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| | | ... five years earlier to invest in its development, operations, sales and marketing. Intelliflo provides financial planning, client onboarding, CRM, compliance workflows, and reporting solutions. Based in the UK, intelliflo was founded in 2004 and is used ... |
| | | | A former financial adviser accused of stealing millions from clients will finally face court after being extradited back to Australia from New Zealand. Marion Pearson allegedly stole $4.1 million from 13 clients between January 2009 and October 2013. ... |
| | | | ... model." "Our leadership in the high-net-worth segment continues to build momentum, underpinned by significant enterprise client wins across Spectrum, SMA and Scope+. With the successful integration of OneVue well underway and continued investment in ... |
| | | | Regal Partners has reported funds under management to June 30 of $17.7 billion with new FUM inflows of $700 million in 1H25. Regal said this brings its 12-month net inflows to a record of $1.9 billion, up 120% on the prior corresponding period. Statutory ... |
| | | | ... growing parts of the advice profession because they provide advisers and licensees with a superior way of delivering better client outcomes that more closely align with client goals," Potter said. "We are seeing continued evolution of the technology ... |
| | | | ... billion. The increase was a combination of organic growth in clients' funds under management and the addition of a new client in Allianz Australia. " These results underline the strength of HSBC's Securities Services offering throughout Asia and ... |
| | | | ... agree to talk to someone else. Thus, they get consent for someone, either a financial adviser or other, to talk to the client," Anderson explained. "Thus, the removal of the anti-hawking exemption for financial advisers is not a good solution, however ... |
| | | | ... involved in the business, Canaccord Genuity said. The combined wealth operations will have $17 billion in fee-generating client assets and about $42 billion in funds under advice. Meantime, the merged capital markets division will provide comprehensive ... |
| | | | After reporting a $185 million loss last year, Insignia Financial has clawed its way back to a $16.1 million profit in FY25. Insignia Financial has undergone an extensive cost optimisation program in recent years, which included transitioning its master ... |
| | | | Netwealth Group has delivered its results for the financial year ending June 30, recording "exceptional growth" across all key metrics. Netwealth recorded funds under administration (FUA) of $112.8 billion, which was a 28.2% surge from FY24, while total ... |
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