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| | | ... Andrew Howard held several other management positions at the bank, including general manager of people and culture at NAB Wealth and MLC Insurance general manager of group and direct insurance. Before that he was director of integration and manager product ... |
| | | | Perennial Value Management is set to launch its Wealth Defender Equities to the Australian Securities Exchange (ASX) as a listed investment company (LIC). The fund follows Perennial's Wealth Defender investment strategy, based on a diversified portfolio ... |
| | | | While the shortest distance between two points is a straight line, National Australia Bank (NAB) head of wealth Andrew Hagger preferred to take the long way. His journey from the quiet suburb of Adelaide Hills to Melbourne CBD stretched through over ... |
| | | | ... XPLAN Prime solution. The transition to IRESS technology will take approximately two years to complete and will bring all wealth management advice licensees onto the same advice platform. "While full service advisory will remain an important part of ... |
| | | | ... "When you get to the advanced stage of a market, a lot of people feel that they can do it on their own," said Hamilton Wealth Management chief executive Will Hamilton. At the same time, it would appear advice-averse HNWIs are interested in getting help ... |
| | | | ... the ASX, the company raised approximately $4,450,000 in its initial public offering. Spring provides financial planning, wealth management, insurance, superannuation and tax and accounting services. It has assets under advice in excess of $330 million ... |
| | | | ... social, governance and ethical factors". Members include Ethical Investment Advisers, Justinvest Financial Planning, Novo Wealth, Accord Financial Solutions, AJ Financial Planning, Ethical Investment Services, Tas Ethical, DJ Carmichael and Guidance ... |
| | | | NAB Wealth chief executive Andrew Hagger has defended the bank's internal advice review processes to the Senate economics references committee. When asked by the committee why only eight serious process breaches were reported to ASIC - despite recent ... |
| | | | ... grandfathered commission when moving to a new licensee started to transact. The last months of the year saw Financial Index Wealth Accountants (Findex) become Australia's largest non-aligned dealer group after acquiring Centric Wealth and Crowe Horwath. ... |
| | | | National Australia Bank (NAB) head of wealth Andrew Hagger will face tough questioning from the Senate Economics Committee at a hearing in Melbourne this afternoon. "The reason why we called this hearing is because we want to get to the bottom of this ... |
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