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| | | ... best practice strategies. Downey has spent close to 10 years at MLC, having held roles such as national sales manager - wealth protection products, NSW state manager - insurance and investment sales and head of aligned sales. Most recently he has held ... |
| | | | ... are consumers worried about? What are they thinking about? Obviously I have to think about what my members want across wealth, funds, asset management, life insurance, superannuation, financial advice networks and trustee companies, but it's important ... |
| | | | Advocacy group Protecting Seniors Wealth has launched a new education program designed to address an increasing trend in financial abuse of the ageing demographic. The program titled "Lead with impact" consists of workshops, presentations, tailored ... |
| | | | Large pension funds, including superannuation and sovereign wealth funds, are increasing their exposure to alternatives to preserve or improve return, according to the OECD 2015 Large Pension Funds Survey. The report noted that pension funds in general ... |
| | | | ... under administration and relationships with some of Australia's leading licensees and advisers," Sharp said. "Alex brings a wealth of financial services and business experience to the company and is a well-respected financial services executive who has ... |
| | | | ... of people looking to incorporate their views on environmental, social and governance (ESG) issues into their long-term wealth goals. The new trust combines a systematic approach to sustainability with the firm's core equity methodology. It screens companies ... |
| | | | The SMSF Association has formed a new partnership with stockbroking and wealth management firm Morgans Financial to improve professional standards in the SMSF sector. The association and Morgans have committed to work together to provide a range of ... |
| | | | Wealth managers in Australia will need to employ more client-centric strategies and make better use of technology if they want to capture a share of the sector's $280 billion (US$200 billion) global revenue opportunity, according to EY's 2016 global ... |
| | | | Ascot Securities has added to its investment team with the appointment of the head of its private wealth division. Evan McQuire was appointed to the role as part of Ascot Securities' expansion and growth program and will be responsible for pursuing ... |
| | | | ANZ Wealth has announced a range of updates to its insurance offerings with key focuses on affordability, product awareness and simplicity, and the relationship between financial advisers and their clients. From today customers at OneCare who have combined ... |
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