitoring, and compare the choice products offered by their peers. In relation to the final metric ... |
| | | | ... shareholders. AWAG aims to build a platform of "house of brands" and the acquisition will help the wealth manager to boost its adviser count to approximately 40. It hopes to grow the number to 80-100 by June 2026. First Mutual's strategic associations ... |
| | | | Generation Life has appointed Brendon Rodda as general manager, sales. Rodda joins Generation Life from Allianz Retire+ where he was chief distribution officer, a role he had taken on in March 2024. Prior to that, Rodda also held roles at Challenger ... |
| | | | ... performance measures. But we didn't get time to do that during the year," he said. He did, however, reset financial adviser incentives "to create a path toward client ownership" and introduced employee share vesting programs. Clime's private ... |
| | | | Ironbark Asset Management has snapped up a head of wholesale and two national account managers as it ramps up its push into the local market. The team is led by Paula Gigler, based in Sydney, who will report to Ironbark investment solutions chief executive ... |
| | | | Superannuation administrator GROW Inc has secured two heavyweight hires to spearhead its people and product functions. Trevin Erichsen has been named chief product officer, with HR specialist Marcus Waterreus taking on the role of chief people officer. ... |
| | | | A survey by the Financial Advice Association Australia (FAAA) found Australians with a financial adviser are more confident in their perceived quality of life. According to the FAAA's 2025 Value of Advice Index, 93% of advised Australians say they are ... |
| | | | The North Managed Portfolios Insight Report by AMP indicates the mainstream popularisation of managed portfolios in the past year. The report references recent IMAP and Milliman data showing total managed portfolio assets under management (AUM) has ... |
| | | | Entireti has launched Salita Portfolio Services (Salita), its new managed account and portfolio management service. The platform is designed to support all licensed and self-licensed practises within its network, which comprises Akumin, Fortnum, Personal ... |
| | | | Financial advice firm Lorica Partners is merging with Multiforte Financial Services, 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 ... |
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