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| | | ... in advice firms that share similar values - under an equity ownership plan. It believes this expansion will allow it to reach thousands more Australians at a time when the advice gap is widening. However, Calder clarified that Viridian's growth strategy ... |
| | | | ... advocate for super fund members on all systemic matters relevant to super and retirement. "As balances grow and more members reach retirement age, the long-term interests of members are best served by a compelling voice that is focused on protecting ... |
| | | | Two senior executives leading distribution and investment strategy respectively have exited Global X ETFs amid a local restructure. Head of distribution Kanish Chugh has been made redundant just shy of 10 years of tenure. Chugh started out as a business ... |
| | | | ... investment committee member for the solution Eli Staub added the firm is aware that personal financial advice is beyond the reach of many young adults. "Due to the heavy compliance burden on the industry and resultant fee structures," he explained. "We ... |
| | | | ... said: "The rules around personal advice and the loss of advisers across the industry mean that advice firms that want to reach and help the broadest possible audience can't do so the traditional way and need to leverage innovative technology." "We're ... |
| | | | ... for our members," he said. "We've had a period of growth through mergers that has increased our member base and our reach into the media, arts, print, energy and electrical sectors." Chatfield was permanently appointed to the role of chief investment ... |
| | | | Integrity Life will not take on any new retail advised business, saying the decline in risk advisers has forced a strategic pivot. Integrity Group, the parent company of Integrity Life, said it undertook a review of the business' strategy, considering ... |
| | | | Six months after the sale was announced, LGT has officially taken on abrdn's discretionary funds management business in the UK and Jersey in exchange for about $275 million. Under the deal, originally reached in February, LGT Wealth Management has absorbed ... |
| | | | Managed accounts assets jumped 19% in the year to June to reach a record high of $161.7 billion. This is according to the latest Institute of Managed Account Professionals (IMAP) and Milliman figures, which canvassed 48 firms in their survey. Separately ... |
| | | | ... and service offering, while upgrading our capabilities in ESG, data, digital and, as we continue to expand, our geographic reach," she concluded. Earlier in the year, NZ Super Fund chief executive Matt Whineray announced he would step down from the top ... |
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