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| | | ... resources, as well as research coverage of over 250 companies. "Our acquisition of Wilsons positions Canaccord Genuity Australia as one of the leading integrated wealth management and capital markets firms in Australia, differentiated by scale, deep ... |
| | | | ... the financial year contributed to the ongoing simplification of our business. This included the separation of MLC from NAB - one of the largest wealth management separations in Australian financial services history, and the establishment of an industry-first ... |
| | | | ... licence obligations, and other conduct related to advice, insurance, and misleading and deceptive or unconscionable behaviour. One example cited by ASIC was a report of a financial adviser that obtained the signature of a client with dementia across ... |
| | | | ... to join its finance team. (Want to know more? Read: How Global X leapfrogged State Street in June this year ) Global X is one of the fastest growing companies in the sector. In 2023, it had set a target of growing its asset base from $6.2 billion to ... |
| | | | ... remains at the forefront of the Australian financial advice ecosystem." Meantime, Press said she is excited to be joining one of the country's largest super and retirement platforms. "MLC Expand's propriety tech stack is one of - if not the - most contemporary ... |
| | | | ... director Cameron Spittle recognises that larger firms typically have more bandwidth compared to smaller practices. "Thirty-one percent of practices now have more than five advisers, and these larger firms hold on average $15 million more in funds under ... |
| | | | ... productivity gains, trialling new capabilities, and fostering a culture of shared learning and collaboration, Funds SA confirmed. One of the reasons behind the strategy, Piteo explained, is that as interest in AI grows, Funds SA recognised "there's a ... |
| | | | Gold Coast-based financial adviser Andrew Rankin has been banned for four years for failing to act in clients' best interests by pushing them to invest in the Global Capital Property Fund (GCPF) and Pivotal Diversified Fund. The banning took effect ... |
| | | | Vision Super is divesting G8 Education in response to horrifying allegations of child sex abuse at one of its centres. The company was added to the list of investment exclusions in Vision Super's responsible investment policy on July 27. In June ... |
| | | | ... any CEO succession," Iress said. Last week, Iress made the role of deputy chief executive Harry Mitchell redundant nearly one year after he was promoted to the position. As deputy chief executive, Mitchell assumed additional operational responsibilities ... |
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