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Showing 781 - 790 of 11685 results for "Make"

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial advisers will need to improve public awareness to win over millions of Australians, many of whom still don't know what an adviser does or how they add value, according to an intelliflo whitepaper. The emphasis to articulate what a professional ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
JP Morgan Asset Management has appointed a former Netwealth investment solutions executive to lead its high-net-worth individuals and family offices segment. Reporting to Mark Carlile, the asset manager's head of wholesale for Australia and New ...

New starter at GCQ Funds

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
Doug Tynan's GCQ Funds Management has picked up an Ellerston Capital manager to look after advisory groups in New South Wales and South Australia. Nathan Boroughs has been appointed distribution director and will work closely with GCQ distribution ...

Industry fund insurance bungle adds fuel to mounting outrage

ANDREW MCKEAN  |  THURSDAY, 13 FEB 2025
... people struggling while trying to come to terms with the fact they have a loved one who's dying - they [super funds] should make this process as smooth as possible, rather than making them jump through hoops and showing zero compassion. A lot of work ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... executive Eugene Ardino said: "His wealth of experience and proven track record in investment research and portfolio management make him an invaluable addition to Lifespan." "Ian's expertise will be instrumental as we continue to enhance and expand ...

Treasury consults on genetic test ban in life insurance

JAMIE WILLIAMSON  |  WEDNESDAY, 12 FEB 2025
... Treasury also wants to know what the possible implications of the ban would be on the duty to take reasonable care not to make a misrepresentation, duty of disclosure, and duty to act in utmost good faith. Given there are numerous types of human genetic ...

Keybridge Capital enters voluntary administration

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... costs were awarded against the company. Then in February 2022, Keybridge issued an ASX announcement stating its intention to make a conditional off-market takeover bid for WAM. The same day, WAM wrote to Keybridge and issued an ASX announcement stating ...

Almost half of HESTA members retire involuntarily

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... Evolved Thinking - surveyed more than 1800 pre-retirement health, aged care and community services (HACS) workers, which make up the majority of the fund's members. The research identified the complex process of planning for and entering retirement which ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... of experience with superannuation before engaging me. They just tend to have a bit of complexity and need someone to help make sure it's [their financial structures] are set up the way that they would hope is right." Scarrabelotti explained she frequently ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised inputs and outputs for clients with family or discretionary trusts or those ...