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| | | Victorian Funds Management Corporation has named Lisa Gay as its new chair. The appointment follows the retirement of long-serving chair James McKenzie in August. At that time, Gay was selected to serve as chair on an interim basis. Now, she has been ... |
| | | | Financial advice businesses must supercharge their capabilities, expand their capacity, and scale up to reach and serve more Australians. According to AZ NGA's paper, titled Ready or Not? A guide to building a super firm, the industry's current ... |
| | | | ... across OCIO and managing alternative asset classes," Mercer US investments and retirement leader Marc Cordover said. "We know institutional investors, and not-for-profit organisations specifically, continue to face a range of challenges. They require ... |
| | | | Queensland Investment Corporation (QIC) has expanded its international footprint, opening a new office in Singapore, aiming to strengthen local partnerships and capital opportunities with Asian-based institutional investors. QIC chief executive Kylie ... |
| | | | After five years of working closely with the super fund as a consultant, John O'Sullivan joins Rest as its new chief financial officer. O'Sullivan brings over 20 years of experience to the role, having served in various roles across banking ... |
| | | | ... management. "HNW clients aren't looking for an adviser to 'hand them off' to other experts, nor do they expect their adviser to 'know it all'," it said. "Rather, they look to their adviser to be the connector or facilitator, coordinating access to specialists ... |
| | | | ... earlier, maybe 2025 rather than 2026," he commented. He concurred that employees should also have sufficient time. "I don't know enough about payroll systems, but I wouldn't have thought paying super with salary would require significant changes ... |
| | | | ... security concerns that must be addressed. "Surely, it should be in members' best financial interests for trustees to know as much as possible about their members to provide the best support possible as they make the difficult transition to retirement," ... |
| | | | ... over three in four core and mass affluent clients are likely to recommend their adviser to their children in the future. "We know intergenerational wealth transfer is the largest opportunity facing advisers today, but knowing that the beneficiary are ... |
| | | | A former auditor who was busted for auditing her own husband's SMSF has seen her disqualification upheld by the Administrative Appeals Tribunal (AAT). In August 2022, Janette Townshend was found to have breached independence requirements by auditing ... |
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