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| | | ... offers both choice and member protections." To assist clients during this period, InterPrac has established a team of advisers and support staff to work with clients previously serviced by Venture Egg and Rhys Reilly, who is the managing director of ... |
| | | | ... George said. "Our cashflow trends are particularly encouraging, reflecting greater North flows from existing and new advisers, and improvements in flows for the S&I business. These positive cashflows, together with favourable market movements, have driven ... |
| | | | ... Financial principal Richard Rushby will remain with the business, continuing to advise clients, drive growth and mentor new advisers. WT Financial provided advisory and due diligence services to TAG, which said it is targeting more acquisitions. In addition ... |
| | | | ... more. FAAA general manager of education Anne Palmer said the expanded program responds to the heightened demand to from advisers for education in specific advice areas. "By expanding the Specialisations Program, we are helping advisers distinguish themselves ... |
| | | | ... investor funds," Christopher continued. "It appears that these matters may not have been fully disclosed to ASIC, investors, advisers, platforms, or SQM Research. We understand that ASIC has been investigating these matters for a significant period of ... |
| | | | ... sector, the estimate is larger than the $20 million levy cap. In January, the CSLR announced it estimates that financial advisers will have to fork out $70 million to fund the scheme for FY26 - breaching the $20 million cap. Shortly after, former assistant ... |
| | | | Financial advisers have heard how an active, factor-based approach can help eliminate the three-body problem in financial advice. In 1867, Sir Isaac Newton identified the three-body problem. Relating to the laws of gravity, he found that it's impossible ... |
| | | | ASIC fired a stern warning to superannuation funds about "passing the buck" to financial advisers and shedding responsibility for overlooking dodgy investment options as the fallout from the Shield Master Fund and First Guardian Master Fund mounts to ... |
| | | | ... HUB24 and look forward to contributing to the next phase of growth and continuing to deliver exceptional outcomes for advisers and licensees." The platform is currently on track to overtake Insignia Financial as one of the largest platform operators ... |
| | | | ... consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. In this role ... |
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