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| | ... through the Midwinter financial advice software. Midwinter head of advice Stacey Cowan said the financial advice software company is "thrilled to be partnering with leading paraplanning providers to create a holistic offer to advisers, ensuring they ... |
| | | ... context it's important to think about the thematic as a source of value. "Implementing technology like AI inside a company will drive transformational transformational change," he said. However, he flagged the importance of having the right strategy ... |
| | | ... "Situations like Ukraine and the global supply chain crises also provide opportunities for investments. What we look for is a company with good sustainable, long-term business offering and strategy; we can then step in, invest, and provide support to ... |
| | | ... Whatever remains in the fund after members have been paid out is to be paid back to Citigroup, as allowed for under its trust deed. While not commenting on specific employee compensation matters, a spokesperson for Citi said that the group, in conjunction ... |
| | | ... 16 to pursue other opportunities, legalsuper confirmed. Before legalsuper, Erichsen had a stint at Australian Retirement Trust as head of operations, and spent more than 14 years at Sunsuper, most recently as executive general manager of customer engagement. ... |
| | | ... market share, which has already grown to 6.7% as of March 2023, as per a Plan for Life analysis of wrap, platform, and master trust. Netwealth chief executive and managing director Matt Heine said: "We are excited to be relaunching an upgraded Core product ... |
| | | EQT Holdings, the holding company for Equity Trustees, confirmed it will exit its businesses in the UK and Ireland. Equity Trustees managing director Mick O'Brien said: "We are advanced in assessing options to determine the best exit from our investment ... |
| | | ... third pillar of retirement funding; confidence in voluntary self-funded retirement from home equity as private property; trust in retirement entitlements and wealth protections; innovative, scalable market-based solutions; purpose-based funding to meet ... |
| | | ... allegations against Mercer Super relate to seven 'Sustainable Plus' investment options offered by the Mercer Super Trust. ASIC notes that the Sustainable Plus options were marketed as being are suitable for members who "are deeply committed to ... |
| | | ... platform significantly increasing inflows from independent financial advisers, Advice further reducing costs, and Master Trust operating more efficiently and delivering strong investment returns for members," George said. "As part of our capital management ... |
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