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| | | Nearly two thirds of SMSFs established under the recommendations of a financial adviser are unsuitable to their needs and put retirement savings at risk, an ASIC review reveals. Of 100 financial advice files investigated, 62 failed to demonstrate compliance ... |
| | | | ... 820: Private credit surveillance: retail and wholesale funds said that some fund managers are potentially contravening financial services laws. Metrics chief executive and managing partner Andrew Lockhart noted Metrics' role as an experienced manager ... |
| | | | AZ NGA has taken an undisclosed stake in Adelaide-based accounting and financial planning firm Oreon Partners. Established in 2014, Oreon Partners offers accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized ... |
| | | | ... confidence among Australian investors that don't have exposure to the asset class," Swyftx chief executive Jason Titman told Financial Standard. "On its own, the annualised volatility of Bitcoin and other major cryptocurrencies is not necessarily an ... |
| | | | ... sending their money to an entirely different space and very quickly. And remember, that often involves lead generators and financial advisers." Longo said while there are no silver bullets, the regulator is considering options to slow the process of ... |
| | | | ... including executive roles at Challenger, BlackRock, and UBS Asset Management. She is currently a board member of the Financial Services Council, UBS Optimus Foundation, and Chief Executive Women. Telfer will report to Schroders Plc group chief financial ... |
| | | | ... Challenger, driving our continued focus on investment excellence and delivering on our purpose to provide customers with financial security for a better retirement." Commenting on his appointment, Graham added: "Challenger is a well-known and respected ... |
| | | | ... concessions after 24 months of being invested in it. "Australians are great savers, evident in the large portion of financial assets they hold in cash, but saving large amounts of cash over time can come at the cost of long-term wealth accumulation," ... |
| | | | ... the unit. The wealth management business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning and Priority Life. "There is no certainty of ... |
| | | | ... ASIC's investigation reveals, fearing they have the potential to harm investors, the sector itself and the broader financial system. ASIC's deep dive into the private credit sector, which lasted nearly a year, delved into 28 private credit products ... |
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