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| | | Financial advisers need to tackle inherent behavioural bias in members and build simpler frameworks to improve retirement outcomes, according to research by Industry Fund Services (IFS). The whitepaper, published in collaboration with Challenger, identified ... |
| | | | ... leadership, Milford Australia has built a high-performing distribution team, established relationships with over 700 advisers, and grown funds under management to $700 million," Milford said of her departure. "van Berlo has been with the business since ... |
| | | | ... and this is another important step to delivering on those and continuing the significant momentum we have built with advisers more recently," Maloney said. "We are excited to be welcoming Kristine to AMP. Her deep experience and leadership transforming ... |
| | | | ... Shield. In total, the initial estimate for FY27 is $137.5 million. With $126.9 million expected to be paid by financial advisers, the balance is split between the securities dealing, credit intermediation and credit provision sub-sectors. Securities ... |
| | | | ... institutional credit expertise with MST's hybrid leadership, we can deliver a truly comprehensive income platform for advisers and investors as markets evolve. MST will continue to focus solely on income, credit, and structured strategies within its ... |
| | | | JANA Investment Advisers has elevated six senior leaders, deepening its bench across investment consulting, research and operations. The promotions come after the recent appointments of the firm's new heads of sustainability, infrastructure and ... |
| | | | ... against all defendants, including orders disqualifying Maikousis from managing corporations in the future. Among the advisers attached to MWL, ASIC has banned Jovan Videkanic, Wade Spooner, Rocco D'Amelio and Robert Crossing in the last year. |
| | | | ... team will be responsible for the fund's growth strategy and strengthening relationships with independent financial advisers (IFAs). He will also lead a team of on-the-ground super specialists, managing the fund's relationships with nearly 1600 ... |
| | | | ... leave' proposition for some fund managers, a Financial Standard event heard. Speaking at the recent Financial Standard Advisers in Focus event in Melbourne, HMC Private Credit head Craig Schloeffel said some managers will need to assess their position ... |
| | | | ... Research downgraded Shield's rating to 'hold' in December 2023. The reports were distributed to financial advisers and super trustees, subsequently leading some 5800 people to invest in Shield. In many cases, people invested in Shield after ... |
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