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| | | ... a commitment to raising professional standards. As the profession continues to evolve amid regulatory reform, changing client expectations and technological advancement, influence extends well beyond business success alone. Click here to view the full ... |
| | | | The regulator has commenced another review of the Financial Advisers Register (FAR) to check if relevant providers have met the qualifications standard. Since 1 January 2026, all personnel providing personal advice to retail clients on relevant financial ... |
| | | | ... of institutional for Australia and New Zealand at Franklin Templeton Investments before that. She also served as head of client service at GMO Australia between 2001 and 2011, and held investment specialist, product and consulting roles at NAB, MLC and ... |
| | | | ... from 18.1% a year earlier. Funds under management reached $6.7 billion at September 30, up 31.3% year on year, reflecting client growth, net inflows and market movements. Humphrey said the integration of the Oracle businesses was progressing as planned ... |
| | | | LGT Capital Partners is preparing for a leadership transition as the global alternatives investment manager moves to the next phase of its growth, with its long-serving chief executive set to step into a board role after almost three decades at the ... |
| | | | The corporate regulator has called for improvements in audit quality and financial reporting after its latest surveillance found companies, including superannuation funds, are still not getting the fundamentals right. Report 842 ASIC's oversight of ... |
| | | | ... sales. Hodgkinson was previously principal, distribution at ECP, where he was responsible for business development and client relations, before joining the Australian arm of one of Europe's largest asset manager. He also spent six years in business ... |
| | | | ASIC is proposing to keep a tax advice carve-out for licensees for another five years, allowing advisers and accountants to comment on the tax implications of financial products that fall outside their AFSL, provided they give clients a written warning. ... |
| | | | As more Australians enter retirement, the phase increasingly resembles a "distinct" economic life cycle, making better retirement planning essential rather than just an opportunity for financial advisers. Speaking this morning at the Financial Standard ... |
| | | | J.P. Morgan Asset Management (JPMAM) said there is growing demand from the ultra-high-net-worth segment in Australia. Speaking at the JPMAM 2026 Asia Summit, JPMAM Asia Pacific chief executive Dan Watkins said the Australian market is the second most ... |
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