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| | | Financial advisers can now access premium content and portfolio analytics via J.P. Morgan Asset Management's upgraded adviser portal. JPMAM said it's focused on "providing access to new tools and functionality in a more customised way for advisers." ... |
| | | | ... 2022. The figure was even higher for younger advised investors, with ETFs accounting for almost half (49.2%) of buy trades via advisers for those aged between 18-24. This was a 5% increase on 2022. For those aged between 25-49, ETFs made up more than ... |
| | | | ... Stevens' outsourced chief investment office (CIO) service to ensure the unique investment needs of its clients are met via an enhanced capability. Euroz Hartleys said the partnership is testament to its dedication to excellent service and delivering ... |
| | | | ... the proposed $3 million tax is going to affect advising clients, be it from a death benefit or contributions perspective or via investment strategies. There'll also be discussions on alternative investment vehicles [and] wealth management strategies ... |
| | | | ... 2020 following its acquisition of CommInsure Life. In all, Lacheur spent about 15 years with CommInsure, climbing the ranks via roles in distribution and operations, with her final role prior to the AIA transition being acting general manager, life product ... |
| | | | ... has managed multibillion-dollar client mandates on the ground, including Australian real estate equity and debt strategies via PGIM Real Estate, and providing debt financing to domestic corporations through PGIM Private Capital. Briant said he was "thrilled" ... |
| | | | ... Brighter Super held $7.6 million in BAE, $879,000 in Elbit Systems, $11.7 million in Honeywell, and $2.1 million in Thales via index-based international shares mandates. "The holdings in these companies are held through two externally managed index-based ... |
| | | | ... on Monday that the company, which went into voluntary administration last year, had been purchased for an undisclosed sum via the family office of Klark and Brooke Quinn. Klark Quinn is the son of Queensland-based entrepreneur and self-made millionaire ... |
| | | | ... March 2019 and April 2023, in contravention of these orders, Fuoco was involved in carrying on a financial services business via five companies. These include State Advice, Ansa Finance, AFSL Group, About Advice, and Advice Now. ASIC is now seeking orders ... |
| | | | ... island developments, Walker was a well-known philanthropist, having donated millions of dollars to various community projects via the Walker Family Foundation. Some of the ventures include investing $20 million in the Powerhouse Museum at Parramatta ... |
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