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| | | ... Sunsuper just before it merged with QSuper to create ART. McHugh recently served as acting head of investment resilience and planning before Jody Fitzgerald came on board seven months ago from Morningstar. She arrived from QIC, where she served as an ... |
| | | | The Financial Advice Association Australia (FAAA) said it has met with minister for financial services Stephen Jones to raise key concerns regarding the Compensation Scheme of Last Resort (CSLR). FAAA chief executive Sarah Abood and chair David Sharpe ... |
| | | | ... Commission (SEC) obtained a preliminary injunction, asset freeze, and other emergency relief against Atlanta-based Drive Planning LLC and its founder and chief executive Russell Todd Burkhalter after he was found to be running a real estate Ponzi scheme. ... |
| | | | Fiducian Group has reported that its underlying net profit after tax (NPAT) has risen 17% to $17.7 million in FY24, while its statutory net profit after tax increased 22% to $15 million. Fiducian's underlying earnings per share grew 17%, from 48 ... |
| | | | APRA's annual superannuation performance test fails to consider results where it truly matters - at the member level - and ends up missing the mark on ensuring positive member outcomes, according to a financial advice expert advocating for better ... |
| | | | ... investor campaign to stop media giants Seven West and Nine Entertainment from running gambling ads. Ethinvest, a financial planning group, and Future Group, the parent company of super funds including Guild Super and Verve, are supporting the campaign ... |
| | | | The financial advice sector could see the number of registered advisers sink to 11,000 and as low as 5500 in 20 years' time, Rainmaker Information predicts. These are some of the scenarios forecasted in the Rainmaker Adviser report. A more optimistic ... |
| | | | Major acquisitions, including the takeover of Millennium3, helped WT Financial Group (WTL) boost performance in the 2024 financial year. Releasing preliminary results this morning, WTL founder and managing director Keith Cullen said revenue for the ... |
| | | | A mixture of inflows and market rally helped boost Netwealth's funds under advice (FUA), jumping 25.2% to $88 billion in the year to June. The growth comprised net inflows of $11.2 billion and market movement of $6.5 billion, buoyed by the 143,251 ... |
| | | | Financial Advice Association Australia (FAAA) general manager policy, advocacy and standards Phil Anderson has outlined the industry's biggest gripes with the collapse of Dixon Advisory and how it has been handled. Anderson said he is angry about the ... |
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