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| | | ... needing to consult and pay for a financial adviser. However, if necessary, they can still be referred to the financial advice team. The fund also highlighted several key features of its strategy, including support materials, such as a detailed retirement ... |
| | | | ... million. EQT's statutory net profit after tax was up 10% to $20.7 million. Funds under management, administration, advice, and supervision grew 27% year on year to $202.8 billion. "The outlook for FY25 benefits from the scaling down of one-off costs ... |
| | | | ... having a chief of retirement in name, although it remains focused on the value it brings to members in retirement through advice, experience, product and service delivery. The details of the new retirement leadership team are still being worked out but ... |
| | | | ... prepared to navigate the transition," contributor Bec Wilson said. "Our research indicates a strong desire for education and advice to help achieve retirement goals and alleviate concerns about running out of money." According to the study, 28% of the ... |
| | | | ... asset sales it conducted including Millennium3 and Godfrey Pembroke. The remediation costs included $70 million paid to advice clients and $75 million paid to clients in product remediation. Insignia Financial said it also saw a significant reduction ... |
| | | | ... planning. Minchin Moore said his deep knowledge of the Queensland market and his commitment to client-focused financial advice make him an invaluable addition to the team. "We are delighted to welcome Justin Brand and the clients of Brand Financial to ... |
| | | | ... the end of the calendar year. The company also flagged the successful acquisition and completed integration of Financial Advice Matters Group (FAM) following on from the acquisition of ClearView Advice, which it said contributed to its uptick in EBIT ... |
| | | | RI Toowoomba has acquired a risk advice business as it flags bold ambitions to acquire four more regional practices before the end of the year. RI Toowoomba, which is part of the AZ NGA stable, has recently taken over Lifecover Australia, a risk-only ... |
| | | | ... time. Sequoia announced it was liquidating Libertas last year in which the latter grappled with a string of bad financial advice-related claims dating back several years. One example of misconduct involved ASIC's permanent banning of Ezzat Daniel ... |
| | | | ... I've learned more about Aware Super, I've been struck by how strong the organisation is, not only in terms of their advice and digital services for members, innovation, investment capability and commitment to governance, but how they're thinking ... |
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