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| | | The Financial Advice Association Australia (FAAA) supports Treasury's proposed education reforms for financial advisers, noting they will provide significant flexibility for new entrants without reducing the rigour of the current settings. With ... |
| | | | ... $806 million, supported by sales in lifetime annuities and guaranteed income solutions, particularly in retirement and aged care. Challenger Index Plus sales jumped 41% to $629 million. "With APRA's new capital standards for insurers of longevity products ... |
| | | | ... aligns with the spirit that Financial 3 was built on - our clients can look forward to a continuity of service excellence and care." Marsden Wealth Advisers principal Richard Marsden added: "Joining Esencia Wealth holds great appeal, as I can keep delivering ... |
| | | | Rest is bolstering its total portfolio approach with a new mandate, while appointing an executive to help grow its digital member services. Rest will implement UK-based Rimes' total portfolio view capability through its investment platform, Matrix ... |
| | | | HESTA has appointed Robbie Campo as its new chief executive, set to take the reins from the outgoing Debby Blakey in August. Campo has served as chief executive of ESSSuper for around four years. Prior to that she led Cbus' brand, engagement, advocacy ... |
| | | | AZ NGA has acquired Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). FWA specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale ... |
| | | | ... barriers." This comes as the cohort continue to prioritise saving enough money for retirement (72%), covering health and aged care costs (65%), and maintaining their lifestyle (53%). But the cost-of-living pressure continues to undermine retirement confidence ... |
| | | | ... with an opportunity to set out its position on this issue more clearly and build on the existing commitments to take extra care and treat people with empathy, compassion and respect, which are in turn supported by specific commitments in the code. Kell ... |
| | | | Ben Palmer, the former chief executive of GESB, has been appointed managing director and chief executive of a newly formed funds management business. Perth-based Affinity Capital Group has launched Affinity Funds Management, selecting Palmer to spearhead ... |
| | | | AMP head of corporate pensions Chris Jansen has retired after just shy of four decades with the wealth manager. Jansen held several roles throughout his tenure, mostly relating to AMP's superannuation offerings, including head of product - superannuation ... |
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