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| | | Financial services technology provider Bravura Solutions has partnered with Future Group for the initial phase of its digital advice rollout, which is now underway. The partnership will provide members pre-retirement personal advice tools, and a public-facing ... |
| | | | Betashares has launched the first offering from its newly established private capital division, the Betashares Private Capital Cliffwater Private Credit Fund. The unlisted fund provides wholesale investors and financial advisers with cost-effective ... |
| | | | Voting for Australia's most influential financial advisers in the 2025 Financial Standard Power50 is now open. The shortlist of 120 financial advisers who have progressed to the voting stage after receiving more than 200 nominations has been revealed. ... |
| | | | ... portfolio and the depth of new business pipeline, they expect to see continued revenue growth in the coming year. The long-term client relationships, recurring fee structures, and prudent cost management practices support this positive outlook." Wight ... |
| | | | The government has dumped the inquiry into wealth management companies that would have dissected the collapse of firms like Dixon Advisory and the impact on the Compensation Scheme of Last Resort (CSLR). In September 2024, the government referred the ... |
| | | | ... its eighth year - has introduced a new Value of an Adviser Index, which ranks the five components based on how they drive client satisfaction, with a higher score indicating greater influence. Expertise ranked first with an index score of 118, as appropriate ... |
| | | | ... development integration. Meanwhile, Longmore, deputy head of the LDI & government segment, has been recognised for his client leadership and development of the group's insurance house views. Liam Chiodi and Charlie Hurst, who were recruited as analysts ... |
| | | | The AFSL of MWL Financial Services has been cancelled, while both its director and its compliance manager have copped bans after they allegedly helped funnel more than $150 million in investments into the Shield Master Fund. MWL recommended Shield to ... |
| | | | ... tax to $51.5 million, however funds under advice rose 9% to $21.5 billion thanks to net inflows from a new institutional client and an improvement in equity markets. "We were pleased with the underlying performance of our wealth management business given ... |
| | | | ... of our scale to unlock new revenue opportunities and to remove costs, expanding our investment solutions and enhancing client outcomes. This is how we will create long-term value and drive the future of accounting and wealth." Count completed 11 transactions ... |
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