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| | | ... will also manage a portion of Foresters' general account supporting its life insurance business. It will also support advisors of a third-party Cetera Financial Group which is looking to buy select assets of the US brokerage and advisory business of ... |
| | | | ... Bendigo and Adelaide Bank has also offloaded its specialist Geelong West SMSF business. The buyer is Business & Wealth Advisors, one of Geelong's largest locally-owned accounting and financial advice practices. The sale is expected to be effective ... |
| | | | ... fellow platform providers HUB24, Netwealth, Praemium and Managed Accounts Holdings. Bell Potter and Bailleau are the advisors on Powerwrap's IPO and Deloitte is the investigative accountant. |
| | | | ... accounts usage continues to grow in Australia, despite educational deficiencies. Global asset manager State Street Global Advisors released research in conjunction with Investment Trends that reveals almost double the amount of financial advisers are ... |
| | | | ... institutional investor base," a Channel Capital spokesperson said. "[We] identified considerable demand from financial advisors, intermediaries, platforms, private banks and their underlying clients for an institutional grade, top performing and differentiated ... |
| | | | ... business. ASIC calculated Linchpin lent about $15 million to itself, Beacon and another company, Risk and Investment Advisors Australia (RIAA). Jason Tracy and David Orr from Deloitte have been appointed as liquidators. |
| | | | Asset consultancy group Frontier Advisors has appointed two new board directors. Cbus board director John Edwards and HESTA board director Deborah Cole have joined the Frontier board. Edwards and Cole will replace long-standing directors Cbus chief ... |
| | | | ... disclosures last year. The Securities and Exchange Commission charged 79 people, including well-known names such as AXA Advisors, Deutsche Bank Securities, LaSalle St. Investment Advisors and Woodbury Financial Services. One year ago, the American corporate ... |
| | | | ... organisations merged in 2016. His previous experience includes working as a chief investment officer at Forte Investment Advisors and senior research analyst at Russell Investments. Tasplan chair Naomi Edwards thanked Lundy for his services over the ... |
| | | | ... back into other Australian asset classes. Bhanu Singh, the head of Asia Pacific portfolio management at Dimensional Fund Advisors, is sold on the global market. "Buy the global market," Singh said. A special feature exploring SMSF investing in the face ... |
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