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| | | ... reflects the business's focus on wealth and retail distribution segments, where the firm sees "significant" opportunities as client portfolios grow more sophisticated and distribution models shift towards long-term partnerships. Further, Federated Hermes' ... |
| | | | ... Complaints Authority (AFCA) has determined inappropriate advice provided by Financial Services Group Australia (FSGA) led to one client's $200,000 financial loss. In December, AFCA said it received more than 1800 complainants in relation to the collapse ... |
| | | | ... top-down, macroeconomic analysis and quantitatively driven portfolio construction, overseeing approximately US$20 billion in client assets. As part of the transaction, Richard Bernstein Advisors founder Richard Bernstein will join Janus Henderson as ... |
| | | | ... international footprint, allowing us to leverage State Street's global expertise to expand our offerings and strengthen client relations, driving robust growth in key markets outside of Qatar," he said. "We are creating a superior servicing model that ... |
| | | | ... private equity and credit secondaries, utilise the "structurally underpenetrated" Asian markets, strengthen institutional client relationships, and accelerate EQT's private wealth offering with four evergreen products with a total net asset value of ... |
| | | | Former financial adviser from Western Australia, Anthony Paul Torre, has been sentenced to six years' imprisonment. Torre's sentencing was backdated to 29 January 2025 in a verdict handed down by the District Court of Western Australia. Torre ... |
| | | | ... institutional consulting offer to advisers. "Advisers are facing increasing complexity - in markets, regulation, product and client expectations," Roga said. "Steven brings a rare combination of deep technical expertise and practical consulting experience. ... |
| | | | Apostle Funds Management has confirmed that managing director Mitchell Gunman has resigned after just one year in the role. Chief operating officer Adam Camillo has stepped in to manage day-to-day operations, with executive chair Karyn West supporting ... |
| | | | ... recently served as head of wealth solutions. In his new role, he will be responsible for aligning sales, partnerships and client growth across all DASH products, with a focus on sustainable revenue growth. Louw spent almost eight years at Morningstar ... |
| | | | Boutique adviser Allied Wealth has appointed a Perpetual investment professional as its new chief investment officer. Eddie Lee has quit the financial services giant and will join Allied Wealth at the beginning of February. Lee has over 12 years of ... |
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