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| | | ... another example of how North continues to innovate in retirement solutions, ensuring we are the platform of choice for more advisers across Australia," Hutchison said. Meanwhile, the platform has also added Innova Asset Management, AZ Sestante, and Watershed ... |
| | | | ... of adviser to provide holistic retirement advice, a role some believe should be reserved for professional independent advisers, and that the breadth of these rules could set parameters for this category of adviser to provide advice across a wide range ... |
| | | | ... Capital Haus was launched in Sydney in 2022, with the firm also has presences in Townsville. It is currently housed to 14 advisers and AU$300m in assets under management across three different markets. |
| | | | ... as director of business development three years ago from Vanguard Investments, where he oversaw retail distribution to advisers in NSW and ACT. Bullock's exit comes as GQG Partners recorded US$1.7 billion net flows in January, bringing its total ... |
| | | | The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ... |
| | | | ... advice more accessible to people across the country," Fogarty said. "I'm eager to be part of this journey and to help advisers grow their practices in a sustainable and highly professional way that helps lift the standards in our industry." In January ... |
| | | | ... Impact Investment Summit Asia Pacific heard this morning. Rachel Halpern, the head of sustainability at JANA Investment Advisers, stressed the need for institutional capital to be deployed to impact investing. "We must have it. It's not going at ... |
| | | | ... multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across New South Wales and Queensland. Both firms are part of the professional advisory group ... |
| | | | ... provide this type of advice - whether it'll fall to the proposed "new class" of adviser, or only professional financial advisers, many of whom are "already working successfully" in super funds. The FAAA has consistently maintained that retirement ... |
| | | | ... housing shortage, and aged care policies are dominating client concerns in the lead up to the Budget. While 82% of the advisers surveyed highlighted that clients were neither optimistic nor pessimistic towards the Budget, changes to superannuation, including ... |
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